The Retirement Engineer with Jim Kruzan - Your Path to a Bigger, Bolder Retirement
Wealth management is not just for the wealthy. Everyone is entitled to their best retirement possible. Welcome to The Retirement Engineer with Jim Kruzan – Your Path to a Bigger, Bolder Retirement, brought to you by Kaydan Wealth Management, a firm that specializes in serving the mobility technology industry. In this podcast, we help you maximize your resources and engineer your best retirement through a process-driven approach, so you can get the little things right. Drawing from years of expertise, Jim and his guests will simplify complex wealth management strategies and explore actionable ideas to help you protect your hard-earned wealth and take control of your future.
Episodes
Have you ever looked at the stock market and wondered why it seems to tell a completely different story than your own finances?
When headlines point to economic strength but everyday expenses keep rising, it’s natural to question which picture reflects reality.
In this episode, Jim Kruzan, CFP®, CRPC®, explains why ec...
Have you ever wondered why your taxes or Medicare costs seem to increase even when tax rates haven’t changed?
Small planning decisions can have a much bigger financial impact than many retirees realize.
In this episode, Jim Kruzan, CFP®, CRPC®, explains five often overlooked tax rules that can quietly increase r...
Many people are saving consistently, yet still feel uncertain about their future.
What if the issue is not how much you’ve saved, but how well everything works together?
In this episode, Jim Kruzan, CFP®, CRPC®, introduces a Retirement Readiness Report developed by his team at Kaydan Wealth Management, designed to bri...
Retirement is rarely one long, predictable stretch. Spending, priorities, and daily life can shift more than many people expect, which is why a more realistic framework can make planning feel less stressful.
What if the real challenge is not just having enough money, but knowing when and how to use it well?
In this episode,...
What’s the real cost of education when your retirement is on the line?
In part two of this series, Jim Kruzan, CFP®, CRPC®, breaks down the financial tradeoffs hidden in today’s education planning landscape from brand-new Trump Savings Accounts to long-term student loan debt, and how poorly timed withdrawals could sabotage your retirement timeline.
For many families, education and retirement happen on the same financial timeline.
The dollars that help a child chase their dreams can just as easily be the dollars that shape your future. That’s why recent education reforms deserve your attention, whether you’re a parent, grandparent, or planning for your own education journey.
You can do everything right, save consistently, invest wisely, build a retirement plan, and still be one accident away from financial devastation.
Why? Because many of us unknowingly overlook one critical piece of protection: uninsured and underinsured motorist coverage (UM/UIM).
In this episode of
A sweeping new financial law dubbed the “One Big Beautiful Bill” is changing the rules for retirees and those nearing retirement.
From tax deductions on Social Security to estate planning thresholds, Roth account changes, healthcare cost shifts, and updates to 529 plans, the legislation is reshaping the financial landscape.
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When markets drop, most people freeze or flee. But what if the smartest move isn’t to retreat, but to go on offense?
In this episode, Jim Kruzan, CFP®, CRPC®, unpacks why volatile markets can be a gift to strategic investors who know how to capitalize on short-term fear for long-term gain.
Jim Kruzan, CFP®, CRPC...
What are the clear signs it’s time to stop DIYing your retirement planning?
Here are the five indicators that call for professional guidance.
Jim Kruzan, CFP®, CRPC®, unravels the complexities of retirement planning. With his wealth of experience, he explores when it’s best to transition from self-manageme...
What do tariffs mean for your retirement savings and investments? Is it still okay to retire right now?
In this episode, Jim Kruzan, CFP®, CRPC®, tackles the often-overlooked world of tariffs and their unexpected impact on your financial future. Whether you’re decades away from retirement or just around the corner, understanding these global financial leve...
How can artificial intelligence threaten your retirement savings?
In this episode, Jim Kruzan, CFP®, CRPC®, welcomes former FBI Special Agent Jeff Lanza, an expert in cybercrime and fraud prevention, to discuss how AI-driven scams could affect your financial security.
How does your savings strategy impact your financial future, particularly with tax season looming and new contribution limits set for 2025?
Jim KruzanCFP®, CRPC® and guest Dylan Stewart, a Certified Financial Planner and Certified Public Accountant, unravel the concept of tax-efficient waterfall funding—an approach crafted to maximize your savings efficien...
Starting the year with financial resolutions is common, but making them stick is the real challenge.
How can you ensure your goals turn into lasting habits?
In this episode, Jim Kruzan, CFP®, CRPC®, explores strategies to set realistic financial resolutions and sustain them. He provides actionable insights on how to t...
It’s time to reflect on the invaluable insights from the very best episodes throughout the year, featuring top experts who simplify financial complexities and share actionable strategies.
Join Jim Kruzan as he delves into unforgettable conversations and key takeaways from guests like Becky Eisen on aging with dignity, Dr. Jacqueline B. James on life well-l...
How have markets historically reacted to a change in U.S. presidency, and what can you do to safeguard your future investments?
With Donald Trump’s return to the White House, understanding the market dynamics and economic policies becomes critical—let’s delve into what this means for your financial strategy.
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Divorce can be a financial earthquake, especially when it comes to retirement planning.
The emotional toll is high, but the financial stakes are even higher—splitting assets like 401(k)s, pensions, and real estate can leave your retirement plans hanging in the balance. With divorce rates continuing to climb, knowing how to navigate these turbulent wa...
What if you could save for both your child’s education and your retirement — without feeling torn?
Join us for this episode of The Retirement Engineer as Jim Kruzan, CFP®, CRPC®, Senior Wealth Advisor and Founder of Kaydan Wealth Management, along with Darren Brennan, Wealth Manager and CFP®, break down the strategies you need to successfully b...
Have you ever wished you could predict your tax bill before it arrives?
Tax pro formas could help you do just that.
Join Jim Kruzan, CFP®, CRPC®, and returning guest Dylan Stewart, CFP®, CPA, for an enlightening discussion about the often overlooked strategy of using tax pro formas in financial planning. Learn how to antici...
Have you ever wondered what it truly takes to be happy and fulfilled in retirement beyond just having a solid financial plan?
Retirement isn’t just about financial stability – it’s about designing a life that’s fulfilling and joyful.
In this episode, Jim Kruzan, CFP®, CRPC®, sits down with Dr. Jacque...
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