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 s

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The Balancing Act of College Savings Versus Retirement Savings with Darren Brennan (Ep. 30)

Posted October 9, 202400:33:03

What if you could save for both your child’s education and your retirement — without feeling torn? 

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The Power of Tax Pro Formas with Dylan Stewart (Ep. 29)

Posted September 19, 202400:27:01

Have you ever wished you could predict your tax bill before it arrives?

Tax pro formas could help you do just that.

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Beyond The Numbers – Transitioning Into Retirement with Dr. Jacquelyn B. James (Ep. 28)

Posted August 21, 202400:53:15

Have you ever wondered what it truly takes to be happy and fulfilled in retirement beyond just having a solid financial plan?

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Top 6 Investment Mistakes To Avoid (Ep. 27)

Posted July 17, 202400:40:14

Are you making common investment mistakes without even realizing it?

They could end up costing you your dream retirement…

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The Fortified Future: An Inside Look at How Raymond James Helps Protect Your Assets with Jessica Rice (Ep. 26)

Posted June 25, 202400:44:46

Did you know that major financial institutions like Raymond James detect and repel around 300 million cyber threats a day?

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