The Retirement Engineer with Jim Kruzan - Your Path to a Bigger, Bolder Retirement

The Retirement Engineer with Jim Kruzan - Your Path to a Bigger, Bolder Retirement

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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?

Retirement isn’t...

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…

Join Jim Kruzan...

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?

Join Jim Kruzan CFP®,...

Navigating Retirement Healthcare Pre and Post-Medicare with Darren Brennan, CFP®, CRPC® (Ep. 25)

Posted June 5, 202400:36:22

Did you know that today, a couple aged 65 is expected to spend about $315,000 on healthcare costs throughout retirement?

That is a lot of money!...

Navigating the Waters of Required Minimum Distributions (RMDs) with Dylan Stewart (Ep. 24)

Posted May 8, 202400:34:44

Need clarity around required minimum distributions (RMDs) and their impact on your retirement cash flow?

This week, Jim Kruzan, CFP®, CRPC®,...