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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Are Health Savings Accounts Better Than a 401(k)? (Ep. 10)

Posted July 18, 202300:27:42

Have you ever heard about the Health Savings Account (HSA) used in retirement planning?

Simply put, if a 401(k) and a Roth IRA were to produce...

Is Wealth Management Only for the Wealthy? (Ep. 9)

Posted July 4, 202300:33:27

How much money do you need to have access to wealth management?

In a world where wealth seems synonymous with exclusivity, it’s time to shatter...

Breaking Down the Bigger Bolder Retirement Formula, Part 4: Relationship Management (Ep. 8)

Posted June 20, 202300:36:56

Many people overlook relationship management in retirement planning, but it plays a crucial role in our Bigger Bolder Retirement Formula.

In...

Breaking Down the Bigger Bolder Retirement Formula, Part 3: Wealth Protection and Charitable Giving (Ep. 7)

Posted June 6, 202300:46:42

In our previous episode, we talked about two key components of advanced planning, which is a crucial part of the Bigger Bolder Retirement Formula.

Now,...

Breaking Down the Bigger Bolder Retirement Formula, Part 2: Wealth Enhancement and Transfer (Ep. 6)

Posted May 23, 202300:37:07

A critical piece of the Bigger Bolder Retirement Formula is advanced planning.

Advanced planning includes wealth enhancement, wealth transfer,...