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May 9, 2023

Breaking Down the Bigger Bolder Retirement Formula, Part 1: Investment Management (Ep. 5)


A Bigger, Bolder Retirement is the sum of investment management, advanced planning, and relationship management. (We call it the Bigger Bolder Retirement Formula!)

In part one of our three-part series, Jim Kruzan, CFP®, CRPC®, dives into the investment management aspect of the Bigger Bolder Retirement Formula and explains how capital growth and preservation can lead to greater experiences and opportunities in retirement.

Jim discusses: 

  • How to reduce your total tax liability in retirement using asset location
  • Benefits of using varying investment strategies for different accounts (instead of a one-size-fits-all model)
  • Why IRA accounts can act as the rudder to your retirement portfolio
  • Economic conditions where active management might be helpful
  • And more

Resources:

Connect with Jim Kruzan: 

About Your Host: 

Balancing the responsibilities of Founder and Senior Wealth Advisor puts Jim in a unique position at Kaydan Wealth Management. As the Founder, Jim is responsible for guiding the direction of the firm’s moral compass and ensuring the entire team is advancing its mission statement. As Senior Wealth Advisor, he manages the firm’s largest and most complex client relationships and is also hands-on with the development of comprehensive, process-driven wealth solutions.

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