Bigger, Bolder Retirement
Retirement is more than saving. It's about making the right decisions.
Your income sources, taxes, Social Security, Medicare, and withdrawals aren’t separate decisions. They’re one system, and the order and timing of each decision matters more than most people realize. Investing just 20 minutes in this free webinar could be your first step toward a more coordinated retirement strategy.
Register today and you’ll also walk away with a free Retirement Readiness Report built around your own numbers, a $1,250 value.
This webinar is for you if:
- You're between 50 and 65 and retirement is approaching
- You've accumulated assets but want smarter outcomes
- You value process over product pitches, preparation over optimism
- You want fewer surprises, not more complexity or product-focused advice
Free Retirement Readiness
Report Included
$1,250 Value
The webinar provides helpful education. The Retirement Readiness Report takes the next step by applying key planning concepts to your individual situation.
The best time to find out where your plan stands was five years ago. The second best time is the next 20 minutes.
Here's how:
- Watch the webinar
- Book your consultation within the following three days
- Receive your personalized report, free
*You don’t need to complete the consultation within 72 hours, just get it booked.
*Only eligible for free report if you have more than $500K in investable assets outside of workplace retirement accounts.
Your personalized report includes:
- Analysis of cash flow sustainability at full retirement age, at Social Security, and RMD age
- Tax rate projections, plus opportunities to save now and in the future
- Analysis of your workplace retirement plan contributions and missed opportunities
- How withdrawals affect your portfolio long term
*Plus more, waiting for you in your personalized report.
In this free webinar, you'll discover:
Why Tax Planning Matters:
Learn how the accounts you save into and withdraw from can affect your taxes before and during retirement, including how one couple's effective tax rate climbed from 12% to 20% almost overnight.
How Timing Can Change the Outcome:
Explore how decisions involving Social Security, Medicare, and portfolio withdrawals may influence your broader retirement strategy.
Why Retirement Planning Requires Coordination:
Understand why investments, taxes, income, healthcare, and estate planning should not be considered in isolation, and how a coordinated plan can catch what a fragmented one misses.
Jim Kruzan
CFP®, CRPC® is a Senior Wealth Advisor and Founder of Kaydan Wealth Management, Inc.
For more than 40 years, Jim has engineered bigger, bolder retirements for clients across the country. He hosts The Retirement Engineer podcast and built the Bigger, Bolder Retirement Formula to turn overwhelming financial decisions into a simple, repeatable process, so you’re not guessing at 62 what should have been decided at 55.
Process Over Product
Retirement planning isn’t about finding the right product. It’s about making the right decisions. Even a great investment can’t undo years of disconnected financial decisions. Jim’s approach is process over product, education over sales, planning over guesswork. Retirement isn’t a collection of separate accounts—it’s one interconnected system. When income, investments, taxes, Social Security, and withdrawals are coordinated, each decision helps support the next.
