September 19, 2023
Top 5 Social Security Filing Mistakes to Avoid (Ep. 14)
“When should I start taking Social Security?” “Can I claim spousal benefits? If yes, how much?” “How will my Social Security income be...
September 5, 2023
7 Common Retirement Planning Mistakes (And How To Avoid Them) (Ep. 13)
Do you know what makes or breaks your retirement? The assumptions and financial choices that might seem trivial at first, but have a significant...
August 22, 2023
How Much Money Do You Need To Retire? (Ep. 12)
How can you save for retirement if you don’t know how much money you’ll need? It’s time to calculate your financial finish line so you don’t...
August 8, 2023
Maximizing Your 529: The Power of Tax-Free Education Savings (Ep. 11)
Did you know that the average cost of college in the United States is a staggering $35,551 per student per year, including books, supplies, and daily...
July 24, 2023
Capital Market Review: 2nd Quarter 2023
The Burning Question: Recession Ahead or Smooth Sailing? In this quarter’s Capital Market Review, Jim Kruzan, CFP®, CRPC® dives deep into...
July 18, 2023
Are Health Savings Accounts Better Than a 401(k)? (Ep. 10)
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 an...
July 4, 2023
Is Wealth Management Only for the Wealthy? (Ep. 9)
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...
June 20, 2023
Breaking Down the Bigger Bolder Retirement Formula, Part 4: Relationship Management (Ep. 8)
Many people overlook relationship management in retirement planning, but it plays a crucial role in our Bigger Bolder Retirement Formula. In fact, we...
June 6, 2023
Breaking Down the Bigger Bolder Retirement Formula, Part 3: Wealth Protection and Charitable Giving (Ep. 7)
In our previous episode, we talked about two key components of advanced planning, which is a crucial part of the Bigger Bolder Retirement Formula....