The Retirement Engineer
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 specializes in serving the mobility technology industry. In this podcast, we help you maximize your resources and engineer your best retirement through a process-driven approach, so you can get the little things right. Drawing from years of expertise, Jim and his guests will simplify complex wealth management strategies and explore actionable ideas to help you protect your hard-earned wealth and take control of your future.
Meet the Host
CFP®, CRPC® is a Senior Wealth Advisor and Founder of Kaydan Wealth Management, Inc.
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.
Jim serves professionals in the Mobility Technology Industry all over the world and has developed a revolutionary way to simplify the retirement planning process. What used to be an overwhelming, confusing ‘book’ of a retirement plan is now presented as an easy to digest, actionable, single sheet of paper that illustrates progress over the duration of the client relationship. As the host of The Retirement Engineer podcast, Jim focuses on “supersizing” his listeners retirement plans through what he calls The Bigger, Bolder Retirement Formula.
As a 40-year veteran of the financial services industry, Jim and his team have been afforded the opportunity to be recognized in various industry publications such as Forbes Best-in-State Wealth Advisors, Barron’s Top 1200 Financial Advisors, and Financial Times Top 400 Finan- cial Advisors in the country. Articles about Jim and the solutions he has developed have been featured in Forbes, BusinessWeek, Kiplinger’s, The Wall Street Journal, New York Times, and more.
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....
May 23, 2023
Breaking Down the Bigger Bolder Retirement Formula, Part 2: Wealth Enhancement and Transfer (Ep. 6)
A critical piece of the Bigger Bolder Retirement Formula is advanced planning. Advanced planning includes wealth enhancement, wealth transfer,...
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...
April 25, 2023
Mechanics of a Bigger, Bolder Retirement (Ep. 4)
In the first three episodes, we introduced the idea of a bigger, bolder retirement, which involves “supersizing” your retirement — more assets,...
April 11, 2023
Retirement Planning for the Mobility Technology Industry (Ep. 3)
At Kaydan Wealth Management, we specialize in providing advice and services to the mobility technology industry. But how is retirement planning...
April 11, 2023
What It Means to Have a Bigger, Bolder Retirement (Ep. 2)
You deserve the retirement you’ve worked hard for, sacrificing your time and money. With small changes over time, it may be possible to...
April 11, 2023
Welcome to The Retirement Engineer With Jim Kruzan (Ep. 1)
Wealth management is not just for the wealthy. Everyone is entitled to their best retirement possible. Welcome to The Retirement Engineer — Your...
April 5, 2023
The Retirement Engineer with Jim Kruzan: Coming Soon
Wealth management is not just for the wealthy. Everyone is entitled to their best retirement possible. Welcome to The Retirement Engineer with Jim...