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

Jim Kruzan

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.

Latest Episodes

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...

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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...

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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...

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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...

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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...

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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...

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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...

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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....

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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,...

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