Latest Episodes
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...