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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

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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 Financial 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

  • Podcast

The Power of Tax Pro Formas with Dylan Stewart (Ep. 29)

Have you ever wished you could predict your tax bill before it arrives? Tax pro formas...

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  • Podcast

Beyond The Numbers – Transitioning Into Retirement with Dr. Jacquelyn B. James (Ep. 28)

Have you ever wondered what it truly takes to be happy and fulfilled in retirement beyond...

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  • Podcast

Top 6 Investment Mistakes To Avoid (Ep. 27)

Are you making common investment mistakes without even realizing it? They could end up costing you...

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  • Podcast

The Fortified Future: An Inside Look at How Raymond James Helps Protect Your Assets with Jessica Rice (Ep. 26)

Did you know that major financial institutions like Raymond James detect and repel around 300 million...

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  • Podcast

Navigating Retirement Healthcare Pre and Post-Medicare with Darren Brennan, CFP®, CRPC® (Ep. 25)

Did you know that today, a couple aged 65 is expected to spend about $315,000 on...

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  • Podcast, Retirement

Navigating the Waters of Required Minimum Distributions (RMDs) with Dylan Stewart (Ep. 24)

Need clarity around required minimum distributions (RMDs) and their impact on your retirement cash flow? This...

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  • Podcast

10 IRA Mistakes to Avoid (Ep. 23)

Are you making the most of your IRAs to secure a bigger, bolder retirement? In this...

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  • Cybersecurity, Podcast

Safeguarding Your Wealth Against Cybercrime with Retired FBI Special Agent Jeff Lanza (Ep. 22)

The threat of cybercrime and identity theft looms larger than ever, posing a significant risk to...

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  • Charitable Giving, Kaydan Connection Newsletter, Podcast

The Intricate World of Long-Term Care and Caregiving — Part II with Becky Eizen (Ep. 21)

Caring for an aging loved one is by no means an easy feat. Whether it is...

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Barron’s
Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved. The rankings are based on data provided by over 6,186 individual advisors and theirfirms and include qualitative and quantitative criteria. Factors included in the rankings: assets under management, revenue produced for the firm, regulatory record, quality of practice, and philanthropic work. Investment performance is not an explicit component because not all advisors have audited results and because performance figures often are influenced more by clients’ risk tolerance than by an advisor’s investment-picking abilities. The ranking may not be representative of anyone client’s experience, is not an endorsement, and is not indicative of an advisor’s future performance. Kaydan Wealth Management, Inc. does not pay a fee in exchange for this award/rating. Barron’s is not affiliated with Kaydan Wealth Management, Inc.

Forbes
SHOOK does not receive compensation in exchange for its Top Advisor placements or rankings, which are determined independently (see methodology). Participation in this directory is limited to ranked advisors; once placed on a ranking, advisors may choose to pay fees to Forbes and Shook for premium listing features as indicated by highlighted names. Investors must carefully choose the right advisor for their own situation and perform their own due diligence. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. For more information, please see www.shookresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC. Forbes is not affiliated with Kaydan Wealth Management, Inc.

Investment advisory services offered through Kaydan Wealth Management, Inc., a Registered Investment Advisor with the United States Securities and Exchange Commission. The firm only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. Registration as an investment advisor does not constitute an endorsement of the firm by securities regulators nor does it indicate that the advisor has attained a particular level of skill or ability. This website is a publication of Kaydan Wealth Management, Inc. Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. Professional advisors should be consulted before implementing any of the options presented. Information on this web page is not an offer to buy or sell or a solicitation of any offer to buy or sell the securities mentioned herein. Information on this web site does not involve the rendering of personalized investment advice but is limited to the dissemination of general information on products and services. All expressions of opinion reflect the judgment of the authors as of the date of publication and are subject to change. External links are being provided for informational purposes only. Past performance may not be indicative of future results. Investing involves varying degrees of risk and there is no guarantee that any specific investment will either be suitable or profitable for a client’s investment portfolio.

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