October 10, 2023

Getting Your Retirement Back On Track (Ep. 15)


Picture this: You’ve crafted the perfect retirement plan. You’ve dreamt about it, and it’s finally here. But then, life throws you a curveball. Suddenly, your well-laid path takes an unexpected detour!

Even the most carefully crafted plans must adapt to changing circumstances.

In this episode, Jim Kruzan, CFP®, CRPC®, shares practical strategies to get your retirement back on track.

Jim discusses:

  • Signs that your retirement may be off track
  • Budgeting strategies to cut unnecessary expenses without sacrificing quality of life
  • How “safe withdrawal rates” can guide portfolio adjustments
  • How to weather market downturns by using debt strategically
  • And more

Resources:

Connect with Jim Kruzan: 

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