Month: June 2024
The Fortified Future: An Inside Look at How Raymond James Helps Protect Your Assets with Jessica Rice (Ep. 26)

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

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Did you know that major financial institutions like Raymond James detect and repel around 300 million cyber threats a day?

Join Jim Kruzan CFP®, CRPC®, as he speaks with Jessica Rice,  Business Information Security Lead at Raymond James, to dive into the intricacies of cybersecurity from a corporate perspective. 

With her expertise in liaising between information technology and the private client group, Jessica sheds light on how investment firms safeguard your personal data and financial assets. 

Follow along to gain insights into the latest cybersecurity threats, how Raymond James proactively combats them, and what you can do to protect yourself going forward.

Jim and Jessica discuss: 

  • Understanding the different types of cyber threats in the financial sector
  • How Raymond James identifies and responds to cybersecurity threats
  • The “Cyber Promise” and Raymond James’ commitment to client security
  • The importance of multifactor authentication and strong passwords
  • Real-life examples of helping clients avoid or reobtain significant financial losses
  • And more!

Resources:

Connect with Jessica Rice:

Connect with Jim Kruzan: 

About Our Guest: 

Jessica serves as the Business Information Security Lead for Raymond James’ Private Client Group. She delivers on firm-wide cybersecurity initiatives to socialize best practices and important cybersecurity content in order to help protect associates, advisors, and their clients from falling victim to cyber-attacks. Jessica also acts as a liaison between Information Security and the Private Client Group, focusing on aiding continuous improvement of the firm’s cybersecurity posture. She holds certifications as both a SANS Security Awareness Professional and in GIAC Critical Security Controls. Jessica graduated from the University of Connecticut School of Business with her bachelor’s degree in Marketing. Hailing from Connecticut, in her free time Jessica enjoys traveling to New England to visit family & friends, and relaxing by the beach.

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

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

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Did you know that today, a couple aged 65 is expected to spend about $315,000 on healthcare costs throughout retirement?

That is a lot of money! Have you taken the time to plan for these expenses? 

This week on The Retirement Engineer, Jim Kruzan is joined by Darren Brennan, Certified Financial Planner and Chartered Retirement Planning Counselor at Kaydan Wealth Management to unravel the complexities of planning for healthcare costs in retirement.

Jim and Darren’s conversation covers the critical considerations surrounding Medicare, COBRA insurance, and other healthcare funding strategies as you approach this pivotal phase of life. 

So, tune in and discover what it takes to create a robust financial plan that accounts for healthcare expenses, allowing you to enjoy your golden years with less stress.

Episode talking points include: 

  • Strategies for managing healthcare costs before and after qualifying for Medicare
  • The role of COBRA insurance and how it could fit into your retirement planning
  • Innovative funding strategies, including Health Savings Accounts (HSAs) and Roth IRAs, to cover healthcare gaps
  • The importance of planning for long-term care and the different options available 
  • And more!

Resources:

Connect with Jim Kruzan: 

Connect with Darren Brennan:

About our Guest: 

Darren Brennan is a CFP®, CRPC® at Kaydan Wealth Management, responsible for delivering the full spectrum of wealth management to clients. He is a key member of Kaydan Wealth Management’s Investment Policy Committee. Darren also supports the Senior Wealth Advisor with the creation and maintenance of client financial plans.

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