Category: Retirement
Retirement Planning for the Mobility Technology Industry (Ep. 3)

Retirement Planning for the Mobility Technology Industry (Ep. 3)

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At Kaydan Wealth Management, we specialize in providing advice and services to the mobility technology industry.

But how is retirement planning different for this niche?

Find out in this episode, as Jim Kruzan, CFP®, CRPC®, Senior Wealth Advisor and Founder of Kaydan Wealth Management, talks about Kaydan Wealth Management’s customized retirement planning experience for engineers, scientists, and other professionals in the mobility technology industry.

Jim discusses:

  • What compelled him to choose the mobility technology industry as a niche
  • What financial advisors and engineers have in common (making them a good fit to work together)
  • Common pain points within the mobility technology industry — with examples
  • Evaluating opportunities on your career runway and learning how to “game the system” even when there are some disruptions in the industry
  • And more

Resources:

Connect with Jim Kruzan: 

About Your Host:

Balancing the responsibilities of Founder and Senior Wealth Advisor puts Jim in a unique position at Kaydan Wealth Management. 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.

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What It Means to Have a Bigger, Bolder Retirement (Ep. 2)

What It Means to Have a Bigger, Bolder Retirement (Ep. 2)

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You deserve the retirement you’ve worked hard for, sacrificing your time and money.

With small changes over time, it may be possible to significantly improve your retirement experience and achieve a bigger, bolder retirement!

In this episode, Jim Kruzan, CFP®, CRPC®, Senior Wealth Advisor and Founder of Kaydan Wealth Management, talks about the idea of “supersizing” your retirement — more assets, more opportunities, and more enjoyment.

Jim discusses:

  • How a McDonald’s drive-through experience sparked the idea of a “bigger, bolder retirement”
  • The massive impact of small financial decisions that might seem insignificant in the moment
  • How bigger, bolder retirement integrates into financial and investment planning
  • Why anyone can achieve a bigger, bolder retirement (including those already retired!)
  • And more

Resources:

Connect with Jim Kruzan: 

About Your Host:

Balancing the responsibilities of Founder and Senior Wealth Advisor puts Jim in a unique position at Kaydan Wealth Management. 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.

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Welcome to The Retirement Engineer With Jim Kruzan (Ep. 1)

Welcome to The Retirement Engineer With Jim Kruzan (Ep. 1)

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Wealth management is not just for the wealthy. Everyone is entitled to their best retirement possible.

Welcome to The Retirement Engineer — Your path to a Bigger, Bolder Retirement.

In this episode, Jim Kruzan, CFP®, CRPC®, Senior Wealth Advisor and Founder of Kaydan Wealth Management, shares how his new podcast series is set to help people maximize their resources and engineer their best retirement.

Jim discusses: 

  • What motivated him to enter the financial industry 40 years ago
  • His professional background
  • Why you don’t necessarily have to be wealthy to work with a financial advisor
  • Kaydan Wealth Management’s unique value proposition (which sets them apart from other advisors)
  • And more

Connect with Jim Kruzan: 

About Your Host:

Balancing the responsibilities of Founder and Senior Wealth Advisor puts Jim in a unique position at Kaydan Wealth Management. 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.

Podcast: Play in new window | Download | Embed

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The Retirement Engineer with Jim Kruzan: Coming Soon

The Retirement Engineer with Jim Kruzan: Coming Soon

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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.

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