Getting Your Retirement Back On Track (Ep. 15)

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 …

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Top 5 Social Security Filing Mistakes to Avoid (Ep. 14)

Top 5 Social Security Filing Mistakes to Avoid (Ep. 14)

“When should I start taking Social Security?” “Can I claim spousal benefits? If yes, how much?” “How will my Social Security income be taxed?” These are some of the questions that many retirees (and soon-to-be retirees) struggle with! In this eye-opening episode, Jim Kruzan, CFP®, CRPC®, explains the top five Social Security filing mistakes to …

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7 Common Retirement Planning Mistakes (And How To Avoid Them) (Ep. 13)

7 Common Retirement Planning Mistakes (And How To Avoid Them) (Ep. 13)

Do you know what makes or breaks your retirement? The assumptions and financial choices that might seem trivial at first, but have a significant impact later down the road! In this episode, Jim Kruzan, CFP®, CRPC®, highlights 7 common retirement planning mistakes, drawing on decades of experience as a financial advisor. He also shares actionable …

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Is Wealth Management Only for the Wealthy? (Ep. 9)

Is Wealth Management Only for the Wealthy? (Ep. 9)

How much money do you need to have access to wealth management? In a world where wealth seems synonymous with exclusivity, it’s time to shatter the misconception that wealth management is reserved for the affluent few! In this eye-opening episode, Jim Kruzan, CFP®, CRPC®, empowers individuals at every stage of life to make informed decisions …

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Breaking Down the Bigger Bolder Retirement Formula, Part 4: Relationship Management (Ep. 8)

Breaking Down the Bigger Bolder Retirement Formula, Part 4: Relationship Management (Ep. 8)

Many people overlook relationship management in retirement planning, but it plays a crucial role in our Bigger Bolder Retirement Formula. In fact, we see it as the glue that holds the entire retirement planning process together! As we wrap up our thought-provoking mini-series, Jim Kruzan, CFP®, CRPC®, highlights the profound impact of nurturing meaningful connections …

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Breaking Down the Bigger Bolder Retirement Formula, Part 3: Wealth Protection and Charitable Giving (Ep. 7)

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. Now, it’s time to dive into wealth protection and charitable giving! In part three of our mini-series, Jim Kruzan, CFP®, CRPC®, explains how to preserve your hard-earned wealth through a host …

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Breaking Down the Bigger Bolder Retirement Formula, Part 2: Wealth Enhancement and Transfer (Ep. 6)

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, wealth protection, and charitable giving. In part two of our mini-series, Jim Kruzan, CFP®, CRPC®, explains ways to enhance your wealth outside of investment management and transfer it to your loved ones in a tax-efficient manner. …

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