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:

• The 5 Most Important Questions to Ask a Financial Advisor Before Hiring Them
• 7 Common Retirement Planning Mistakes (And How To Avoid Them)

Connect with Jim Kruzan: 

• (800) 638-6900
• Kaydan Wealth Management
• LinkedIn: Jim Kruzan
• LinkedIn: Kaydan Wealth Management
• Facebook: Kaydan Wealth Management
• Instagram: Kaydan Wealth Management
• YouTube: Kaydan Wealth Management
• Twitter: Kaydan Wealth Management

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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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: 

• (800) 638-6900
• Kaydan Wealth Management
• LinkedIn: Jim Kruzan
• LinkedIn: Kaydan Wealth Management
• Facebook: Kaydan Wealth Management
• Instagram: Kaydan Wealth Management
• YouTube: Kaydan Wealth Management
• Twitter: Kaydan Wealth Management

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

Subscribe: Amazon Music | RSS | More