Tag: Podcast
Beyond The Numbers – Transitioning Into Retirement with Dr. Jacquelyn B. James (Ep. 28)

Beyond The Numbers – Transitioning Into Retirement with Dr. Jacquelyn B. James (Ep. 28)

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Have you ever wondered what it truly takes to be happy and fulfilled in retirement beyond just having a solid financial plan?

Retirement isn’t just about financial stability – it’s about designing a life that’s fulfilling and joyful.

In this episode, Jim Kruzan, CFP®, CRPC®, sits down with Dr. Jacquelyn B. James, the Founding Director of the Sloan Research Network on Aging & Work to explore the emotional, social, and psychological aspects of retirement that are just as crucial as the financial aspect. 

Tune in as Jackie talks about the importance of emotional and social preparations and the long-lasting impact these factors can have on your overall retirement satisfaction!

Talking points include: 

  • How retirement is more than a one-time financial event; it’s a gradual and complex transition
  • Why it’s important to prepare psychologically for retirement (just as much as it is to prepare financially!)
  • How the emotional and social aspects of retirement require as much planning as the financial aspects
  • The “honeymoon phase” of retirement and how to sustain fulfillment once it fades
  • Maintaining a sense of purpose and finding meaningful activities post-retirement
  • Managing increased time with a spouse and staying connected to support networks
  • And more!

Resources:

Connect with Jim Kruzan: 

Connect with Jacquelyn James:

About Our Guest: 

Dr. Jacquelyn B. James (Jackie) is the founding director of the Sloan Research Network on Aging & Work and past co-director of the Center on Aging & Work at Boston College. She has dedicated her career to studying the intersection of aging, work, and retirement, and she brings a wealth of knowledge on how individuals can prepare psychologically and socially for this significant life transition.

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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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