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 ideas to avoid those mistakes.

Jim discusses:

• How to budget for retirement without giving up the little joys in life
• Why you should never underestimate healthcare costs
• Considerations for pension planning, including age, health, and spousal benefits
• The “set it and forget it” mentality that can potentially jeopardize your retirement
• The importance of seeking professional financial guidance
• And more

Resources:

• Lump Sum Decision 🡪 Free Hurdle Rate Analysis
• The 5 Most Important Questions to Ask a Financial Advisor Before Hiring Them
• 7 Common Retirement Planning Mistakes (And How To Avoid Them)
• Start Designing Your Bigger, Bolder Retirement

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

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