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