『The Retirement Engineer with Jim Kruzan - Your Path to a Bigger, Bolder Retirement』のカバーアート

The Retirement Engineer with Jim Kruzan - Your Path to a Bigger, Bolder Retirement

The Retirement Engineer with Jim Kruzan - Your Path to a Bigger, Bolder Retirement

著者: Jim Kruzan
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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 with Jim Kruzan – Your Path to a Bigger, Bolder Retirement, brought to you by Kaydan Wealth Management, a firm that specializes in serving the mobility technology industry. In this podcast, we help you maximize your resources and engineer your best retirement through a process-driven approach, so you can get the little things right. Drawing from years of expertise, Jim and his guests will simplify complex wealth management strategies and explore actionable ideas to help you protect your hard-earned wealth and take control of your future.Copyright © The Retirement Engineer with Jim Kruzan 個人ファイナンス 経済学
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  • New Rules, New Strategies: The OBBBA & Education Planning – Part I (Ep. 42)
    2025/11/04
    For many families, education and retirement happen on the same financial timeline. The dollars that help a child chase their dreams can just as easily be the dollars that shape your future. That’s why recent education reforms deserve your attention, whether you’re a parent, grandparent, or planning for your own education journey. In part one …

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    24 分
  • The Insurance Gap That Could Wreck Your Retirement Plan with Mike Kane (Ep. 41)
    2025/08/28
    You can do everything right, save consistently, invest wisely, build a retirement plan, and still be one accident away from financial devastation. Why? Because many of us unknowingly overlook one critical piece of protection: uninsured and underinsured motorist coverage (UM/UIM). In this episode of The Retirement Engineer, Jim Kruzan, CFP®, CRPC®, sits down with Mike …

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    38 分
  • The “One Big Beautiful Bill” and What It May Mean for Your Retirement (Ep. 40)
    2025/08/07
    A sweeping new financial law dubbed the “One Big Beautiful Bill” is changing the rules for retirees and those nearing retirement. From tax deductions on Social Security to estate planning thresholds, Roth account changes, healthcare cost shifts, and updates to 529 plans, the legislation is reshaping the financial landscape. In this episode, Jim Kruzan, CFP®, …

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    38 分
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