『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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  • The “One Big Beautiful Bill” and What It May Mean for Your Retirement (Ep. 40)

    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
  • Feeling The Market Jitters? Here’s How To Take Control (Ep. 39)

    Feeling The Market Jitters? Here’s How To Take Control (Ep. 39)
    2025/05/27
    When markets drop, most people freeze or flee. But what if the smartest move isn’t to retreat, but to go on offense? In this episode, Jim Kruzan, CFP®, CRPC®, unpacks why volatile markets can be a gift to strategic investors who know how to capitalize on short-term fear for long-term gain. Jim Kruzan, CFP®, CRPC®, …

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    27 分
  • 5 Signs You Should Ditch DIY Retirement Planning (Ep. 38)

    5 Signs You Should Ditch DIY Retirement Planning (Ep. 38)
    2025/05/13
    What are the clear signs it’s time to stop DIYing your retirement planning? Here are the five indicators that call for professional guidance. Jim Kruzan, CFP®, CRPC®, unravels the complexities of retirement planning. With his wealth of experience, he explores when it’s best to transition from self-management to professional advice. This episode offers universal insights …

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    23 分
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