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  • New Rules, New Strategies: The OBBBA & Education Planning – Part I (Ep. 42)

    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)

    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)

    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
  • How Tariffs Can Impact Your Investments and Retirement Plan (Ep. 37)

    How Tariffs Can Impact Your Investments and Retirement Plan (Ep. 37)
    2025/04/29
    What do tariffs mean for your retirement savings and investments? Is it still okay to retire right now? In this episode, Jim Kruzan, CFP®, CRPC®, tackles the often-overlooked world of tariffs and their unexpected impact on your financial future. Whether you’re decades away from retirement or just around the corner, understanding these global financial levers …

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    33 分
  • Unmasking AI Scams with Former FBI Special Agent Jeff Lanza (Ep.36)

    Unmasking AI Scams with Former FBI Special Agent Jeff Lanza (Ep.36)
    2025/04/08
    How can artificial intelligence threaten your retirement savings? In this episode, Jim Kruzan, CFP®, CRPC®, welcomes former FBI Special Agent Jeff Lanza, an expert in cybercrime and fraud prevention, to discuss how AI-driven scams could affect your financial security. Jeff shares eye-opening insights on various AI-driven scams, including phishing emails, romance scams, and the rise …

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    38 分
  • Your Biggest Lifetime Expense? Taxes. Here’s How to Pay Less and Save More with Dylan Stewart, CFP®, CPA (Ep. 35)

    Your Biggest Lifetime Expense? Taxes. Here’s How to Pay Less and Save More with Dylan Stewart, CFP®, CPA (Ep. 35)
    2025/02/26
    How does your savings strategy impact your financial future, particularly with tax season looming and new contribution limits set for 2025? Jim KruzanCFP®, CRPC® and guest Dylan Stewart, a Certified Financial Planner™ and Certified Public Accountant, unravel the concept of tax-efficient waterfall funding—an approach crafted to maximize your savings efficiency while minimizing tax burdens. Together, …

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    50 分