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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
  • 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
  • Making Financial Resolutions Stick (Ep. 34)

    Making Financial Resolutions Stick (Ep. 34)
    2025/02/12
    Starting the year with financial resolutions is common, but making them stick is the real challenge. How can you ensure your goals turn into lasting habits? In this episode, Jim Kruzan, CFP®, CRPC®, explores strategies to set realistic financial resolutions and sustain them. He provides actionable insights on how to turn resolutions into habits, prioritize …

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    24 分
  • The Most Impactful #BiggerBolderRetirement Discussions of the Year (Ep.33)

    The Most Impactful #BiggerBolderRetirement Discussions of the Year (Ep.33)
    2024/12/24
    It’s time to reflect on the invaluable insights from the very best episodes throughout the year, featuring top experts who simplify financial complexities and share actionable strategies. Join Jim Kruzan as he delves into unforgettable conversations and key takeaways from guests like Becky Eisen on aging with dignity, Dr. Jacqueline B. James on life well-lived …

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    27 分