The Retirement Engineer with Jim Kruzan - Your Path to a Bigger, Bolder Retirement
By Jim Kruzan
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Category: Investing
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Subscribers: 14
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Episodes: 44
Description
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.
| Episode | Date |
|---|---|
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Paying for School Without Sacrificing Retirement – Part 2 (Ep. 43)
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Nov 12, 2025 |
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New Rules, New Strategies: The OBBBA & Education Planning – Part I (Ep. 42)
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Nov 04, 2025 |
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The Insurance Gap That Could Wreck Your Retirement Plan with Mike Kane (Ep. 41)
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Aug 28, 2025 |
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The “One Big Beautiful Bill” and What It May Mean for Your Retirement (Ep. 40)
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Aug 07, 2025 |
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Feeling The Market Jitters? Here’s How To Take Control (Ep. 39)
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May 27, 2025 |
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5 Signs You Should Ditch DIY Retirement Planning (Ep. 38)
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May 13, 2025 |
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How Tariffs Can Impact Your Investments and Retirement Plan (Ep. 37)
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Apr 29, 2025 |
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Unmasking AI Scams with Former FBI Special Agent Jeff Lanza (Ep.36)
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Apr 08, 2025 |
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Your Biggest Lifetime Expense? Taxes. Here’s How to Pay Less and Save More with Dylan Stewart, CFP®, CPA (Ep. 35)
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Feb 26, 2025 |
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Making Financial Resolutions Stick (Ep. 34)
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Feb 12, 2025 |
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The Most Impactful #BiggerBolderRetirement Discussions of the Year (Ep.33)
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Dec 24, 2024 |
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Strategies for Investors as Trump Begins His Second Term (Ep.32)
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Dec 10, 2024 |
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Divorce & Its Impact on Retirement Planning with Julia Black (Ep. 31)
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Nov 20, 2024 |
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The Balancing Act of College Savings Versus Retirement Savings with Darren Brennan (Ep. 30)
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Oct 09, 2024 |
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The Power of Tax Pro Formas with Dylan Stewart (Ep. 29)
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Sep 19, 2024 |
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Beyond The Numbers – Transitioning Into Retirement with Dr. Jacquelyn B. James (Ep. 28)
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Aug 21, 2024 |
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Top 6 Investment Mistakes To Avoid (Ep. 27)
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Jul 17, 2024 |
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The Fortified Future: An Inside Look at How Raymond James Helps Protect Your Assets with Jessica Rice (Ep. 26)
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Jun 25, 2024 |
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Navigating Retirement Healthcare Pre and Post-Medicare with Darren Brennan, CFP®, CRPC® (Ep. 25)
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Jun 05, 2024 |
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Navigating the Waters of Required Minimum Distributions (RMDs) with Dylan Stewart (Ep. 24)
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May 08, 2024 |
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10 IRA Mistakes to Avoid (Ep. 23)
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Apr 24, 2024 |
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Safeguarding Your Wealth Against Cybercrime with Retired FBI Special Agent Jeff Lanza (Ep. 22)
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Mar 27, 2024 |
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The Intricate World of Long-Term Care and Caregiving — Part II with Becky Eizen (Ep. 21)
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Mar 06, 2024 |
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Do Our Loved Ones Need Extra Support? The Value of Family Connection — Part I with Becky Eizen (Ep. 20)
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Feb 21, 2024 |
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Integrating Charitable Giving Into Your Retirement Plan (Ep. 19)
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Dec 05, 2023 |
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Warm Hearts & One Warm Coat with Beth Amodio (Ep. 18)
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Nov 21, 2023 |
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Milestone Moments: Navigating 7 Key Ages in Retirement Planning (Ep. 17)
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Nov 07, 2023 |
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Medicare 101: The Ultimate Guide (Ep. 16)
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Oct 24, 2023 |
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Getting Your Retirement Back On Track (Ep. 15)
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Oct 10, 2023 |
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Top 5 Social Security Filing Mistakes to Avoid (Ep. 14)
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Sep 19, 2023 |
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7 Common Retirement Planning Mistakes (And How To Avoid Them) (Ep. 13)
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Sep 05, 2023 |
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How Much Money Do You Need To Retire? (Ep. 12)
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Aug 22, 2023 |
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Maximizing Your 529: The Power of Tax-Free Education Savings (Ep. 11)
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Aug 08, 2023 |
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Are Health Savings Accounts Better Than a 401(k)? (Ep. 10)
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Jul 18, 2023 |
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Is Wealth Management Only for the Wealthy? (Ep. 9)
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Jul 04, 2023 |
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Breaking Down the Bigger Bolder Retirement Formula, Part 4: Relationship Management (Ep. 8)
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Jun 20, 2023 |
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Breaking Down the Bigger Bolder Retirement Formula, Part 3: Wealth Protection and Charitable Giving (Ep. 7)
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Jun 06, 2023 |
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Breaking Down the Bigger Bolder Retirement Formula, Part 2: Wealth Enhancement and Transfer (Ep. 6)
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May 23, 2023 |
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Breaking Down the Bigger Bolder Retirement Formula, Part 1: Investment Management (Ep. 5)
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May 09, 2023 |
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Mechanics of a Bigger, Bolder Retirement (Ep. 4)
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Apr 25, 2023 |
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Retirement Planning for the Mobility Technology Industry (Ep. 3)
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Apr 11, 2023 |
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What It Means to Have a Bigger, Bolder Retirement (Ep. 2)
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Apr 11, 2023 |
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Welcome to The Retirement Engineer With Jim Kruzan (Ep. 1)
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Apr 11, 2023 |
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The Retirement Engineer with Jim Kruzan: Coming Soon
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Mar 17, 2023 |