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

Author: Jim Kruzan

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.
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Language: en-us

Genres: Business, Investing

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Retirement Clarity: Turning Savings into a Real Plan (Ep. 45)
Monday, 27 April, 2026

Many people are saving consistently, yet still feel uncertain about their future. What if the issue is not how much you’ve saved, but how well everything works together? In this episode, Jim Kruzan, CFP®, CRPC®, introduces a Retirement Readiness Report developed by his team at Kaydan Wealth Management, designed to bring all the moving pieces of a financial plan into one clear view. He explains why clarity matters more than accumulation alone, and how disconnected accounts, tax exposure, and withdrawal strategies can impact retirement outcomes. Jim also shares why timing, especially within the final decade before retirement, can shape long-term income, taxes, and overall financial confidence. Key takeaways: Why many savers lack confidence despite years of consistent contributions and strong account balances How traditional probability models can miss key factors like taxes, income flow, and real life outcomes The importance of coordinating accounts to create efficient and sustainable retirement income How tax planning over decades can significantly change long-term retirement results Why the 5 to 10 years before retirement is critical for making meaningful financial adjustments And more! Resources: Learn more about our Retirement Readiness Report here! Employee Benefit Research Institute Connect with Jim Kruzan: (800) 638-6900 Kaydan Wealth Management LinkedIn: Jim Kruzan LinkedIn: Kaydan Wealth Management Facebook: Kaydan Wealth Management Instagram: Kaydan Wealth Management YouTube: Kaydan Wealth Management Twitter: Kaydan Wealth Management