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June 6, 2023

Breaking Down the Bigger Bolder Retirement Formula, Part 3: Wealth Protection and Charitable Giving (Ep. 7)


In our previous episode, we talked about two key components of advanced planning, which is a crucial part of the Bigger Bolder Retirement Formula.

Now, it’s time to dive into wealth protection and charitable giving!

In part three of our mini-series, Jim Kruzan, CFP®, CRPC®, explains how to preserve your hard-earned wealth through a host of risk mitigation strategies. He also shares tools and tactics to make your charitable giving more tax-efficient.

Jim discusses: 

  • Five types of risk mitigation strategies (with relatable examples!)
  • How to mitigate risk beyond investments (your home, car, retirement income, etc.)
  • How “bunching” of charitable gifts is a significant tax-saver for charitably-inclined people
  • The tax benefits of Qualified Charitable Distributions (QCDs) for people over 70½-years-old
  • And more

Resources:

Connect with Jim Kruzan: 

About Your Host: 

Balancing the responsibilities of Founder and Senior Wealth Advisor puts Jim in a unique position at Kaydan Wealth Management. As the Founder, Jim is responsible for guiding the direction of the firm’s moral compass and ensuring the entire team is advancing its mission statement. As Senior Wealth Advisor, he manages the firm’s largest and most complex client relationships and is also hands-on with the development of comprehensive, process-driven wealth solutions.

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