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April 25, 2023

Mechanics of a Bigger, Bolder Retirement (Ep. 4)

In the first three episodes, we introduced the idea of a bigger, bolder retirement, which involves “supersizing” your retirement — more assets, more opportunities, and more enjoyment.

Now, it is time to lift the hood and understand the mechanics of a bigger, bolder retirement!

In this episode, Jim Kruzan, CFP®, CRPC®, explains how to improve your retirement income and generate better cash flow using the Bigger, Bolder Retirement Formula.

Jim discusses: 

  • Strategies to improve your pension, Social Security, and investment income
  • How to harvest your accumulated wealth in a tax-efficient manner
  • A brief overview of effective investment management, advanced planning, and relationship management
  • 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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