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May 23, 2023

Breaking Down the Bigger Bolder Retirement Formula, Part 2: Wealth Enhancement and Transfer (Ep. 6)

A critical piece of the Bigger Bolder Retirement Formula is advanced planning.

Advanced planning includes wealth enhancement, wealth transfer, wealth protection, and charitable giving.

In part two of our mini-series, Jim Kruzan, CFP®, CRPC®, explains ways to enhance your wealth outside of investment management and transfer it to your loved ones in a tax-efficient manner.

Jim discusses: 

  • How to effectively mitigate your taxes over your lifetime (and not just in the near future!)
  • How to use cash flow planning to meet your needs at different stages of retirement
  • Key wealth transfer issues (and how to deal with them)
  • The meaning of “asset titlement” and how it helps improve wealth transfer
  • 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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