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

7 Common Retirement Planning Mistakes (And How To Avoid Them) (Ep. 13)

Do you know what makes or breaks your retirement?

The assumptions and financial choices that might seem trivial at first, but have...

How Much Money Do You Need To Retire? (Ep. 12)

How can you save for retirement if you don’t know how much money you’ll need?

It’s time to calculate your financial finish...

Maximizing Your 529: The Power of Tax-Free Education Savings (Ep. 11)

Did you know that the average cost of college in the United States is a staggering $35,551 per student per year, including books, supplies, and daily...

Are Health Savings Accounts Better Than a 401(k)? (Ep. 10)

Have you ever heard about the Health Savings Account (HSA) used in retirement planning?

Simply put, if a 401(k) and a Roth IRA were to produce...

Is Wealth Management Only for the Wealthy? (Ep. 9)

How much money do you need to have access to wealth management?

In a world where wealth seems synonymous with exclusivity, it’s time to shatter...