The Most Impactful

It’s time to reflect on the invaluable insights from the very best episodes throughout the year, featuring top experts who simplify financial complexities and share actionable strategies.
Join Jim Kruzan as he delves into unforgettable conversations and key takeaways from guests like Becky Eisen on aging with dignity, Dr. Jacqueline B. James on life well-lived beyond retirement, and cybersecurity expert Jeff Lanza on safeguarding your assets in the digital age.
Key conversations include:
The early signs of aging and plan with informed decision-making for long-term care
Rediscover retirement not just by numbers but as a joyous, redefined life stage with insights from Dr. Jacqueline B. James
Safeguarding your wealth from cyber threats with strategies from Jeff Lanza and Jessica Rice
Prenups and Postnups: Julia Black’s explanation about how these agreements can protect your assets + why postnuptial agreements may not always hold up in court
Resources:
Do Our Loved Ones Need Extra Support? The Value of Family Connection Part I With Becky Eizen (Ep.20) the-retirement...
The Intricate World of Long-Term Care and Caregiving Part II With Becky Eizen (Ep.21) the-retirement...
Safeguarding Your Wealth Against Cybercrime With Retired FBI Special Agent Jeff Lanza (Ep.22) the-retirement...
The Fortified Future: An Inside Look at How Raymond James Helps Protect Your Assets with Jessica Rice (Ep. 26) the-retirement...
Beyond The Numbers - Transitioning Into Retirement with Dr. Jacquelyn B. James (Ep. 28) the-retirement...
Divorce & Its Impact on Retirement Planning with Julia Black (Ep. 31) the-retirement...
Connect with Jim Kruzan:
Phone: [phone]
Website: Kaydan Wealth Management www.kaydanweal...
Personal LinkedIn: Jim Kruzan / jameskruzan
Company LinkedIn: Kaydan Wealth Management / kaydan-wealth-management
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Twitter: Kaydan Wealth Management / kaydanwealth
Investment advisory services are offered through Kaydan Wealth Management, Inc, a Registered Investment Advisor. The firm only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. Registration as an investment advisor does not constitute an endorsement of the firm by securities regulators nor does it indicate that the advisor has attained a particular level of skill or ability.