HeyJaredThe Retirement Engineer with Jim Kruzan - Your Path to a Bigger, Bolder Retirement
Wealth management is not just for the wealthy. Everyone is entitled to their best retirement possible.
- Indexed episodes, last 90 days
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- Aug 6, 2026
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- Jul 15, 2026
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When the Economy Feels Different Than Your Reality (Ep. 47) (opens the original)
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Have you ever looked at the stock market and wondered why it seems to tell a completely different story than your own finances? When headlines point to economic strength but everyday expenses keep rising, it’s natural to question which picture reflects reality. In this episode, Jim Kruzan, CFP®, CRPC®, explains why economic data and personal financial experience don’t always move together. He explores how inflation, interest rates, corporate profits, consumer confidence, and market behavior each
Five Hidden Retirement Taxes That Can Cost You More Than You Expect (Ep. 46) (opens the original)
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Have you ever wondered why your taxes or Medicare costs seem to increase even when tax rates haven’t changed? Small planning decisions can have a much bigger financial impact than many retirees realize. In this episode, Jim Kruzan, CFP®, CRPC®, explains five often overlooked tax rules that can quietly increase retirement costs over time. He breaks down Medicare premium surcharges, Social Security taxation, payroll taxes, home sale capital gains, and the hidden impact of income thresholds that ha
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