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

5 Signs You Should Ditch DIY Retirement Planning (Ep. 38)

Listen Later

What are the clear signs it’s time to stop DIYing your retirement planning? 

Here are the five indicators that call for professional guidance.

Jim Kruzan, CFP®, CRPC®, unravels the complexities of retirement planning. With his wealth of experience, he explores when it’s best to transition from self-management to professional advice. 

This episode offers universal insights for anyone considering a DIY approach to retirement planning.

Key discussion points include:

  • The complexities of growing income and savings [00:01:21]
  • The challenge of managing time as life grows busier [00:04:09]
  • Emotional influences on financial decisions [00:08:32]
  • Understanding the unknown pitfalls in planning [00:12:27]
  • The value of getting professional help as you approach retirement [00:16:14]
  • And more!

    • Resources:

    • The 5 Most Important Questions to Ask a Financial Advisor Before Hiring Them.

      • Connect with Jim Kruzan: 

      • (800) 638-6900
      • Kaydan Wealth Management
      • LinkedIn: Jim Kruzan
      • LinkedIn: Kaydan Wealth Management
      • Facebook: Kaydan Wealth Management
      • Instagram: Kaydan Wealth Management
      • YouTube: Kaydan Wealth Management
      • Twitter: Kaydan Wealth Management
        • ...more
        View all episodesView all episodes
        Download on the App Store
        The Retirement Engineer with Jim Kruzan - Your Path to a Bigger, Bolder RetirementBy Jim Kruzan