Kaizen Financial, Inc.

09/03/2026

Thinking about retirement but not sure you’re on track? Start with these five checkpoints. Save this for the next time you’re reviewing your plan or send it to someone who keeps putting it off.

09/01/2026

Learn how a mega backdoor Roth works and whether it fits with your retirement goals.

Learn how a mega backdoor Roth works and whether it fits with your retirement goals.

09/01/2026

The challenge is deciding what comes first.

08/31/2026

Market ups and downs can feel more stressful near retirement. A thoughtful strategy can help you stay focused on your long-term goals. To get started, call our office at (586) 752-7008.

08/30/2026

Smart Roth IRA Conversions: Slash Taxes with This Strategy

The 40 Year Retirement Rule | Own Your Retirement Ep 77

Full Episode: https://youtu.be/4VUj-lTi-5Q

08/29/2026

Inflation's Hidden Cost: Your Money's Future 💸

The 40 Year Retirement Rule | Own Your Retirement Ep 77

Full Episode: https://youtu.be/4VUj-lTi-5Q

08/28/2026

Roth, HSA, and Brokerage Buckets of Money

The 40 Year Retirement Rule | Own Your Retirement Ep 77

Full Episode: https://youtu.be/4VUj-lTi-5Q

08/28/2026

Here's some retirement savings withdrawal strategies that could potentially help reduce taxes and penalties.

Here's how to withdraw retirement savings and reduce taxes and penalties.

08/27/2026

Social Security Tax Torpedo: Avoid These IRS Traps!

The 40 Year Retirement Rule | Own Your Retirement Ep 77

Full Episode: https://youtu.be/4VUj-lTi-5Q

08/26/2026

August is National Golf Month, and retirement planning has more in common with your short game than you might think.
Both require patience, a steady strategy, and the ability to adjust when the wind picks up.
Market shifts, tax changes, inflation, and life events can all throw off your line, so it helps to have a plan that keeps you on course.
Let's review your financial plan and get you ready for the next round.