Kaizen Financial, Inc.

09/09/2026

You set financial goals at the beginning of the year. How are they looking today?
Now is a great time to revisit those goals, celebrate the progress you’ve made, and identify anything that still needs attention.
A few small adjustments today could make a meaningful difference by year-end.

Reach out to schedule a financial check-in by calling (586) 752-7008.

09/08/2026

Some financial moves do more.

09/07/2026

Here’s to the people who show up, work hard, and make a difference every day. Wishing you a relaxing and memorable Labor Day!

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