Tag Archives: Financial Planning

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24. Overcoming The Hurdle of Financial Advice for Women

One recurring issue in financial services is that it’s a predominantly male industry. Often, male advisors have a difficult time relating to women and even talking to them when it comes to financial planning.

In this episode of Well Rounded Retirement, Jim Donewald discusses the barriers for female clients when seeking help with their financial planning from a financial advisor.

Jim discusses: 

  • How women view money differently than men
  • The questions women should be asking their advisors
  • What advice he would give to women to secure their financial plan
  • And more!

Connect With CRIS Financial:

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Episode 22 – Simplifying the Financial Planning Process — with Steve Goldstein

As most people grow up they get a job, make as much money as possible and try to save as much as they can. But, if you’re not paying attention to what the rest of your financial life looks like, how do you know when you can retire?

In this episode, Jim Donewald sits down with Steve Goldstein, CFP®, ChFC®, president of Thomas Gold Solutions to discuss how the retirement analyzer software makes it so easy to plug information and numbers to simplify your financial plan. 

You will learn:

  • What is so important about an overall financial plan
  • Why a ‘monthly expense plan’ is the cornerstone of all financial planning
  • All the moving parts that can cause change to your financial plan
  • And more!

Tune in to learn more about how you can stay on track to maintaining your financial plan for retirement!

Resources: CRIS Financial | John Glowacz | Jim Donewald | Steve Goldstein | Thomas Gold Solutions : (800) 854-6621

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Episode 21 – Jump in the Market of Buying or Selling a Home — with Joe Burrage

In today’s market, selling your home is the easy part. The difficult part is finding your next place to live before you put your home on the market.

In this episode, Jim Donewald sits down with Joe Burrage, a licensed real estate agent with Keller Williams Heritage to discuss some background information about how Joe got into the business and how Joe has guided clients through buying and selling a home since 1993.

You will learn:

  • The details of the buying/selling process
  • How the pandemic has affected the real estate markets
  • The big surprises in the real estate industry
  • And more!

Tune in to learn more about the real estate market!

Resources: CRIS Financial | John Glowacz | Jim Donewald | Joe Burrage : (210) 383-1246