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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