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 Financi ..read more

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 Financi ..read more

Technology is obviously a big part of our lives everyday, and with technology comes technology issues. But not everyone is a geek with technology, that’s why sometimes you just have to leave it to the experts. In this episode of Well Rounded Retirement, Jim Donewald talks with Tom Heard, founding partner at HAILaGEEK to discuss his app that instantly connects small businesses and home technology users with on-site helpful service and repairs. Tom Heard discusses:  How he came up with the idea HAILaGEEK How the app works Why you should use HAILaGEEK versus any other technology service pro ..read more

Technology is obviously a big part of our lives everyday, and with technology comes technology issues. But not everyone is a geek with technology, that’s why sometimes you just have to leave it to the experts. In this episode of Well Rounded Retirement, Jim Donewald talks with Tom Heard, founding partner at HAILaGEEK to discuss his app that instantly connects small businesses and home technology users with on-site helpful service and repairs. Tom Heard discusses:  How he came up with the idea HAILaGEEK How the app works Why you should use HAILaGEEK versus any other technology service pro ..read more

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 a ..read more

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 l ..read more

When it comes to insurance most people want the cheapest price—but being cheap doesn’t necessarily save you money in the long run.  In this episode, Jim Donewald sits down with John’s wife Beth Glowacz, agency owner and partner at Cinco Ranch Insurance Services, to discuss independent insurance services and educate listeners on tips to avoid high replacement costs on your home, vehicles and more. In this episode you will learn: The advantages to bundling insurance and how it works Why it makes sense to go to the independent agency compared to a big captive agency What people can do to ke ..read more

We understand everyone has busy lives—why not take 10, 15, 30 minutes to focus on the starting points for your retirement planning. In this episode, Jim Donewald discusses some of the basics of retirement planning, and shares parts of conversations he has everyday to help you plan for your retirement. In this episode you will learn: How taxes are the number one player in everyone’s retirement The potential risk of passing your IRA to your children Why there are really only two plans out there — your plan and the government’s plan And more! Tune in to learn about how to take responsibility fo ..read more

Everyone talks about retirement—but what does it all really mean? What does the process truly look like?  In this episode, Jim Donewald outlines the overall process of retirement, including definitions of the basic terms, to help you better understand information given in previous episodes. Jim also shares a review of why he does what he does to help clients make the most of their retirements, and do better with the information they have. In this episode you will learn: Why Jim Donewald does what he does Why the number one concern for clients preparing for retirement should be taxes The ..read more

Are you prepared to protect your estate at the time you pass away?  In this episode, Jim Donewald sits down with guest Richard Behlmann, Managing Attorney at Behlmann Law Firm, board certified in estate planning and probate law, to discuss the power of estate planning documentation, including the urgency of how to take control of your estate planning early. In this episode you will learn: The general differences between a will versus a trust The general rule of what should be in your trust How a trust helps will the situation of a divorce The other areas of concern in estate planning And ..read more