CRIS Financial, LLC

The Well-Rounded Retirement podcast with John and Jim from CRIS Financial teaches you how to take a well-rounded approach to retirement planning so you can retire with complete certainty. If you’re looking for proven and straightforward retirement advice, ranging from how to protect your assets to how to spend with confidence, this show is for you. Listen here or on any of your favorite podcast services including Apple Podcasts, Spotify, Audible, iHeart Radio, and YouTube.

June 16, 2021

24. Overcoming The Hurdle of Financial Advice for Women

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.

June 2, 2021

Episode 23 - Getting Geeky about HAILaGEEK with Tom Heard

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.

May 19, 2021

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

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.

May 5, 2021

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

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.

March 31, 2021

Episode 20 - Insurance Protection at a Reasonable Cost — with Beth Glowacz

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.

March 17, 2021

Episode 19 - What To Focus on For 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.