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.

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.

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. 

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.

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, 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.