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Episode 1


CRIS Financial Episode 1 Summary Document


Episode 1 — Introducing the Well Rounded Retirement Podcast


CRIS Financial is proud to present the Well Rounded Retirement Podcast!


In this series, CRIS Financial’s John Glowacz and Jim Donewald help you take a well-rounded approach to your retirement planning so you can retire with complete certainty.


Today, get your official introduction to John and Jim by learning about their history and practice, along with who they are in and out of the office.

In this episode, you’ll learn:

  • What inspired John and Jim to bring clients confidence around their finances

  • Who CRIS Financial specializes in helping — and how they help

  • Jim and John’s financial philosophies

  • Who should be listening to this podcast

  • And more!

Tune in now and get ready to start your journey towards a well-rounded retirement!


Resources:

CRIS Financial, LLC: (281) 665-3081 | john@crisfinancial.com | jim@crisfinancial.com