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Episode 5 - The Solution Series — Part One Thumbnail

Episode 5 - The Solution Series — Part One

Understanding why you make certain financial decisions is very important in helping you reach your goals. But do you know what the true goal of your investment portfolio is? 

Jim Donewald and John Glowacz discuss how your portfolio should work within your retirement plan. They reveal the importance of not relying solely on investments and how market changes truly impact your portfolio.

In this episode, you will learn:

  • Four steps to increase your retirement income

  • How investing works with market growth and downfalls

  • The importance of dividing your money across savings vehicles

  • How you should treat your portfolio

  • And more!

Tune in now to learn more about your portfolio during retirement!

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