The Well Rounded Retirement

Business & Economics Podcasts

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...

Episodes

24. Overcoming The Hurdle of Financial Advice for Women

23. Getting Geeky about HAILaGEEK with Tom Heard

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

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

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

Episode 19 – What To Focus on For Retirement Planning

Episode 18 – What Does It Really Look Like to Retire?

Episode 17 – Protection of Estate Planning

Episode 16 – The Financial Concern of Widowhood

Episode 15 – A Behind-the-Scenes Look at How Alpha Advisory Monitors Portfolios to Help You Retire Smarter –– With Nick Heinrich

Episode 14 – Addressing Taxes From An Alternative Perspective

Episode 13 – The Emotional Process of Retirement Planning

Episode 12 – Retirement Awareness Problems

Episode 11- People Not Diversifying Their Retirement Plan

Episode 10 – Racing the Tax Rate Environment — with Guest David McKnight

Episode 9 – The Biggest Mistakes In Retirement Planning — Part 2

Episode 8 – The Biggest Mistakes In Retirement Planning—Part 1

Episode 7 – Using Annuities as Financial Tools

Episode 6 – The Ups And Downs of Market Volatility

Episode 5 – The Solution Series — Part One