Taxes, tax planning and tax prevention have an impact on your approach to retirement planning. In this episode, Jim Donewald sits down with guest Michael Siebold from Bell and Associates to get a different perspective on how retirement planning works i...

The retirement planning process can bring up an array of emotions and behaviors when discussing sensitive subjects.  In this episode, Jim Donewald sits down with guest Jeremy Houser, a consultant at InsurMark,

Start becoming more aware of your current financial choices, as it will quickly affect your retirement situation.  In this episode of Well Rounded Retirement, Jim Donewald discusses the importance of planning ahead to reduce taxes,

Having a clear long term strategy of how to diversify your portfolio is important, as it is the foundation of your retirement plan. In this episode of Well Rounded Retirement, Jim Donewald discusses insights on how to create and maintain a structured r...

Do not isolate yourself from the reality of our rising tax rate environment and the impact of those rates on your retirement plan now and in the future. In this episode, Jim Donewald and his guest David McKnight,

As the world evolves, so does retirement planning. Will your retirement plan work in five years? Ten? Twenty? In part two of this mini-series, Jim Donewald and John Glowacz dive into the details of how taxes and inflation can impact your retirement pla...

Have you considered the mistake you may be making in your retirement plan? How are you preparing for life events outside of your control? In part one of this three-part series, Jim Donewald and John Glowacz discuss some of the biggest mistakes many mak...

An annuity is a payment agreement between an individual and an insurance company, which agrees to make a lump-sum payment, or a series of payments, to receive disbursements. In this episode, Jim Donewald and John Glowacz bust several annuity myths whil...

Preparing for uncertainty is a necessity in all financial plans. In this episode, Jim Donewald and John Glowacz discuss how market volatility can impact your financial plan. They provide examples of why you should plan for uncertainty and the importanc...

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 y...