Episode
Dan Klonowski - Thrivent on Growing Your Business with Buddy Broyles
- Published
- Mar 19, 2026
- Duration seconds
- 1009
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Summary
What if your financial plan wasn't just about money—but about your legacy ? In this episode of Growing Your Business with Buddy Broyles , Dan Klonowski of Thrivent shares how financial wellness is really about progress, purpose, and people . From his roots as a math teacher to helping clients plan for generations beyond their lifetime, Dan brings a refreshing, service-driven approach to financial advising. If you've ever felt overwhelmed by finances—or unsure where to start—this conversation proves that one small step forward can change everything . Listen now and start building a plan that works for YOU. Contact: [email protected] Phone: 972-632-1885 Key Takeaways Financial wellness is a journey—no matter where you are, there's always a next step forward . Dan blends his background as a math teacher with financial advising to educate, empower, and simplify money decisions. Without a plan, the government has one for you —intentional financial planning puts you back in control. True financial planning goes beyond money—it includes legacy, family impact, and charitable giving . Thrivent stands out by combining financial services with generosity and community impact , empowering clients to give back. Podcast Sponsors: Podcast Production provided by Blue Mic Studios, the podcast production arm of Visual Learning Solutions, LLC Recorded at the Blue Mic Studios: https://www.bluemicstudios.com/ https://caddooffices.com/ Keywords: financial planning, financial wellness, retirement planning, wealth management, Thrivent, legacy planning, financial advisor, tax strategy, personal finance, business growth Hashtags: #FinancialWellness #WealthPlanning #RetirementStrategy #BusinessGrowth #Thrivent #LegacyBuilding #FinancialAdvisor #MoneyMindset #EntrepreneurLife #DFWBusiness