Dan Klonowski - Thrivent on Growing Your Business with Buddy Broyles

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