Roadmap to Retirement by Thrive Financial Services

Are you the type of person who takes action and tackles issues head on? Or are you more likely to freeze or be reactive? Today we're talking about 4 critical things you must do with your money and investments now... that could help you retire in the next 5 years. Join the Thrive Army for tips on being proactive in your retirement planning!

Tax season is the perfect time to take stock of your overall finances, and how they may have changed in the last year. And luckily for you, tax season is extended until May 17th this year, so you have even more time to do that! As you go through important documents, review your investment plan, estate plan, long-term tax minimization strategies, and overall retirement plan. If you don’t have a pla...

3.13.21 - Retirement Roadmap Show by Thrive Financial Services

Karen, David and Bret jump into a discussion to walk you through the questions that you may have while considering a Roth IRA. Does it make sense for you? Be sure to head to ThriveFinancialServices.com to get your free Roth IRA guidebook.

022721 THRIVE - Tax Efficiency In Retirement FULL SHOW by Thrive Financial Services

If you watched Tom Brady win his 7th Super Bowl, you may find it hard to believe that he’s 43 years old. He was not only the oldest player to every win a Super Bowl, but the oldest player who has even appeared in a Super Bowl game. He’s proof that aging is what you make of it, and that there’s no defined script when it comes to retirement. While we tend to associate age 65 with retirement, many pe...

The SECURE Act was passed about a year ago – that is, the Setting Every Community Up for Retirement Enhancement Act. It was the biggest piece of retirement legislation to be passed in many years and it will undoubtedly have a major effect on how many Americans approach retirement and estate planning. What it means for you depends on your unique situation: Will you benefit from starting RMDs at a l...

Your Thrive Army jumps into their weekly discussion to talk about the inauguration, and what that may mean for you financially. Now that President Biden has been sworn in and the Senate is evenly split between Republicans and Democrats, it’s time to consider what tax policy changes could be coming your way. Join Karen, David, Bret and Joe to learn how you may be impacted by the change of power.

Retirement Roadmap Show 1/16/2021 by Thrive Financial Services

Retirement Roadmap Show 1/9/2021 by Thrive Financial Services

Join Karen, David, Bret and Joe for your weekly education filled discussion, that could aid you to greatly improve your retirement plan!

Join Karen, David, Bret and Joe for your weekly dose of education that could greatly improve your retirement plan.

Our team jumps into their weekly roundtable discussion, this time to talk about preparing for potential emergencies that are unanticipated. There's a lot of uncertainty, as well as market volatility, that can leave people incredibly anxious and completely unsure of how to handle their situation. Don't allow yourself to fall behind, learn about your potential options before the next emergency prese...

With election season upon us, it's important to prepare yourself for either possible outcome, and anticipate how they will personally impact your finances. In this weeks episode, Bret, David, Karen and Joe discuss: - How to take advantage of the current historically low tax rate - How to navigate your Roth IRA - A Breakdown of the reports that we offer - What does the elimination of the Stretch IR...

Would you like to retire in the next 5 years? You may not realize it, but you could be A LOT less prepared than you know. And the financial consequences of not being prepared could be detrimental to your goals. Don't miss a 3-Step Action Plan that could help you make your dream, a reality. You're not going to want to miss this weeks show loaded with information.

There's a lot of uncertainty in this world, and your finances are definitely no exception to that. Most people assume that by stashing away as much money that they can afford into savings, they will be in a great place once it's time to retire. While that may be the case for some people, that is not 100% and those uncertainties can sneak up on you when you least expect it. Be sure to listen to thi...

Joe, Karen, David and Bret jump into their weekly discussion - this week to discuss how you can take charge and get the most out of your social security benefits. 96% of Americans forfeit an average of 111,000 in social security income. 80 years old, full of life and flat broke. That's the unfortunate predicament. So many baby boomers could find themselves in because they simply failed to have a p...

This week a special guest joins the Thrive Army in our roundtable discussion. Dr. Maggie Baker; author of "Crazy About Money: How Emotions Confuse Our Money Choices And What To Do About It" sits down with us and gets into the details of the psychological impacts of your finances. You're not going to want to miss this critical, special edition of this weeks Roadmap to Retirement show.

Today, record low interest rates make it impossible to generate income from CD’s and savings accounts. Healthcare and medical expenses are going through the roof, and the threat of higher taxes could destroy your retirement savings. Learn 6 ways planning for retirement has been turned on its head! Don’t miss a special edition of the Roadmap to Retirement show!

Required minimum distributions could set off a chain reaction of events with your taxes, social security benefits and more. Learn how you could avoid this on this weeks Roadmap to Retirement.

Take two identical couples that are the same age and have the same retirement date, income history and more. Although all these things are identical, the difference in their social security benefits could literally be hundreds of thousands of dollars. The reason why is all due to how and when they filed for their social security benefits. Learn how you could avoid 5 misconceptions about social sec...

When it comes to planning for retirement many people still rely on conventional wisdom from decades ago. Not only is this so-called wisdom outdated but it won’t stand a chance against the challenges you’ll face in the coming years. Learn what these 5 pieces of conventional wisdom are and what it takes to retire successfully today. Don’t miss this weeks episode of Roadmap to Retirement!

Wealthy Americans understand just how deadly taxes can be. That’s why they do everything in their power to use the laws to their advantage to help them pay fewer taxes. Most people don’t realize it but many of these same strategies the wealthy use to save a fortune in taxes are also available to you. Learn what they are on this weeks Roadmap to Retirement!

Recently “The Street” described this year as “the equivalent of a root canal.” And we’re only halfway through it. There are 4 daunting challenges for the second half of 20-20 that could have even more significant financial consequences for your nest egg. Make sure you play your cards right! Don’t miss a special edition of Roadmap to Retirement.

Having an IRA, or 401K is pretty straightforward. You fill out some forms; pick your investments; and make contributions automatically. It’s just not that complicated, right? But that’s not true. There’s a lot more to these retirement accounts ... than most people realize. You soon learn that saving money in one of these accounts … is the easy part. But withdrawing this money in retirement … gets...