Thrive Financial Services
Roadmap to Retirement by Thrive Financial Services
David Bezar, Bret Elam & Karen Bezar have been on the air for 5 years as your source for all things retirement. They cover everything from how current events could affect your savings, to strategies to maximize your retirement income and everything in between on Live with Thrive. Hear them on: #FinancialPlanning #FinancialPodcasts #ThriveFinancialServices
Autor
Thrive Financial Services
Categoría
Web del podcast
Último episodio
22 de may. de 2024
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Episodios
#186 - Navigating Through Tough Times 14.03.2023 46:08
Airdate: 3/12/23 On this week's Roadmap to Retirement, the Radio Show - catch up with our hosts David Bezar, Bret Elam, and Karen Bezar as they cover the latest news in their industry!
#185 - Bringing Financial Peace of Mind to Retirement 06.03.2023 45:32
Airdate: 3/5/23: On this week's Roadmap to Retirement, the Radio Show - catch up with our hosts David Bezar, Bret Elam, and Karen Bezar as they cover the latest news in their industry!
#184 - All About Awareness 20.02.2023 47:01
Airdate: 2/18/23: On this week's Roadmap to Retirement, the Radio Show - catch up with our hosts David Bezar, Bret Elam, and Karen Bezar! A lot of good information in this week's episode. Take a listen now on why we here at Thrive are all about awareness, providing education, and bringing leadership into the equation so that these things that scare people can be solved if you are proactive vs reac...
#183 - The Markets 07.02.2023 45:50
Airdate: 2/5/23: On this week's Roadmap to Retirement, the Radio Show - catch up with our hosts David Bezar, Bret Elam, and Karen Bezar!
#182 - Slow 'n Steady 30.01.2023 46:24
Airdate: 1/29/23: On this week's Roadmap to Retirement, the Radio Show - catch up with our hosts David Bezar, Bret Elam, and Karen Bezar!
#181 - Market Is Getting Skittish 23.01.2023 46:56
Airdate: 1/22/23: On this week's Roadmap to Retirement, the Radio Show - catch up with our hosts David Bezar, Bret Elam, and Karen Bezar.
#180 - New Opportunities 15.01.2023 45:50
Airdate: 1/15/2023: On this week's Roadmap to Retirement, the Radio Show - catch up with our hosts David Bezar, Bret Elam, and Karen Bezar as they discuss this week's episode on taxes and Roth conversions, 10 ways women can save themselves from retirement shortfalls, and so much more!
#179 - 2023 Kickoff Episode! 09.01.2023 46:19
Airdate: 1/8/23: On this week's Roadmap to Retirement, the Radio Show - catch up with our hosts David Bezar, Bret Elam, and Karen Bezar as they talk about kicking off 2023!
#178 - Wrapping Up In 2022 12.12.2022 48:11
Airdate: 12/10/2022: On this week's Roadmap to Retirement, the Radio Show - catch up with our hosts David Bezar, Bret Elam, and Karen Bezar as they go over wrapping up the new year.
#177 - Chaotic Week 08.12.2022 46:09
Airdate: 12/03/2022: On this week's Roadmap to Retirement, the Radio Show - catch up with Bret Elam and Karen Bezar and special guest Jeff Walker! This is a must-listen to episode.
#176 - That Time Of Year, It's Crunch Time! 21.11.2022 46:26
Airdate: 11/19/2022: On this week's Roadmap to Retirement, the Radio Show - catch up with Bret Elam who brings on two special guests, Mandy Snider and Erik Schuster as they talk about that time of year with record-breaking holiday sales, and finalizing important documents that should be completed before the end of the year!
#175 - Making Sense Of Your Retirement Plan 17.11.2022 46:10
Airdate: 11/12/2022: On this week's Roadmap to Retirement, the Radio Show - catch up with our hosts David Bezar, Bret Elam, and Karen Bezar. "There are a lot of moving parts right now in the stock market. One of the benefits of working with the right type of financial professional is that they can give you that awareness of what's happening, education so that you can make the right decision and if...
#174 - The Right Time To Take Action Is Now 09.11.2022 46:35
Airdate: 11/05/2022: On this week's Roadmap to Retirement, the Radio Show - catch up with our hosts David Bezar, Bret Elam, and Karen Bezar as they will be going over market volatility, lagging indicators in relation to the market, and what they foresee of what's coming ahead and the reasons to be proactive today. Also talking about what one of the most surprising things about retirement is today....
#173 - The Community 02.11.2022 45:53
Airdate: 10/22/2022: On this week's Roadmap to Retirement, the Radio Show - catch up with our hosts David Bezar, Bret Elam, and Karen Bezar as they talk about our upcoming workshops and how we are trying to bring awareness to retirement to our community.
#171 - Inflation, Ready or Not 21.10.2022 46:35
Airdate: 9/24/2022 On this week's Roadmap to Retirement, the Radio Show - catch up with our hosts David Bezar, Bret Elam, and Karen Bezar as they talk about inflation.
#172 - What Questions to Ask Your Advisor 21.10.2022 47:17
Airdate: 10/08/2022 On this week's episode of Roadmap to Retirement, the radio show catch-up with hosts Bret Elam and Erik Schuster as they talk about important questions you should be asking your advisor!
#170 - Creating Awareness 26.09.2022 46:14
Airdate: 9/10/2022 On this week's Roadmap to Retirement, the Radio Show - catch up with David Bezar, Bret Elam and Karen Bezar today!
#169 - Aha Moments 26.09.2022 46:39
On this week's Roadmap to Retirement, the Radio Show - catch up with David Bezar, Bret Elam and Karen Bezar as they talk about staying ahead of the curve in the market!
#168 - Whats Going To Be Happening Soon? 26.09.2022 46:05
Airdate: 8/27/2022 On this week's Roadmap to Retirement, the Radio Show - catch up with David Bezar, Bret Elam and Karen Bezar as talk about the storm that will be happening to the market.
#166 - Catching Up 22.08.2022 45:41
Airdate: August 6, 2022 On this week's Roadmap to Retirement, the Radio Show - catch up with David Bezar, Bret Elam and Karen Bezar as they catch up together after being away on vacation! bGQoZcmPklEDUWMFKPbJ
#165 - Risk and Perils On Behalf of Women SPECIAL GUESTS! 26.07.2022 46:06
Airdate: July 23, 2022 On this week's Roadmap to Retirement, the Radio Show - catch up with Bret Elam & two NEW guests, Stacey Cohen & Mandy Snider as they go over women's position in finances & mistakes women should watch out for!
#164 - Never Before Seen Markets - SPECIAL GUESTS! 26.07.2022 45:55
Airdate: July 16, 2022 On this week's Roadmap to Retirement, the Radio Show - catch up with Bret Elam & TWO special guests this week as they go over the questions people ask in a time like we've never seen before. Special guests: Erik Schuster & Jeff Walker! Listen Now To Find Out More!
#162 - Special Guest Erik Schuster! 26.07.2022 45:37
Airdate: June 25, 2022 On this week's Roadmap to Retirement, the Radio Show - catch up with David Bezar & special guest Erik Schuster as they go over Build Back Better Bill, Tax increases, market volatility & more! Listen now to find out!
#163 - Scary Times 26.07.2022 46:16
Airdate: July 9, 2022 On this week's Roadmap to Retirement, the Radio Show - catch up with David Bezar, Bret Elam, & Karen Bezar as they go over meeting people where they are. This show covers where the world is - the tragic news, market, and so on. Listen Now To Find Out!
#161 Challenging Your Patience 23.06.2022 46:51
Airdate: 6/18/2022 In this week's episode, Roadmap to Retirement - the hosts talk about things going up & down. They talk about the challenge that takes place when preparing for your retirement. Today's show is to help give you some comfort about what's going on in the market. Catch up with David Bezar, Bret Elam, & Karen Bezar! Our radio show airs every Saturday & Sunday morning. Listen to stay u...
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