Roadmap to Retirement by Thrive Financial Services

In today’s episode, we’re diving deep into the evolving landscape of 401(k) plans and exploring how modern strategies are reshaping retirement. Much like how "Xerox" and "Kleenex" have become synonymous with photocopies and tissues, the term "401(k)" often carries a generic, misunderstood connotation. But fear not, we're here to unravel the complexities and shed light on new innovations that promi...

In this episode of "Roadmap to Retirement," David Bezar and Bret Elam explore the critical decisions around the timing of Social Security benefits, discussing whether to delay or claim early to optimize retirement outcomes. They address how personal, economic, and health factors impact these decisions.

Explore the evolving challenges faced by retirees and pre-retirees on our podcast, where we dive deep into critical issues like inflation, market volatility, and geopolitical tensions. We're committed to raising awareness and providing essential financial education through resources like seminars and free webinars, ensuring listeners have the tools they need to navigate these turbulent times effec...

(Originally Aired 3/2/24) In today's discussion, we'll also touch upon the current economic climate, including the surprising inflation numbers and the ongoing debates around interest rates and the U.S.' credit rating. Our aim? To arm you with the knowledge and strategies to de-risk your retirement, ensuring income sustainability, market volatility, and tax efficiency for a more confident and fulf...

Join us in this enlightening episode of our podcast where we delve deep into the intricate world of retirement planning and social security strategies. Our featured topic, "Reinventing Retirement," offers a comprehensive exploration of the journey to and through retirement, highlighting the critical financial decisions that shape this phase of life. Our hosts, David and Bret, bring their expertise...

Join us as we delve into pivotal retirement-related questions, while also exploring broader topics such as financial planning, psychological adjustments, and lifestyle choices. This dynamic episode not only offers expert advice but also engages its audience in shaping its content, reflecting its commitment to guiding listeners toward a more fulfilling and well-prepared retirement.

Join us on our latest podcast episode as we delve into the critical questions shaping Americans' retirement strategies amidst financial uncertainties. From the impacts of the 2022 financial turbulence on retirement views to the resilience of retirement plans against potential economic downturns, we cover ten thought-provoking topics. Our episode, enriched with insights from a comprehensive survey...

The Four D's of Retirement Planning by Thrive Financial Services

Our experts dive into key topics like the tax efficiency of Roth IRAs, pension choices, and optimizing dividend-yielding investments, providing you with strategies to navigate the tax implications of your retirement income. Tune in to enhance your understanding and planning for your retirement.

In this radio episode, we delve into the often unexpected tax implications of retirement planning, covering topics like rollovers, Medicare premium surcharges, and inflation. We'll also highlight potential pitfalls and opportunities for tax advantages, such as capital gains tax minimization, the benefits of Roth IRAs, and understanding life insurance and death benefits from a tax perspective. The...

In a recent episode of "Roadmap to Retirement," special guest Dawn Meyers from Delaware Valley Brokerage discusses the intricacies of Medicare, emphasizing the importance of personalized Medicare plans. Dawn's brokerage services several regions and offers tailored advice based on individual needs and habits, ensuring that clients are not funneled into generic or inappropriate plans. Throughout the...

Episode 203: David Bezar kicks off this episode with a recap of last week's much-talked-about Social Security-focused session, where listeners poured in texts, benefiting from the white paper we shared. The massive engagement confirmed our belief in the positive impact we were making. Taking a cue from that, today's show presents another 'not-to-miss' playbook — "Thrive Retirement Tax Playbook: Im...

Episode 202: In this enlightening episode, hosts David Bezar and Bret Elam of Thrive Financial Services provide an in-depth exploration of a topic that has become a prominent concern for retirees and pre-retirees: Social Security. After a week of reflective consultations and deliberations, the duo zeroes in on this subject, fueled by the myriad questions and concerns they have encountered. While t...

Airdate: 7/16/23: Join David Bezar and Bret Elam as they discuss essential retirement planning strategies on the Roadmap to Retirement podcast. In this episode, they delve into the impact of stock market volatility on retirement savings and the importance of diversification in managing risk. Gain insights on reassessing your risk tolerance and aligning your investment strategy with your financial...

Airdate: 7/9/2023: Join David Bezar, Karen Bezar, and Bret Elam on the newest episode of the Roadmap to Retirement podcast as they discuss the complexities of retirement. In this episode, they talk about the importance of proper planning and investing, the impact of taxes on retirement savings, and the viability of Social Security. Gain insights and guidance to navigate the complexities of retirem...

Airdate: 6/25/2023: In this episode, Bret Elam and Karen Bezar discuss the importance of long-term care planning and its impact on families. Joining our hosts for this episode are SPECIAL GUESTS Michele Kilstein and Brett Ringold of “A Long Term Companion,” a family-owned and operated homecare agency. They share their personal experiences with long-term care and explain the importance of planning...

Airdate: 6/18/2023: In this episode, David, Karen, and Bret discuss important topics related to retirement planning and financial services. They cover recent news about the Federal Reserve's interest rates, the impact of inflation on everyday expenses, the need for proper retirement preparation, and so much more. Listen now! #RetirementPlanning #Inflation #FinancialServices

Airdate: 6/4/23: Join our hosts David, Karen, and Bret on the latest episode as they delve into the world of retirement planning. In this episode, they discuss the psychological aspect of spending in retirement, from chronic underspending to the importance of balancing wealth preservation and enjoying life's experiences. They also cover Social Security scams and insights on maximizing benefits and...

Airdate: 5/29/23: Join us on the latest episode of Roadmap to Retirement #194 and discover expert advice on managing your IRA, 401k, and tax strategies. 💼 Don't miss out on valuable insights from David, Karen, and Bret! 📻 #RetirementPlanning #FinancialAdvice #TaxStrategies

Airdate: 5-21-2023: Join us on the latest episode of our podcast as we discuss the evolving landscape of retirement and the importance of making resilient choices. From annuities to retirement savings and unexpected life events, we delve into the challenges and opportunities retirees face in today's marketplace. Listen now for valuable insights and expert advice. #retirementplanning #financialsecu...

Airdate: 5/14/2023: Join David Bezar, Karen Bezar, and Bret Elam on the Roadmap to Retirement Radio Show as they educate and empower individuals on retirement planning. Don't miss this week's topics: Achieving financial empowerment for women and understanding Social Security benefits. #RetirementPlanning #FinancialEmpowerment #SocialSecurity

Airdate: 5/7/2023: Welcome to podcast episode #191 - "Create Retirement Success with Awareness and Education" of Roadmap to Retirement, The Radio Show. Listen and read along as hosts David Bezar, Karen Bezar, and Bret Elam talk with Joe Krause.

Airdate: 4/9/23: 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! It's also #FinancialLiteracyMonth - listen now to find out all the things you need to know!

Airdate: 4/2/23: 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! Some of the things that they will discuss in this episode are planning for the unexpected, the senior independence act, and more! Listen now to find out.

Airdate: 3/19/23: 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!