Roadmap to Retirement by Thrive Financial Services

Airdate: 6/11/2022 Catch up with David Bezar, Bret Elam, & Karen Bezar! Our radio show airs every Saturday & Sunday morning. Listen to stay up-to-date on the latest industry knowledge, especially during the volatility of the markets recently!

Airdate: 5/21/2022 On this week's episode of Roadmap to Retirement, our hosts talk with Joe Casey, an Executive Coach and Retirement Coach who brings extensive experience navigating transitions from his coaching work with clients and from his own life and career. In this episode, our hosts talk about the struggles people go through when thinking about retiring and the questions to ask yourself abo...

On this week's episode of Roadmap to Retirement, we have one of our own financial planners Erik Schuster on as a guest! Our hosts talk about investment tools, the Target Date Retirement Fund, the 6 signs your ready to retire, and more! Remeber, let Thrive help you retire right and give this weeks episode a listen!

On this week's episode of Roadmap to Retirement, our host's talk about taking action to complete your financial plans! This weeks episode also features guest Julie Palumbo who is a health coach and touches on how you need to be healthy in order to be wealthy! You won't want to miss this one!

On this weeks episode of Retirement Roadmap, our host's talk about the importance of taking action as soon as possible, robot advisors, the psychology of retirement, and more! Give this episode a listen in order to get your plan started! Remember you can only retire once, so retire right with Thrive!

During this weeks episode, our hosts talk about all of the details that you need to consider in order to move into the next phase of your life! The hosts will go into the topics of longevity, Continuing Care Retirement Communities (CCRC), selling your house, capital gains, and more!

Is your financial plan complete? During this weeks episode, our hosts talk about the important questions you need to ask, that you didnt know you needed to ask, along with the converstions you need to have that you were unaware you needed! Our hosts also go into the topics of The Secure Act 2.0 coming into play, protecting your finances during divorce, Investments in the market, and more!

Happy 2022! It's the New Year and there is no better time than now to start planning your retirement! Retiring this year or not, make this the year of preparing for your retirement! In todays's episode, the topics of tax reform, doctoring yourself, and consistancy are talked about. Also, our host Karen talks about the importance of women stepping up and taking the initiative of understanding the i...

Inflation is on the rise now more than ever, as it recently hit a 40 year high. With inflation being at an all time high, it comes along with the cost of healthcare and interest rates increasing as well. You now may be wondering to yourself "Can I even retire now?" or "How do I navigate that healthcare piece?". If so, you'll want to give a listen to this weeks episode as our hosts guide you throug...

There is a lot of confusion out there about taxes. How do we protect ourselves? Well, hear it from one of our hosts. “Taxation is a big deal. When you’re planning to retire, the number one concern when people come in is “Do I have enough money to retire? How much will be eaten away by taxes?” Here at Thrive we have always planned for inflation, taxation and retirement. You cannot see the future bu...

As we approach the end of the year, we jump into a discussion about the fourth quarter, as well as the long term future. In this weeks episode, we discuss the ever changing tax laws and how that could impact you. Join our Thrive Army and make sure you are equipped with knowledge that can set you apart from the pack!

In this weeks episode, our hosts discuss some loaded topics, such as: -Common Retirement Myths -Roth Conversions -Taxes & How they will impact your life savings -And More! Be sure to join the Thrive Army and equip yourself for your ideal future!

#147 What Is Being Overlooked Planning For Your Future? by Thrive Financial Services

We’ve seen forest fires in California, Hurricane Ida, and flooding in Tennessee, plus a continuation of COVID. When we consider everything that life can throw at us, it seems important to prepare for setbacks in life. There’s no getting rid of all the risks in life, but a solid plan goes a long way, whether it’s having a first aid kit or a financial plan as you enter retirement.

Want to RETIRE in the next 5 yrs? How prepared are YOU? THRIVE CAN HELP! Check out our 4-step Action Plan SS Maximization Make Your Money Last 401K Tax Planning

We typically don’t think of the word “aging” as having a positive connotation. It may bring to mind graying hairs, aching backs, and slowing down. But these things don’t always have to be true, and they don’t necessarily tell the whole story when it comes to getting older. There are many birthdays to look forward to as you near and enter retirement. These birthdays could come with greater ability...

This week our Thrive Army discusses tax planning, and navigating tax preparation, with special guest and tax planning EXPERT, Tim Gertz, CPA. You're not going to want to miss this exclusive episode!

In this weeks episode, our team covers what challenges you will face as you move forward with your retirement planning. Our crew will cover things like: -What Happened at the latest Fed meeting? -Are you worried about running out of money in retirement? -Will you sell company stock? -How to take advantage of Today's tax rates. Make sure you join us and equip yourself with all the necessary informa...

"Mid-Year Review" Segment One — Prepare for Tax Increases • This segment covers the Biden administration's proposed tax increases on individuals and estates. Segment Two – Do A Mid-Year Portfolio Review • This segment covers how to review investments and what to think about when creating a retirement investment strategy. Segment Three — Don't Outlive Your Savings • This segment talks about annuiti...

"Important Retirement Decisions" and we’ll be covering the following topics: Segment One — What You Need to Know About CryptoCurrency • This segment discusses information about investing in cryptocurrency, including how it's taxed. Segment Two – Don't Outlive Your Savings • This segment covers how to create retirement income for life. Segment Three — Have a Social Security Maximization Strategy •...

Happy Birthday America - 7/10/2021 by Thrive Financial Services

We all know that a 401(k) is one of the most important retirement planning tools we have. The potential tax benefits and power of compound interest can make it a great saving and investment tool for anyone who practices financial discipline and contributes regularly. If you’ve saved in a 401(k) and are nearing or in retirement, now is the time to strategize so you can use it most effectively. Join...

If you’re planning on taking a vacation, it’s probably something that you’ve looked forward to for a while now. Maybe you haven’t traveled much since before the pandemic and want to this summer, or maybe you’ve recently retired and just want to relax and enjoy your free time. However you choose to spend your time in retirement, the great thing is that that it’s your 30 or more year vacation. On av...

No one can predict the future when it comes to the economy or the market, but we can look at economic indicators regarding inflation and interest rates. Right now, demand for goods is surging and global supply chains are being upended. Shortages, transportation bottlenecks and price spikes are nearing high levels, and this could mean high inflation... Learn how to combat these retirement risks wit...

Can you believe we've been living with COVID for a full year now? It's become a cliché, but our world has truly changed in the last rollercoaster of a year. In light of the past year, we want to help you create a plan that weathers storms and accounts for the unpredictable, because as we have seen, the unpredictable things do not make them impossible. In this weeks episode, we will cover how COVID...