Roadmap to Retirement by Thrive Financial Services

Karen, David, Bret and Joe jump into this weeks roundtable, this time to discuss overlooked expenses in retirement. Every year millions of Americans overlook, or underestimate a major expense in retirement. By the time it hits them, it’s too late to do anything about it. So, they’re forced to make a tough decision severely cut back on their lifestyle, or start looking for a job just to make ends m...

What if you forgot about the whole idea of retirement? What if you stopped thinking about it as some sort of finish line, or that it happened at a certain age, or date? Instead, what if you focused on becoming financially independent? Learn 5 proven steps that could help you achieve financial independence. Don't miss it on this weeks Roadmap to Retirement!

Karen, David, Bret and Joe hop into their weekly discussion, and this week, they're talking Social Security! In a recent study, only 1 in 300 people between the ages of 60 and 70 could answer 5 basic questions about social security correctly. 99.6% of these people got it wrong. That’s frightening when you consider hundreds of thousands of dollars are at stake. Learn how you could wring every nicke...

Karen, David, Bret and Joe jump into their weekly round-table to teach our Thrive Army what you are able to be in control of in your own retirement to greatly impact your savings. When it comes to your money, and planning for retirement it’s easy to get distracted and worry about things that are totally out of your control. However if you shift your focus to the things you can control it could hav...

This week, Karen, David, Bret and Joe jump in to discuss an unwelcome surprise waiting for you in retirement. It’s called required minimum distributions. Ignoring or underestimating the impact they could have on your retirement savings could set off a domino effect of unexpected taxes, penalties and fees. Get the ultimate guide to successfully navigating required minimum distributions on this week...

Karen, David, Bret and Joe hop into their routine discussions, to talk to you about your IRA & 401K, and what you should do to give it a jump start. Chances are, the recent stock market crash has had a devastating impact on your IRA and 401K. It’s shocking, but most people’s response is to simply shrug their shoulders and say, “I hope the market comes back.” However “hope” is never a great strateg...

Bret, David, Karen and Joe jump into their weekly discussion, and detail how in these trying times, one thing you absolutely cannot get derailed is your retirement. You’ve worked hard and made sacrifices to save for retirement, but what’s your plan to reduce your taxes with your IRA and 401K? What’s your plan to optimize your social security benefits? And what’s your plan to generate different sou...

Karen, David, Bret and Joe jump in to their weekly discussion, and answer some pressing questions that may currently be impacting your wealth and financial welfare. They answer questions like; What are the investing lessons from previous stock market crashes? How could you avoid the costly mistakes that others have made? What are the investing opportunities in this market right now? Join the Thriv...

Karen, David, Bret and Joe jump into their weekly discussion, this week to give you important information about the current state of interest rates. Just when you thought interest rates couldn't get any lower, the Fed slashes rates again, to record lows. If you're retired, or retiring soon, this cripples your ability to generate income from CD's or savings accounts. So, what are your best options...

Bret, David, Karen and Joe jump into their weekly discussion, and key you in on some information that's often overlooked. The steep losses on Wall Street is a painful reminder that investing in the stock market comes with risk. However, if you're on the verge of retirement, there are other risks that threaten your financial security that nobody is talking about. Join the Thrive Army and find out w...

Karen, David, Bret and Joe dive head first into a conversation about the near future of taxation, and how it impacts all of us. Our team takes a realistic approach to the current dire situations we all face, and get you best prepared for difficult times that may be on the horizon. Additionally, within the episode, we offer a complimentary retirement checklist that will absolutely help you plan app...

Bret, David, Karen, and Joe jump into a discussion about the current state of the economy, and the direction that it is trending in the near future. With unemployment increasing, and having no timeframe for the upcoming weeks, it is important to prepare yourself for what may happen. The Thrive Army is here to deliver the necessary information to you, and does just that in this episode. You're not...

Bret, David, and Joe jump into a discussion about the current volatility of the market, and how it is impacting each of us differently. With many of us in a state of uncertainty, the Thrive team introduces you to a "retirement rescue plan," and discusses what different methods work for different types of investors. This episode is loaded with critical information, you're not going to want to miss...

Bret, David, Karen and Joe jump into a detailed discussion about the action, and planning you should be partaking in during these tough times, in order to make sure you are in a good place with your current budget. With the looming anxiety that most people are dealing with, it is important to seek a second opinion, in order to think of things you may not have thought about, and that's what the Thr...

Karen, David, Bret and Joe jump into a very necessary discussion in lieu of the current events impeding on our society. The Thrive Army is here to help you rally in these troubling times, and will guide you through some scenarios to help you put your mind at ease in this time of uncertainty. With the future feeling unclear, you aren't going to want to miss what this team has to say, be sure to che...

In this episode, Karen, David, Bret and Joe take on another discussion in this current climate of heightened anxiety and uncertainty, to help put you at ease. The Thrive Army knows that there are people feeling a wide array of feelings, and our team is here to help guide you in the direction of making the right decisions for you. Now is a key time to be equipped with the appropriate knowledge, and...

Karen, David, Bret and Joe set the stage for the audience leading into a time where most people are anxious about the current state of affairs, with navigating the market and planning for retirement. Our Thrive Army helps ease your worries with discussions about how everyone's course of action is not the same, and how to approach matters moving forward. Be sure to join us to be equipped with the n...

David, Karen, Bret and Joe jump in to a discussion about expecting the unexpected when planning your future, and considering things you may not have thought of. With the past week seeing exterior forces, such as the coronavirus impacting the market, you're not going to want to miss what they have to say! Join the Thrive Army and get educated on how to take your next steps properly!

David, Karen, Bret and Joe dive in to a discussion detailing the importance of planning your benefits appropriately, to make sure that your money ends up in the right place. This episode touches on some unique situations, and some tough topics that are a must hear to assure that you and your loved ones are properly taken care of. Be sure to check it out and learn about planning properly with the T...

David, Bret, and Karen join Joe to "kick off" February (and the tax season) on this huge football weekend, and talk about the importance of having a good retirement plan. The Thrive Army is tuning in for this in-depth look at the three major pillars of any solid plan: Social Security, tax planning, and risk management. Karen talks spousal benefits and the whole team discusses the 567 choices invol...

David, Karen, and Bret join Joe in revisiting the SECURE Act - this time in greater detail - in response to overwhelming interest from the Thrive Army. The demise of the inherited IRA, changes to both IRAs and 401ks, RMD age changes, and how the Act affects both individual savers and employers are all discussed during this episode of the podcast!

Bret, David, and Karen join Joe as they go over the ups and downs of the stock market. David analyzes the investment acumen of various Wall Street luminaries while Bret talks 'supply & demand!' Karen goes in-depth regarding the benefits of having a financial advisor, and choosing the right one for your needs. Learn about Thrive's free Riskalyze report and the differing perspectives of institutiona...

David and Bret drill down on ANNUITIES this week, as they go over the myriad of nuances involved with Joe; and also the different types of annuities which are available. They take a look at Thrive's January workshop schedule, the upcoming 'Women's Revolution' event with Karen, and even discuss Thrive Army feedback regarding the show itself. Tune in with us and kick off 2020 with Team Thrive!

David and Karen join Joe to say farewell to 2019 and discuss the huge women's event coming in 2020! With an in-depth look at the new changes relating to Required Minimum Distributions (RMDs) and other positive impacts surrounding the passing of the SECURE Act. Sample tax scenarios are explored as the Thrive Army marches into the New Year.

David, Karen, and Bret reflect on a jampacked year which featured 100 workshops with some 5500 guests in attendance, and discuss Thrive's year-end charity efforts. ALSO COVERED: three unusual retirement risks that you cannot ignore; the sample reports available on ThriveFinancialServices.com; and the possibility of a Women's event in 2020!