Roadmap to Retirement by Thrive Financial Services

David, Karen, and Bret continue the countdown to 2020 with a look at upcoming tax changes, and also discuss potential pitfalls to avoid based on real scenarios that they have recently encountered with clients!

David, Karen, Bret, and Joe discuss Thrive's new "20 Things to Consider for 2020" paper and RMD (Required Minimum Distribution) tax reports! ALSO COVERED: the shortcomings of a purely 'DIY' mentality and Thrive's December event calendar.

David, Karen, Bret, and Joe return to "Live With Thrive" this week for a discussion of the year-end crunch and Thrive's December workshop schedule! They also welcome special guest David Reibstein to discuss age 55+ Communities and continuing care scenarios for retirees.

David, Karen, Bret, and Joe return for yet another episode of Live With Thrive this week. They discuss how saving money for the future starts in small increments, which eventually leads to a fair amount of money saved for your own personal retirement.

David, Bret, Karen, and Joe are back at it again this week. This time around, it's all about the client! They discuss the importance of changing people's lives and providing them peace of mind heading into their retirement years,

Bret, David, Karen, and Joe are back for another jam packed discussion this week as the 4th quarter is officially underway! They discuss the state of the economy, it's current struggles, and also go over what the 4th quarter holds in store for Thrive as the year is quickly wrapping up.

David, Bret, Karen, and Joe return for their first episode since the big Tax Summit Event on September 25th. They recap the event, and discuss the new material that was covered during it. They also highlight what separates Thrive from nearly all financial planners in the Delaware Valley: We put education FIRST!

Bret, David, Karen, and Joe are back for another jam packed discussion with the Thrive Army this week. The main topic is all about IUL's, Index Universal Life Insurance. We want to provide our clients with a wide range of services that will set them up for the rest of their lives.

David, Bret, Karen, and Joe discuss progress within the company over the calendar year as the 3rd quarter is quickly wrapping up. They also discuss the exciting Tax Revolution Seminar coming up September 25th with special speaker, Marty Rub, of Stonewood Financial

Bret, David, Joe, and Karen discuss retirement plans differ depending on each scenario. They also talk more about the Tax Revolution Summit coming up on September 25th. Visit http://www.pataxsummit.org/registration to learn more and register today!

David, Bret, and Joe are joined by a very special guest, Marty Ruby, CEO of Stonewood Financial. Marty gives on overview of his career, and his areas of expertise. He also discusses what he will cover at the Thrive Tax Revolution coming up on 9/25. Sign up today at http://www.pataxsummit.org/registration

Bret and Joe have a great discussion about the growth within Thrive, as well as big plans coming up to end summer, and into Fall. Bret gives a sneak peak a big event planned in late September. Stay tuned for more details!

David, Karen, Bret, and Joe discuss the progress and growth that Thrive has experienced since the start of 2019. Bret also discusses current trends within the financial market that could have long-term impacts in the future.

David, Karen, Bret, and Joe discuss the current state of Thrive and current trends within the industry. Bret goes in depth about how to manage the fees within 401(K)'s.

David, Bret, and Joe are joined by Jim from Del-Val Insurance. They each discuss similarities and differences between the financial planning and insurance industries, as well as the importance of building relationships with clients.

David, Karen, Bret, and Joe a few current ongoing things at Thrive. David and Bret also dive in the Secure Act, and how it could affect people.

David, Bret, and Joe discuss the current trends among retirement, and are joined by Thrive team member Maryann Lim to get some background on her career so far. David also goes into detail about the truth of the 4% rule

Karen, David, Bret, and Joe have another jam packed discussion this week. Topics include current financial trends in the United States, as well as not fearing the uncertainties of retirement.

David, Karen, Bret, and Joe discuss the importance of always reaching out for 2nd opinions regarding financial well-being. They are also joined by Jim from Del-Val Insurance to discuss numerous topics within the industry.

David, Karen, Bret, and Joe recap the first quarter of 2019. Karen gives great advice for women who are already in, or entering retirement.

David, Karen, Bret, and Joe discuss how important it is to have a plan in place that will suit your own retirement needs

David, Karen, Bret, and Joe have a discussion about Tax Day, which is a big deal for Thrive Financial Services. They also discuss the current state of the company as well as upcoming workshops and plans.

David, Karen, Bret, and Joe discuss the progress within Thrive Financial Services as well as Tax Day approaching on April 15

David, Bret, Karen, and Joe discuss which strategies for taxes in retirement may be more beneficial in certain situations than others.

David, Karen, Bret, and Joe further discuss tax implications that may affect you in 2019. Karen also discusses the impact of International Women's Day.