Archive for January 2019

Is My Retirement Plan “Bulletproof”?

David, Karen, and Bret discuss what it means to be “Bulletproof” with your retirement plan. Karen also discusses the importance of caring for retired women, and David goes over the current pension crisis occurring in the United States. We’ve reached a point, David, where we’re midway into January, 28 days in the month of February,…

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The Thrive Process

Bret discusses new laws in 2019, Karen talks about the importance of women being involved in their retirement plans, and David goes over what to expect during a complimentary consultation with Thrive. We’re coming off of what I thought was a great discussion last week. There was a great example by Bret, which allowed me…

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Expectations for Thrive in 2019

With 2019 now underway, David, Karen, Bret, and Joe discuss the goals set for Thrive Financial Services this year. Today’s show is going to be off the charts because we have so much going on. We have so much information. We’re about to start launching again, and we have an intention this year of doing…

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2018 Year in Review

David, Bret, Karen, and Joe discuss the growth and improvements within Thrive Financial Services in 2018, as well as new policies that will be in effect in 2019. David, I want to begin by thanking you, by thanking Karen, and by thanking Bret on behalf of all of the people who have participated in this…

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What are RMD’s, and Why are They Important?

David, Karen, Bret, and Joe discuss all things Thrive, including why you should be up-to-date on your knowledge of RMD’s, or required minimum distributions. I can’t believe it David, but we are down to, if there were a calendar or a clock in front of us right now,  everything is clicking over into 2019. It’s…

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