Posts by David Bezar

The Similarities Between Thrive and Del-Val Insurance

David, Karen, Bret, and Joe are joined by Jim and Fran of Del-Val Insurance to discuss how each company conducts their business, as well as discuss their similarities and differences.  We say hello to everyone. We start with you, David, and good morning to you, sir. How are you? Good morning to you, Joe. Good…

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The Downfalls of Greed in Retirement

Bret discusses the downfalls of greed, Karen goes over annuities 101, and David talks about the growth and progress within Thrive Financial Services We have a full jam-packed discussion of information this morning where we’re going to cover the topic of greed. We’re going to talk about annuities, and then we’re going to have a…

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The State of American Pensions

David, Karen, Bret, and Joe discuss the developing pension crisis within the United States, and what it could possibly mean for you and your future. David, we don’t use Punxsutawney Phil when we’re planning, we’re looking at retirement. But he has a pretty good record, at least in terms of predicting what the weather will…

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National Wear Red Day 2019

Today, February 1st, is National Wear Red Day, and we at Thrive Financial Services are proud to spread awareness for such a great cause. CVS has partnered with the American Heart Association to spread awareness for heart disease, which is by far the number one cause of death among women in the United States. Heart…

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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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Financial Trends to Look Out For in 2019

David, Karen, and Bret are joined by Jim and Fran from Del-Val Insurance as they discuss current financial trends heading into 2019 such as extreme market volatility, which could cause uncertainty heading into the new year. I’d like welcome in David Bezar to begin the conversation. It’s going to be rapid fire today. We have…

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