David, Bret, and Joe are joined by a very special guest, Marty Ruby, of Stonewood Financial. They discuss what you can expect at the Thriving in Retirement: The Tax Revolution Summit coming up in a few weeks on September 25, where Marty will be a guest speaker. If you are interested, visit pataxsummit.org for more …
SEPTEMBER 2019
[smart_track_player url=\”https://soundcloud.com/livewiththrive/moving-onward-and-upward-at-thrive\” social_twitter=\”false\” social_facebook=\”false\” ] As we begin the broadcast this morning, just Bret in the big chair, and myself, bringing you an hour full of great information about our program, Roadmap to Retirement. Bret, I\’m going to speak on behalf of David and Karen, I\’ll let you, in your own words, thank the listening …
[smart_track_player url=\”https://soundcloud.com/livewiththrive/reaching-new-heights-at-thrive\” ] It sure is nice to be back on a Saturday morning, welcoming everyone to Roadmap to Retirement, the Radio Show. As I listened to our broadcast remotely a week ago, and I listened to the lead in, letting the audience know that we were off for the week and we were re-broadcasting …
[smart_track_player url=\”https://soundcloud.com/livewiththrive/401ks-for-days\” ] It\’s one of those weekends where we start the weekend of potentially an extended week, David, going into the holiday week with the way the 4th of July falls this year. But nevertheless, a good morning to you. Full house today, great show, and certainly nice to be back. Good morning to …
AUGUST 2019
JULY 2019
We\’re going to spotlight our good friends from Del-Val Insurance who are saving all of the members of the Thrive army up to 40% on their auto insurance right now. As we join and listen to this previous program, I also remind everybody to get registered for one of the four upcoming workshops next week. …
[smart_track_player url=\”https://soundcloud.com/livewiththrive/do-i-still-have-time-to-plan-my-retirement\” ] We are back for another great Roadmap to Retirement discussion this week. David, it has been a busy month for Thrive, to put it lightly. Yeah, busy, busy, busy. We just finished a fantastic week, another week in the books, and really turned out fantastic. We had a lot of great appointments …
[smart_track_player url=\”https://soundcloud.com/livewiththrive/the-reality-of-the-four-percent-rule\” ] David, I say good morning to you. We\’ve reached that point in the year, Memorial Day, where it\’s almost, to me, a checkpoint. You get to Memorial Day, and then you can start to focus on the summer and start to look ahead for at least the three months that are in …