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Tax Day 2019

[smart_track_player url=\”https://soundcloud.com/livewiththrive/thrive-0413-podcast-file\” ] Tax Day. It\’s a day that many Americans are reflecting on or saying that their tax bill is going to go up. Others are looking for more last-minute advice about taxes. What\’s the penalty for a late tax return? All of those questions start to come in and kind of form above …

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The Evolution of Thrive

David, Karen, and Bret discuss the progress within Thrive Financial Services after 3 months of 2019, as well as Tax Day approaching on April 15th. [smart_track_player url=\”https://soundcloud.com/livewiththrive/the-evolution-of-thrive\” ] Tax Day, of course, is a day that gives a lot of people angst when they hear April 15th, but all is calm at Thrive Financial Services. …

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Tax Strategies In Retirement

As Tax Day on April 15th quickly approaches, David, Karen, Bret, and Joe discuss unique strategies to take that will save money in the long run. [smart_track_player url=\”https://soundcloud.com/livewiththrive/tax-strategies-in-retirement\” ] The February ratings are in for Roadmap to Retirement: The Radio Show. February kicks off the year with incredible numbers, which tells me and tells all …

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Tax Problems? We Have the Answers!

[smart_track_player url=\”https://soundcloud.com/livewiththrive/tax-problems-we-have-the-answers\” ] Big weekend in Philadelphia, or in Florida, rather, for Philadelphia fans as Bryce Harper makes his debut at spring training today and with all of the conversation about the signing of Bryce Harper and that unbelievable contract. Some of the stories surfaced after about where Bryce Harper would live because of tax …

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It\’s Tax Season!

David, Karen, Bret, and Joe dive into a discussion about taxes and break down some strategies for 2019. Karen also discusses current developing trends among senior citizens in the U.S. [smart_track_player url=\”https://soundcloud.com/livewiththrive/its-tax-season\” ] How quickly we went from ending up the month of February into the month of March, and now coming into our vision …

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Am I Prepared For the Inevitable?

David, Bret, and Karen are joined by Jim from Del-Val Insurance to discuss what is going on within the marketplace. Other topics include common situations that harm couples during their retirement. [smart_track_player url=\”https://soundcloud.com/livewiththrive/am-i-prepared-for-the-inevitable\” ] We have a great lineup today, including some topics from Del-Val Insurance. before I get you to do your opening remarks …

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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.  [smart_track_player url=\”https://soundcloud.com/livewiththrive/the-similarities-between-thrive-and-del-val-insurance\” ] We say hello to everyone. We start with you, David, and good morning to you, sir. How are you? Good morning to …

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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 [smart_track_player url=\”https://soundcloud.com/livewiththrive/the-downfalls-of-greed-in-retirement\” ] 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 …

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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. [smart_track_player url=\”https://soundcloud.com/livewiththrive/the-state-of-american-pensions\” ] 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 …

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