Podcasts

From Accumulation to Distribution: Rethinking Retirement Finances

Summary: Episode 203: David Bezar kicks off this episode with a recap of last week’s much-talked-about Social Security-focused session, where listeners poured in texts, benefiting from the white paper we shared. The massive engagement confirmed our belief in the positive impact we were making. Taking a cue from that, today’s show presents another ‘not-to-miss’ playbook …

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Achieve Financial Balance During All Life Stages

While each decade of life presents new financial obstacles and opportunities for growth, one principle holds true for individuals of all ages: achieving financial balance and compromise. To help people navigate their finances effectively, we recommend the following practices:   20s: Time Is Their Greatest Asset:   Many individuals in their 20s find themselves overwhelmed …

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Episode #191 – Create Retirement Success with Awareness and Education

Welcome to podcast episode #191 – “Create Retirement Success with Awareness and Education” of Roadmap to Retirement, The Radio Show. Listen and read along as hosts David Bezar, Karen Bezar, and Bret Elam talk with Joe Krause. Or listen on any of our other podcast websites such as Spotify, Soundcloud, or Apple Music.   Announcer: …

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