Podcasts

5 Things to Know About RMD’s That Could Help You Avoid…

5 Things to Know About RMD’s That Could Help You Avoid… [fusebox_track_player url=\”https://soundcloud.com/livewiththrive/5-things-to-know\” social_linkedin=\”true\” social_email=\”true\” ] Speaker: Welcome to Roadmap to Retirement, the radio show with David Bezar, Karen Bezar and Brett Elam from Thrive Financial Services, who have been featured on Fox. ABC, NBC, The Wall Street Journal and more. Saving for retirement is …

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5 Misconceptions About Filing for Social Security…

  [fusebox_track_player url=\”https://soundcloud.com/livewiththrive/5-misconceptions\” social_linkedin=\”true\” social_email=\”true\” ] Speaker 1: Welcome to Roadmap to Retirement, The Radio Show, with David Bezar, Karen Bezar, and Bret ELAM from Thrive Financial Services, who have been featured on Fox, ABC, NBC, The Wall Street Journal and more. Saving for retirement is a great start, but it\’s what you do with …

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S&P 500 and NASDAQ POST RECORD HIGHS WHILE THE DJIA MOVES…

Investors have seen five straight weekly gains for the broad, large–cap S&P 500 and the tech–laden NASDAQ, as both moved to new highs while the concentrated – and about–to–change – DJIA moved into green territory for the year. The S&P 500 jumped 3.3% while NASDAQ moved up 3.4% and the DJIA was up 2.6%, followed …

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These 5 Pieces of Conventional Wisdom for Retirement Planning…

[fusebox_track_player url=\”https://soundcloud.com/livewiththrive/these-5-pieces-of-conventional-wisdom-for-retirement-planning\” social_linkedin=\”true\” social_email=\”true\” ] Speaker 1: Welcome to Roadmap to Retirement, The Radio Show, with David Bezar, Karen Bezar, and Bret Elam from Thrive Financial Services, who have been featured on Fox, ABC, NBC, The Wall Street Journal, and more. Saving for retirement is a great start, but it\’s what you do with this …

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5 Tax Planning Strategies Used by the Ultra-Wealthy…

[fusebox_track_player url=\”https://soundcloud.com/livewiththrive/5-tax-planning-strategies-used-by-the-ultra-wealthy-that-could-help-you\” social_linkedin=\”true\” social_email=\”true\” ] Speaker 1: Welcome to Roadmap to Retirement, the Radio Show with David Bezar, Karen Bezar, and Bret Elam from Thrive Financial Services who have been featured on Fox, ABC, NBC, The Wall Street Journal and more. Saving for retirement is a great start, but it\’s what you do with this …

5 Tax Planning Strategies Used by the Ultra-Wealthy… Read More »

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