Podcasts

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 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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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. [smart_track_player url=\”https://soundcloud.com/livewiththrive/is-my-retirement-plan-bulletproof\” ] We\’ve reached a point, David, where we\’re midway into January, 28 days in the …

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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. [smart_track_player url=\”https://soundcloud.com/livewiththrive/the-thrive-process\” ] We\’re coming off of what I thought was a great discussion last week. There was a great example by Bret, …

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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. [smart_track_player url=\”https://soundcloud.com/livewiththrive/expectations-for-thrive-in-2019\” ] 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 …

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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. [smart_track_player url=\”https://soundcloud.com/livewiththrive/2018-year-in-review\” ] David, I want to begin by thanking you, by thanking Karen, and by thanking Bret on behalf of all of the people who have …

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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. [smart_track_player url=\”https://soundcloud.com/livewiththrive/what-are-rmds-and-why-are-they-important\” ] 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 …

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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. [smart_track_player url=\” https://soundcloud.com/livewiththrive/financial-trends-to-look-out-for-in-2019\” ] I’d like welcome in David Bezar to begin the conversation. It\’s going to be rapid …

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