David, Karen, and Bret discuss reasons that separate Thrive Financial from other financial advisories. Other topics include navigating and implementing your retirement plan, along with aligning it to your particular goals. [smart_track_player url=\”https://soundcloud.com/livewiththrive/why-should-i-choose-thrive\” ] David we will start with you today. Meetthrivefinancial.com is the window into getting to know you, Karen, and Bret. It\’s was created with that …
David, Karen, and Bret each discuss a unique topic and trend that is going on in the financial industry. Some topics include stock trends heading into 2019, how to approach annuities, and why you should start saving for retirement now. Listen to the full podcast below! [smart_track_player url=\”https://soundcloud.com/livewiththrive/am-i-ready-for-retirement-in-2019\” title=\”Am I Ready for Retirement in 2019? …
David Bezar, Bret Elam, and Karen Bezar discuss topics such as managing your investments, as well as retirement preparation and knowing which insurance policies will work for certain situations. In partnership with Del-Val Insurance, Jim Muelbronner will also be discussing the topic of insurance. Listen to the podcast here: [smart_track_player url=\”https://soundcloud.com/livewiththrive/the-importance-of-knowing-your-insurance\” title=\”The Importance of Knowing …
David Bezar, Bret Elam, and Karen Bezar discuss common tax mistakes, the importance of planning retirement early, and problems within the financial industry [smart_track_player url=\”https://soundcloud.com/livewiththrive/thrive-0811-podcast\” title=\”Taxes, Taxes, and More Taxes\” ] Today we\’re going to address one of the things that does have major impact on retirement, which is taxes. Before I get into that …
Are you aware of the most common mistakes people are making as they near retirement? Do you know where to get answers to your retirement questions? Join our retirement planning experts as they discuss the most common mistakes they see people making as they near retirement. — [smart_track_player url=\”https://soundcloud.com/livewiththrive/915show\” title=\”Common Mistakes in the Marketplace\” ] …
David Bezar, Bret Elam and Karen Bezar discuss the pitfalls of women in retirement, social security and the importance of having a financial plan in place after the death of a spouse. [smart_track_player url=\”https://soundcloud.com/livewiththrive/tfs922\” title=\”Where are your tax dollars going?\” ] I would like to start this weeks blog by praising …
An article titled \”The Three Mistakes That Can Cost You a Fortune\” is discussed as well real life stories that exemplify the importance of getting a professional\’s opinion on Social Security. The Thrive experts bring real information, real understanding, and real solutions as they address the subject of taxes in retirement which is …
A New York Times article with the title Too little, Too late: Bankruptcy Booms among Older Americans outlined the profile of a gentleman who was a former carpenter. His union had changed some of the eligibility requirements for his health insurance that created a snowball that led him and his family into bankruptcy. Unfortunately, …
Taxes In Retirement: Bankruptcy Among Older Americans Read More »
We tend to spend more time planning about the present that we forget to put high regard to planning for our future. David, Karen, Bret, and Joe give advice that truly stick to real life. They provide some stories of their daily encounters with various clients as they try to navigate their own retirement …
Retirement is like a 30-year vacation, but the route to that 30-year vacation can be a very bumpy one. Most people get very stressed when they\’re in transit, even when they\’re going on a trip that they\’ve looked forward to for a lot of years. The stresses of a long layover are a bit …
Plan Your 30-Year Vacation Today with Bob Hansen Read More »