Podcasts

Being Proactive In Your Tax-Planning… Never Reactive

[fusebox_track_player url=\”https://soundcloud.com/livewiththrive/being-proactive-in-your-tax-planning-never-reactive\” social_linkedin=\”true\” social_email=\”true\” ] Joe Krause: What do your IRA, 401k, social security benefits and investment income have in common? They could all get clobbered by taxes when you retire, leaving you with a fraction of your nest egg. Welcoming everyone to Roadmap to Retirement, the Radio Show along with David Bezar, Karen Bezar …

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The Psychological Impacts of Uncertainty With Money

[fusebox_track_player url=\”https://soundcloud.com/livewiththrive/the-psychological-impacts-of-uncertainty-with-money\” social_linkedin=\”true\” social_email=\”true\” ]   Speaker: 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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U.S. STOCK MARKETS MIXED AS SMALL-CAPS OUTPACE LARGER-CAPS…

U.S. STOCK MARKETS MIXED AS SMALL-CAPS OUTPACE LARGER-CAPS AND VALUE NAMES OUTPACE GROWTH NAMES Weekly Market Update – Sept 21, 2020 It was a mixed week for U.S. stocks, as small caps snapped a two week losing streak and the larger caps extended their losing streak to three weeks The smaller-cap Russell 2000 jumped 2.6% …

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5 Signs You Need Money Counseling, Not Marriage Counseling

Many couples blame their marriage problems on disagreements and an inability to see eye to eye. Marriage counseling is a great option for couples who need to learn how to better communicate, but it might not solve the problem that caused a disagreement in the first place, especially if the problem involves money. So because …

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6 Ways Retirement Planning Has Been Turned on Its Head

[fusebox_track_player url=\”https://soundcloud.com/livewiththrive/6-ways-retirement-planning-has-been-turned-on-its-head\” social_linkedin=\”true\” social_email=\”true\” ] Speaker: Saving for retirement is a great start, but it\’s what you do with this money that really matters. What\’s your strategy to reduce taxes? Generate income in retirement? Reduce your risk and get even more from Social Security? This is where you can count on straightforward and objective advice …

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U.S. EQUITY MARKETS LOSE GROUND FOR THE SECOND WEEK IN A ROW DESPITE..

U.S. EQUITY MARKETS LOSE GROUND FOR THE SECOND WEEK IN A ROW DESPITE MOSTLY POSITIVE ECONOMIC DATA AND LESS VOLATILITY Weekly Market Update – Sept 14, 2020 The markets continued to head south on the Labor Day-shortened trading week and despite some big daily movements, volatility actually declined as the week wore on The large …

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U.S. EQUITY MARKETS RETREAT FROM RECENT HIGHS AMIDST…

U.S. EQUITY MARKETS RETREAT FROM RECENT HIGHS AMIDST LIKELY PROFIT-TAKING AND BETTER THAN EXPECTED EMPLOYMENT DATA The beginning of the week saw U.S. equity markets hit new highs, but momentum quickly shifted amidst profit taking and increased volatility, pushing the markets to give up most of their gains from the previous week NASDAQ dropped the …

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