Podcasts
Moving Onward and Upward at Thrive
As we begin the broadcast this morning, just Bret in the big chair, and myself, bringing you an hour full of great information about our program, Roadmap to Retirement. Bret, I’m going to speak on behalf of David and Karen, I’ll let you, in your own words, thank the listening audience. The July numbers, July…
Read MoreReaching New Heights at Thrive
It sure is nice to be back on a Saturday morning, welcoming everyone to Roadmap to Retirement, the Radio Show. As I listened to our broadcast remotely a week ago, and I listened to the lead in, letting the audience know that we were off for the week and we were re-broadcasting one of our…
Read More401(K)’s for Days
It’s one of those weekends where we start the weekend of potentially an extended week, David, going into the holiday week with the way the 4th of July falls this year. But nevertheless, a good morning to you. Full house today, great show, and certainly nice to be back. Good morning to you, Joe. Excited…
Read MoreThe Importance of Client Relations
We’re going to spotlight our good friends from Del-Val Insurance who are saving all of the members of the Thrive army up to 40% on their auto insurance right now. As we join and listen to this previous program, I also remind everybody to get registered for one of the four upcoming workshops next week.…
Read MoreThe Reality of the 4% Rule
David, I say good morning to you. We’ve reached that point in the year, Memorial Day, where it’s almost, to me, a checkpoint. You get to Memorial Day, and then you can start to focus on the summer and start to look ahead for at least the three months that are in front of us.…
Read MoreConcerned About Retirement? We Can Help!
David, I want to start with you immediately because I often thought this week many times, the thought came into my mind every time there was a story posted about the tariffs on China, and then China retaliating against the US, the market jumping up, the market jumping down. And it brought into, in my…
Read MoreWhy 2nd Opinions Are So Important
It’s the second Saturday in the month of May and we start you off on Roadmap to Retirement, the radio show. We begin by dedicating the entire one hour of our show today to all of the moms from around the Delaware Valley that will celebrate Mother’s Day tomorrow. We also send prayers and support…
Read MoreAdvice for Women in Retirement
It’s unbelievable, David, that we’ve already reached the point here in 2019 that it’s May. Time moving along as the Roadmap to Retirement always does. The road just doesn’t stop. That’s right Joe. There’s that theory that as you age, time goes faster. I don’t know if I buy into that, but it certainly seems…
Read MoreAre YOU on the Roadmap to Retirement?
David, as I come to you for opening remarks about what we’re going to cover today. The litmus test is in for the month of March from a Nielsen standpoint in this business. Another incredible thumbs up for a Saturday morning slot, and that’s a big shout out to the Thrive army and the…
Read MoreTax Day 2019
Tax Day. It’s a day that many Americans are reflecting on or saying that their tax bill is going to go up. Others are looking for more last-minute advice about taxes. What’s the penalty for a late tax return? All of those questions start to come in and kind of form above us, this big…
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