Podcasts
Tax 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…
Read MoreThe Evolution of Thrive
David, Karen, and Bret discuss the progress within Thrive Financial Services after 3 months of 2019, as well as Tax Day approaching on April 15th. Tax Day, of course, is a day that gives a lot of people angst when they hear April 15th, but all is calm at Thrive Financial Services. I don’t say…
Read MoreTax Strategies In Retirement
As Tax Day on April 15th quickly approaches, David, Karen, Bret, and Joe discuss unique strategies to take that will save money in the long run. The February ratings are in for Roadmap to Retirement: The Radio Show. February kicks off the year with incredible numbers, which tells me and tells all of us, that…
Read MoreTax 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 implications and why…
Read MoreIt’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. How quickly we went from ending up the month of February into the month of March, and now coming into our vision is taxes April…
Read MoreAm 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. We have a great lineup today, including some topics from Del-Val Insurance. before I get you to do your opening remarks for the audience,…
Read MoreThe 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. 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 the weather will…
Read MoreIs 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. We’ve reached a point, David, where we’re midway into January, 28 days in the month of February,…
Read MoreThe 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. We’re coming off of what I thought was a great discussion last week. There was a great example by Bret, which allowed me…
Read MoreExpectations for Thrive in 2019
With 2019 now underway, David, Karen, Bret, and Joe discuss the goals set for Thrive Financial Services this year. 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 year of doing…
Read More