Podcasts
The 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…
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…
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