
Thrive in Retirement
With David Bezar
Your Retirement. Your Questions. Real Conversations.
Because Retirement Should Be About More Than Just Getting By.

Meet Your Host: David Bezar
David Bezar, Founder and Senior Managing Partner of Thrive Financial Services, has spent more than 37 years helping individuals and families navigate the road to and through retirement. As host of Thrive in Retirement, David brings decades of experience to candid conversations about the financial decisions that matter most in retirement. Each episode cuts through the noise around taxes, income, healthcare, investments, and legacy planning to make complex topics easier to understand. His goal is simple: help you ask better questions, make more informed decisions, and thrive throughout retirement.
✉️Use the form below to sign up for emails directly to your inbox every time we post a new episode!
-

08 | How to Shop Medicare So It Stays Affordable at 85 with Dawn Myers
Listen Now: 08 | How to Shop Medicare So It Stays Affordable at 85 with Dawn MyersWhat if the Medicare plan that worked for you this year is quietly setting you up to overpay next year? Most people treat Medicare as a one-time decision. David Bezar…
-

07 | How to Defuse the Tax Bomb in Your IRA with Michael Abbott, CFP®
Listen Now: 07 | How to Defuse the Tax Bomb in Your IRA with Michael Abbott, CFP®What if the Roth conversion you thought was protecting you is quietly costing you more? Scroll social media anywhere near retirement age, and you will get hit with 10 to…
-

06 | Social Security: The Retirement Decision Most People Underestimate with Richard Parrett, CFP®
Listen Now: 06 | Social Security: The Retirement Decision Most People Underestimate with Richard Parrett, CFP®What if the biggest money decision of your retirement is one you only get one shot at, and almost nobody explains it to you? Most people spend decades paying into…
-

05 | What Happens When You Actually Book That “Free Meeting” We Keep Mentioning
Listen Now: 05 | What Happens When You Actually Book That “Free Meeting” We Keep MentioningWhat if the appointment you keep talking yourself out of is the one that decides your entire retirement? Most people book the complimentary meeting, then spend the next week talking…
-

04 | How to Turn Your Savings Into a Lifetime Paycheck with Sean DeBarberie, CFP®
Listen Now: 04 | How to Turn Your Savings Into a Lifetime Paycheck with Sean DeBarberie, CFP®What if the money you spent 30 years saving runs out before you do? Most people spend 30 years saving for retirement and almost no time on the part that…
-

03 | How Your Retirement Income Actually Gets Taxed with Christopher Bak, CRPC®
Listen Now: 03 | How Your Retirement Income Actually Gets Taxed with Christopher Bak, CRPC®What if the taxes you thought would get easier in retirement are actually about to get much harder? Most people assume taxes get simpler once the paycheck stops. David Bezar…
Thrive Retirement Roadmap: The Radio Show
Honoring where we started — and evolving for where retirement conversations are going.
Before Thrive in Retirement, there was Live with Thrive.
After years on the air, we felt Live with Thrive had accomplished what we created it to do. o, we made the decision to close the chapter on Live with Thrive and eventually build something entirely new: Thrive in Retirement.
While the radio show has ended, we’re proud of the conversations that happened there — and many of them remain just as relevant today. That’s why we’ve kept select Live with Thrive episodes available in our archive. They represent years of conversations, education, and the history that helped shape how we communicate about retirement today.
Thrive in Retirement isn’t a continuation of Live with Thrive. It’s the next evolution of how we fulfill the same underlying mission: helping people become more informed, ask better questions, and make more confident decisions about their retirement.
-

Reinventing Retirement: Modern Strategies for your 401(k)
Listen Now: Reinventing Retirement: Modern Strategies for your 401(k)Transcript Welcome to roadmap to retirement, the radio show with David Bezar, Karen Bezar and Bret Elam from Thrive financial services. Saving for retirement is a great start. But it’s…
-

To Delay or Not to Delay: Navigating Social Security Timing for Optimal Retirement
Listen Now: To Delay or Not to Delay: Navigating Social Security Timing for Optimal RetirementListen & Read Along Subscribe on Apple Podcasts: https://podcasts.apple.com/us/podcast/live-with-thrive/id1395330021 Subscribe on Spotify: https://open.spotify.com/show/6vzARJJW5UHEw43cioo6qN Welcome to roadmap to retirement, the radio show with David Bezar, Karen Bezar and Bret Elam from…
-

Navigating the New Normal: Financial Strategies for Retirees and Pre-Retirees
Listen Now: Navigating the New Normal: Financial Strategies for Retirees and Pre-RetireesTranscript Welcome to roadmap to retirement, the radio show with David Bezar, Karen Bezar and Bret Elam from Thrive financial services. Saving for retirement is a great start. But…
-

Navigating Uncertainty: Strategies for Financial Success
Listen Now: Navigating Uncertainty: Strategies for Financial Success*Originally Aired on 3/2/2024 Welcome to roadmap to retirement, the radio show with David Bazar, Karen Bazar and Bret Elam from Thrive financial services. Saving for retirement is a…
-

Navigating Financial Tides and Social Security Strategies
Listen Now: Navigating Financial Tides and Social Security StrategiesListen and read along to our latest episode! Transcript Welcome to roadmap to retirement, the radio show with David Bezar, Karen Bezar and Bret Elam from Thrive financial services,…
-

Exploring Retirement Preparedness in Turbulent Times
Listen Now: Exploring Retirement Preparedness in Turbulent TimesJoe Krause I think it’s a December edition of roadmap to retirement to Radio Show with David Bazar and Bret Elam am Joe Kraus glad to be with you, and…






