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Don’t miss our weekly radio show as we broadcast LIVE discussing pressing issues regarding retirement such as Social Security, Risk Management, Forward Tax Planning and Legacy Planning. Your hosts, David Bezar, Karen Bezar and Bret Elam, explain common issues, concerns and scenarios seen as seniors enter their retirement years.
Saturdays at 6 a.m.
Listen LIVE on Philly’s 1210 AM WPHT Talk Radio OR on 98.1 WOGL HDFM.
No access to a radio? No problem! Stream the show live HERE!
A New York Times article with the title Too little, Too late: Bankruptcy Booms among Older Americans outlined the profile of a gentleman who was a former carpenter. His union had changed some of the eligibility requirements for his health insurance that created a snowball that led him and his family into bankruptcy. Unfortunately,…
We tend to spend more time planning about the present that we forget to put high regard to planning for our future. David, Karen, Bret, and Joe give advice that truly stick to real life. They provide some stories of their daily encounters with various clients as they try to navigate their own retirement…
Retirement is like a 30-year vacation, but the route to that 30-year vacation can be a very bumpy one. Most people get very stressed when they’re in transit, even when they’re going on a trip that they’ve looked forward to for a lot of years. The stresses of a long layover are a bit…
Something that’s as real as the day is long is rightsizing. Unplanned retirement is a possible reality that you have to deal with when you get to be a certain age. It’s devastating to some people, while some people see it as a welcomed type of situation. They’re ready and this forced the situation…
There are so many pitfalls that people unknowingly trip over when it comes to planning their retirement. Explore the ways in which you can better prepare yourself for it. Avoid the mistake of thinking that you don’t need a financial advisor. Bringing out the topic of behavioral economics, it’s clear how capable people are…