Our Blog
Here is where you can stay up on the latest from Thrive!
Expectations for Thrive in 2019
With 2019 now underway, David, Karen, Bret, and Joe discuss the goals set for Thrive Financial Services this year. [smart_track_player url=\”https://soundcloud.com/livewiththrive/expectations-for-thrive-in-2019\” ] 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 […]
Read More2018 Year in Review
David, Bret, Karen, and Joe discuss the growth and improvements within Thrive Financial Services in 2018, as well as new policies that will be in effect in 2019. [smart_track_player url=\”https://soundcloud.com/livewiththrive/2018-year-in-review\” ] David, I want to begin by thanking you, by thanking Karen, and by thanking Bret on behalf of all of the people who have […]
Read MoreWhat are RMD\’s, and Why are They Important?
David, Karen, Bret, and Joe discuss all things Thrive, including why you should be up-to-date on your knowledge of RMD\’s, or required minimum distributions. [smart_track_player url=\”https://soundcloud.com/livewiththrive/what-are-rmds-and-why-are-they-important\” ] I can\’t believe it David, but we are down to, if there were a calendar or a clock in front of us right now, everything is clicking over […]
Read MoreFinancial Trends to Look Out For in 2019
David, Karen, and Bret are joined by Jim and Fran from Del-Val Insurance as they discuss current financial trends heading into 2019 such as extreme market volatility, which could cause uncertainty heading into the new year. [smart_track_player url=\” https://soundcloud.com/livewiththrive/financial-trends-to-look-out-for-in-2019\” ] I’d like welcome in David Bezar to begin the conversation. It\’s going to be rapid […]
Read MoreWhy Should I Choose Thrive?
David, Karen, and Bret discuss reasons that separate Thrive Financial from other financial advisories. Other topics include navigating and implementing your retirement plan, along with aligning it to your particular goals. [smart_track_player url=\”https://soundcloud.com/livewiththrive/why-should-i-choose-thrive\” ] David we will start with you today. Meetthrivefinancial.com is the window into getting to know you, Karen, and Bret. It\’s was created with that […]
Read MoreA Special Thanks to the Veterans!
In case you missed it, we recently held our Veteran’s Appreciation event last Friday, December 7th at North Penn VFW Post #676. If you did attend, we hope you enjoyed your time with us, along with the food and drinks! Our event was a great success and we have received plenty of positive feedback from those […]
Read MoreAm I prepared for Retirement in 2019?
David, Karen, and Bret each discuss a unique topic and trend that is going on in the financial industry. Some topics include stock trends heading into 2019, how to approach annuities, and why you should start saving for retirement now. Listen to the full podcast below! [smart_track_player url=\”https://soundcloud.com/livewiththrive/am-i-ready-for-retirement-in-2019\” title=\”Am I Ready for Retirement in 2019? […]
Read MoreThe Importance of Knowing Your Insurance
David Bezar, Bret Elam, and Karen Bezar discuss topics such as managing your investments, as well as retirement preparation and knowing which insurance policies will work for certain situations. In partnership with Del-Val Insurance, Jim Muelbronner will also be discussing the topic of insurance. Listen to the podcast here: [smart_track_player url=\”https://soundcloud.com/livewiththrive/the-importance-of-knowing-your-insurance\” title=\”The Importance of Knowing […]
Read MoreTaxes, Taxes and More Taxes!
David Bezar, Bret Elam, and Karen Bezar discuss common tax mistakes, the importance of planning retirement early, and problems within the financial industry [smart_track_player url=\”https://soundcloud.com/livewiththrive/thrive-0811-podcast\” title=\”Taxes, Taxes, and More Taxes\” ] Today we\’re going to address one of the things that does have major impact on retirement, which is taxes. Before I get into that […]
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