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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.

WHEN

Saturdays at 6 a.m.

WHERE

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!

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BLOGS

TFS 35 | 30-Year Vacation

Plan Your 30-Year Vacation Today with Bob Hansen

By David Bezar | July 19, 2018

  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…

TFS 34 | Retirement Assets

Securing Your Retirement Assets

By David Bezar | July 19, 2018

  Do you have a plan in place for retirement? Is your money going to last during your retirement? The rules during retirement are very different than the rules that you use to invest to create your nest egg. It’s like physics. That law of physics states that a body at rest tends to stay…

TFS 33 | Annuity

Do You Really Understand Your Plan?

By David Bezar | July 19, 2018

  With folks that are a few years out from retirement or have entered retirement, a big dominant question, a big topic of conversation that pops up is annuities. Annuity might be some people’s favorite subject, but generally, when we talk about annuity, there is so much confusion and so much misunderstanding about what the…

TFS 32 | Unplanned Retirement

Dealing With Unplanned Retirement

By David Bezar | July 8, 2018

  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…

TFS 31 | Financial Advisor

Do I Even Need A Financial Advisor?

By David Bezar | June 30, 2018

  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…

TFS 30 | How Do You Make Decisions

How Do You Make Decisions

By David Bezar | June 24, 2018

  The market conditions, whether it’s the Dow or the Nasdaq or it’s the SMP making a new highs pretty much each week and little retracement then back high again, can confuse people. The old adage of buy low and sell high is the theory behind successful investing. Unfortunately and statistically, most retail investors end…

TFS 29 | When Your Spouse Passes

What Happens When Your Spouse Passes

By David Bezar | June 17, 2018

  There are only two inevitable things in life, death and taxes. We’ve covered taxes quite a bit during our workshops, but what happens when your spouse passes? It can be a difficult topic to talk about when death is the subject. It is an inevitable reality but it’s certainly something that should be dealt…

TFS 28 | Retirement vs. Single Women

Retirement vs. Single Women

By David Bezar | June 12, 2018

  Statistically, it is said that 90% of women are likely to manage all their household finances in the United States. And yet, many still find themselves on the ropes, not knowing what to do. Sherri Eigen and Diane Cardano join together to give some helpful insights and tips to regarding retirement vs. single women.…

TFS 25 | The Investment World

What’s Going On In The Investment World?

By David Bezar | June 6, 2018

  Much that happens in the investment world affects our retirement plans. It helps to know whatever is going on in it. David, Karen, Bret, and Joe have us covered as they discuss about the worries people often have with retirement, how to deal with investment risks, and when the worst time to retire is.…

TFS 26 | Early Retirement

Your Early Retirement Package

By David Bezar | June 6, 2018

  It is very necessary to plan for your future retirement early on. But sometimes, with different kinds of offers around, navigating through it can seem like a task. You may find yourself being forced into that situation which could be detrimental if you don’t know how to handle it. Thrive goes over three main…