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LISTEN TO RETIREMENT TIPS ON THE RADIO

THRIVE RETIREMENT ROADMAP RADIO SHOW!

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.  &  11 P.M.

Saturdays at 8 A.M.

Sundays at 9 A.M.

Sundays at 6 P.M.

WHERE

Listen LIVE on Philly’s 1210AM WPHT Talk Radio OR on 98.1 FM WOGL HD-2

Listen LIVE on Philly’s AM990 The Answer WNTP

Listen LIVE on Philly’s 1210AM WPHT Talk Radio OR on 98.1 FM WOGL HD-2

Listen LIVE on S. Jersey’s News Talk 1400AM WOND 

Not near a radio? No problem!

Stream us LIVE by clicking on Audacy.com.

Missed a segment or want to hear something again?

Stream all of our shows for free right HERE!

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THRIVE ON 6 ABC'S WEEKEND EXTRA

Retirement savings acount balances are booming, but many have also been rocked by volatile markets and unexpected job loss.

Join 6 ABC's Gina Gannon and Thrive's Bret Elam as they discuss navigating today's complex financial world.

Have questions about your retirement income plan? Use the button below to schedule a complimentary phone call with one of Thrive's Retirement Planning Experts

Click Here to Schedule Your Retirement Account Analysis

THRIVE CONTENT LIBRARY

Roth IRA_Cover

The thrive roth ira guidebook!

Confused by Tax Rules that govern IRAs?

Do you know the difference between a traditional IRA and a Roth IRA?

The rules change frequently and can be extremely complicated.

Don't worry. We'll make it a little easier for you.

Our Roth IRA Guidebook can help you with some of those questions you may have.

Download today!

GET YOUR DOWNLOAD

Download Our "Roth IRA Guidebook" Now!

Enter this information below for an email download of your guide!

Click Here to Download!
Roadmap to Retirement

Roadmap to Retirement: Navigating your way to peace of mind

 

With this 10-page instant download and Amazon best-seller, you will discover valuable advice on legal matters, taxes and other matters that can help you overcome obstacles and properly plan ahead to live the retirement lifestyle of your choice.

GET YOUR EMAIL DOWNLOAD

Download the Roadmap to Retirement Preview

Please complete the form below and check your email for the complimentary download!

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Catch up on our latest episodes:

MONTHLY NEWSLETTER

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September 2021 Newsletter – Thrive Times

September 2021 Thrive Times  Read All About It! RMDs In 2021 . . . Moving During Retirement . . . Strategic Philanthropy . . .  Read about this and more in this month’s Thrive Times!!!     ALSO . . . Here are 3 Ways We Can Help You Right Now! 1. Attend one of…

August 2021 Newsletter

August 2021 Thrive Times  Read All About It! Thrive Makes Inc 5000 . . . Roth vs. Traditional IRA . . . The Future of Automobiles . . . SPACs Explained . . .  Read about this and more in this month’s Thrive Times!!!   Full “Thrive Makes Inc 5000” Press Release HERE ALSO . .…

July 2021 Newsletter

July 2021 Thrive Times  Read All About It! All About RMDs and their Purpose. . . Tax Strategies in the New Administration . . . How Demographics are Differing on Retirement Plans . . .  Read about this and more in this month’s Thrive Times!!!   ALSO . . . Here are 3 Ways We…

June 2021 Newsletter

June 2021 Thrive Times  Read All About It! The $4.5 Trillion Circular Economy . . . Nonprofits Help Narrow Gender Wage Gaps . . . Preparing for a Loved One’s Death . . . Read about this and more in this month’s Thrive Times!!!   ALSO . . . Here are 3 Ways We Can…

May 2021 Newsletter

May 2021 Thrive Times            Read All About It! That Pesky Early Withdrawal Penalty . . . New Status on Pension Plans . . . Tax Topic: Qualified Business Income Deduction . . . Read about this and more in this month’s Thrive Times Make an Appointment Today! https://www.meetthrive.com/appointments

April 2021 Newsletter

April 2021 Thrive Times            New Design, Better Newsletter. Tax season in full swing . . . Healthcare spending impacted during this pandemic . . . Concerns about Social Security Benefits . . . Read about this and more in this month’s Thrive Times. Make an Appointment Today! https://www.meetthrive.com/appointments

February 2021 Newsletter

Thrive Times_Feb 2021

December 2020 Newsletter

Thrive Roadmap to Retirement Digest   December 2020 New Checklist!   Financial Issues to Consider Before 2021 This checklist covers year-end topics can include tax planning, investment and retirement accounts, charitable giving, cash flow and savings, insurance and estate planning. Download Now! Comforting Chocolate Chip Cookies As we enter the colder months, nothing warms your…

Thrive Times – October 2020

  Download our Latest Guide! Take Charge Of Your Taxes | Knowledge You Need For Proactive Planning AVOID SURPRISES AT TAX TIME – Take a look at the changes that could affect your return The phenomenon known as the “bracket creep” Deductions and exemptions that may apply to your situation Download Now > ANOTHER MIXED…

Thrive Roadmap to Retirement Digest – November 2020

  Flourish | Prosper | Succeed Meet Our Team Kathy Olivari, Associate Financial Advisor Kathy joined the Thrive Team in 2020 bringing with her a wealth of knowledge and experience with over 30 years in the financial services industry. She is extremely well rounded and has exposure to a variety of positions including being a…

STAY INFORMED

Topics that Interest You.     Get the Inside Scoop.

College Savings: An Update

August 31, 2021

A big change for 529 plans, including non-parent owned accounts Posted by CopyTeam   Congress is known for passing enormous bills with lots of little-known provisions that are not entirely central to the key objectives of the bill. Alas, the Coronavirus Response and Relief Supplemental Appropriations Act of 2021 is one of them. It contains…

Reshoring: Supply Chain Trends

August 26, 2021

What’s the Future for Products and Services Made in America? Posted by CopyTeam   Reshoring Advances Manufacturing Supply Chains to Generate Good Jobs – Companies Evaluate Their Global Strategy According to a recent survey of supply chain professionals, the COVID-19 pandemic interrupted 98% of global supply chains. Among the most disruptive supply challenges was the…

Retirement Withdrawal Strategies

August 24, 2021

How to Withdraw Funds – The Right Strategy Will Depend How Much Money You Saved Posted by CopyTeam   As hard as retirement saving and investing may seem, that’s the easy part. The real challenge is figuring out how to make your accumulated savings last throughout your and your spouse’s retirements. You need a retirement…

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PRESS RELEASES

Thrive Financial Services on Inc. 5000 List for Another Year!

Inc. Magazine Reveals Annual List of America’s Fastest-Growing Private Companies–the Inc. 5000 Ranking No. 1503 on the 2021 Inc. 5000 — Up from No. 1663 on the 2020 List With Three-Year Revenue Growth of 314.5 Percent     NEW YORK, Aug. 17, 2021 /PRNewswire/ — Inc. Magazine today revealed Thrive Financial Services/Capital Management is No. 1503 on its…

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Kudos to Ryan Kelly

      Please join us in congratulating one of our own, Ryan Kelly, MS, and newly achieved CFP®!!!   Ryan, Thrive’s Director of Financial Planning, has been working so hard for this day. He planned, he studied and after an intense six-hour test, he can add this coveted designation to his name.   Ryan…

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Monitoring Coronavirus (COVID-19)

The Team at Thrive Financial Services continues to closely monitor the situation surrounding COVID-19 and the variants.   As always, our clients remain the top priority for all of us at Thrive.  We are prepared and diligently following the latest developments from the Centers for Disease Control and Prevention (CDC) and World Health Organization (WHO).…

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Thrive Financial Services Inducted into Inc. 5000!

      Inc. Magazine Unveils Its Annual List of America’s Fastest-Growing Private Companies—the Inc. 5000  Thrive Ranks No. 1663 on the 2020 Inc. 5000 With Three-Year Revenue Growth of 258.1% Percent NEW YORK, August 12, 2020 – Inc. magazine today revealed that Thrive Financial Services is No. 1663 on its annual Inc. 5000 list,…

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Thrive Featured on 6ABC

For Immediate Release: Team Thrive is very excited to share our feature on 6ABC’s Weekend Extra. Thrive’s very own managing partner, David Bezar, joined the Weekend Extra team to discuss the effectiveness of implementing Tax Planning strategies in your life. By deploying certain strategies, you can potentially save up to hundreds of thousands of dollars…

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Thrive Financial Services: Featured in Kiplinger Magazine

  When they think about retirement, many people have two big concerns. First, they worry they won’t have enough money to support their lifestyle. Second, they fear their money won’t last. To help put their concerns to rest, pre-retirees need answers to questions many of them don’t even know to ask.     The financial…

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Thrive Capital Management: Featured in Wall Street Journal

   Five Star Professional is pleased to announce David Bezar, Thrive Capital Management, LLC, has been chosen as a Five Star Wealth Manager for 2016.    “Our Success is not built on what we accomplish for ourselves, rather its foundation lies in what we do for others,” said David Bezar of Thrive. “At Thrive Capital Management, LLC, our mission is to…

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