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. and 10 a.m.


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

No access to a radio? No problem! Stream the show live HERE!


Thrive on 6ABC


As featured on 6ABC weekend extra

Are you paying more on taxes during your retirement than you realize? Join 6ABC host Ginna Gannon as she speaks with Thrive's very own David Bezar about the defensive steps you can take today to save in your retirement..

Together, Gina and David discuss strategies you may be able to take advantage of to potentially save hundreds of thousands of dollars on taxes during your retirement.

Want to learn more about these Tax Planning Strategies? Click the link below to schedule your FREE Retirement Account Analysis.


2020 Contribution Limit Changes and the SECURE Act



What does the SECURE Act mean for you?  Download our latest free report where we discuss how the SECURE Act could potentially impact your retirement plan, and also how to plan for the changes now!

Roadmap to Retirement

Roadmap to Retirement: Navigating your way to peace of mind


Click here to download a preview of our #1 Amazon Best Seller.

America's Hidden Pension Crisis

America's Hidden Pension Crisis


Is your retirement at risk?  Download this brochure to find out!


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Thrive Times – June 2020

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Thrive Times – February 2020

FEBRUARY 2020 – PDF Version                                                                                                  

Thrive Times – January 2020

JANUARY 2020 – PDF Version

Thrive Monthly – December 2019

DECEMBER 2019 – PDF Version

Thrive Monthly – November 2019

NOVEMBER 2019 – PDF Version

Thrive Monthly – October 2019


Thrive Times – September 2019



Thrive Retirement Roadmap Radio Show Adds 2nd Show Time

For Immediate Release: The Thrive team is proud to announce the addition of another time slot of our Thrive Retirement Roadmap show. You will now have two chances to listen to Bret, David and Karen on Saturday mornings as they discuss current market conditions that may affect you in your retirement. Listen to us every…

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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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Coronavirus (COVID-19)

The team at Thrive Financial Services continues to closely monitor the situation surrounding COVID-19. 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). No one in any…

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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…

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Thrive Financial Services Welcomes Bryan Britchkow

    Bryan joins the team as an elite Financial Advisor bringing more than 20 years of experience to the team.  His areas of expertise include: Portfolio Management; Risk Management; Investment and Trading Strategies.     In his free time, Bryan loves spending time with his wife Jackie and 2 young daughters Hailey and Madison, taking…

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Thrive Financial Services Welcomes Ryan Kelly

    Ryan joins the team as the Manager of the Financial Planning Department after being within the financial services industry for his entire 10-year career thus far.  His broad understanding of investments and security planning, estate planning, tax planning, employee benefits planning, and insurance planning make him a true asset to the Thrive team.  …

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Thrive Financial Services Welcomes Maryann Lim, CFP®

    Maryann  joins the team as an elite Associate Financial Advisor bringing several years of experience to the team and an extremely upbeat, positive attitude to the work environment.  She loves answering difficult client questions and coming up with solutions to hard problems in retirement.     In her free time, Maryann loves spending…

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Thrive Financial Services Welcomes Beverly Cleveland

    Beverly recently joined the Thrive Team in 2019 as a Financial Planner. Using her background in finance, data processing, business paired with her attention to detail, Beverly is a great asset to Thrive.     She enjoys spending time with her husband, her (4) daughters, grand-children, friends and time by the ocean. She…

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Thrive Financial Services Welcomes Natalie Donegan

    Natalie joined the Thrive Financial team in 2018 with an extensive background in customer service. As an office manager at the Fort Washington office, she is the first to answer the phones and welcome all who walk in the door with a positive attitude. Helping customers is always her first priority.    …

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Thrive Financial Services Welcomes David Crespi

    David joins Thrive as an Associate Financial Advisor and helps support the financial planning process. He is a new addition to our team and is developing to become a financial advisor himself. He has industry experience in banking, accounting, and asset management. He believes in education and putting clients’ needs first, making him…

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Concerned About Retirement? We Can Help!

May 29, 2019

David, I want to start with you immediately because I often thought this week many times, the thought came into my mind every time there was a story posted about the tariffs on China, and then China retaliating against the US, the market jumping up, the market jumping down. And it brought into, in my…

Why 2nd Opinions Are So Important

May 17, 2019

It’s the second Saturday in the month of May and we start you off on Roadmap to Retirement, the radio show. We begin by dedicating the entire one hour of our show today to all of the moms from around the Delaware Valley that will celebrate Mother’s Day tomorrow. We also send prayers and support…

Advice for Women in Retirement

May 10, 2019

It’s unbelievable, David, that we’ve already reached the point here in 2019 that it’s May. Time moving along as the Roadmap to Retirement always does. The road just doesn’t stop. That’s right Joe. There’s that theory that as you age, time goes faster. I don’t know if I buy into that, but it certainly seems…