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.
Saturdays at 6 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 CONTENT LIBRARY
20 THINGS TO CONSIDER IN 2020
With this 3-page download, you will discover 20 valuable tips for 2020 that will help you retire the way you want!
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
Is your retirement at risk? Download this brochure to find out!
SAMPLE RMD TAX REPORT
This sample report illustrates a tax analysis for "John Doe" in order to provide an example of retirement income planning and tax efficiency in retirement!
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Catch up on our latest episodes:
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…Read More
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…Read More
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. …Read More
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…Read More
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…Read More
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. …Read More
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…Read More
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…Read More
Trying to understand the financial industry can be hard, thus affecting your decisions and plans later on in life. There’s just not enough authenticity in the financial education around that people end up losing interest and unmotivated with taking care of their finances. This gap in the industry is what pushed Joe and David…