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. and 1 p.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 for free HERE!
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
THRIVE CONTENT LIBRARY
Should You Consider Doing a ROTH Conversion?
There are a lot of important considerations to weigh before doing a Roth conversion. As a result of the current market condition and changes due to the SECURE Act, Roth conversions are becoming an important strategy that advisors are discussing with their clients.
Are You Paying Too Much in Taxes in Retirement?
Taxes - a necessary evil in our American lives. They pay for the roads, safety, and a host of other community-related services.
Taxes are going to follow you into retirement. Those retirement accounts you've started drawing from, Social Security Benefits you're receiving and other income from accounts designed to support your lifestyle in retirement may be taxable.
Read our latest ebook to see if YOU could be paying more taxes than necessary.
Roadmap to Retirement: Navigating your way to peace of mind
Click here to download a preview of our #1 Amazon Best Seller.
NEVER MISS A SHOW
Subscribe to our Podcast Live with Thrive on your favorite Podcast Application!
Catch up on our latest episodes:
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,…Read More
The Thrive team is excited to announce the relocation of our Exton, PA office! Our new office, conveniently located only a few miles from our previous location, affords us to the opportunity to better serve our community. We look forward to seeing you there – click here for directions.Read More
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…Read More
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…Read More
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
To navigate your retirement with the utmost freedom and joy, you need to have financial education and a financial plan. Knowing the dos and don’ts will fully equip you to what’s inevitably coming for all of us. Before you immediately dive into any advisors there are around, you must make sure whether you are…
It doesn’t always come to mind to people how retirement should be your dream vacation. Often times, retirement is easily associated with spending and paying, which should not be the case. This kind of mentality is the reason why we need proper financial education in order to have access and success to a great…
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…