Thrive Financial Services

Podcasts

We help individuals and families pursue their ideal retirements.

#182 – Slow ‘n Steady

Airdate: 1/29/23: On this week’s Roadmap to Retirement, the Radio Show – catch up with our hosts David Bezar, Bret Elam, and Karen Bezar! Listen now to the latest episode! 

#181 – Market Is Getting Skittish

Airdate: 1/22/23: On this week’s Roadmap to Retirement, the Radio Show – catch up with our hosts David Bezar, Bret Elam, and Karen Bezar. Listen now!

#180 – New Opportunities

Airdate: 1/15/2023: On this week’s Roadmap to Retirement, the Radio Show – catch up with our hosts David Bezar, Bret Elam, and Karen Bezar as they discuss this week’s episode on taxes and Roth conversions, 10 ways women can save themselves from retirement shortfalls, and so much more! Listen now!

#179 – 2023 Kickoff Episode!

Airdate: 1/8/23: On this week’s Roadmap to Retirement, the Radio Show – catch up with our hosts David Bezar, Bret Elam, and Karen Bezar as they talk about kicking off 2023! Listen Now To Find Out!

#178 – Wrapping Up In 2022

Airdate: 12/10/2022: On this week’s Roadmap to Retirement, the Radio Show – catch up with our hosts David Bezar, Bret Elam, and Karen Bezar as they go over wrapping up the new year. Listen Now To Find Out!

#177 – Chaotic Week

Airdate: 12/03/2022: On this week’s Roadmap to Retirement, the Radio Show – catch up with Bret Elam and Karen Bezar and special guest Jeff Walker! This is a must-listen-to episode. Listen Now To Find Out!

#176 – That Time Of Year, It’s Crunch Time!

Airdate: 11/19/2022: On this week’s Roadmap to Retirement, the Radio Show – catch up with Bret Elam who brings on two special guests, Mandy Snider and Erik Schuster as they talk about that time of year with record-breaking holiday sales and finalizing important documents that should be completed before the end of the year! Listen Now To Find Out!

#175 – Making Sense Of Your Retirement Plan

Airdate: 11/12/2022: On this week’s Roadmap to Retirement, the Radio Show – catch up with our hosts David Bezar, Bret Elam, and Karen Bezar. “There are a lot of moving parts right now in the stock market. One of the benefits of working with the right type of financial professional is that they can give you that awareness of what’s happening, education so that you can make the right decision and if you’re still wondering what the right decision is, that professional can offer that leadership to walk you through that process.” – David Bezar Listen Now To Find Out!

#174 – The Right Time To Take Action Is Now

Airdate: 11/05/2022: On this week’s Roadmap to Retirement, the Radio Show – catch up with our hosts David Bezar, Bret Elam, and Karen Bezar as they will be going over market volatility, lagging indicators in relation to the market, and what they foresee of what’s coming ahead and the reasons to be proactive today. Also talking about what one of the most surprising things about retirement is today. Listen Now To Find Out!

#173 – The Community

Airdate: 10/22/2022: On this week’s Roadmap to Retirement, the Radio Show – catch up with our hosts David Bezar, Bret Elam, and Karen Bezar as they talk about our upcoming workshops and how we are trying to bring awareness to retirement to our community. Listen Now To Find Out!

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