Navigating Uncertainty: Strategies for Financial Success
*Originally Aired on 3/2/2024 Welcome to roadmap to retirement, the radio show with David Bazar, Karen Bazar and Bret Elam from Thrive financial services. Saving for retirement is a great start. But it’s what you do with this money that really matters. What’s your strategy to reduce taxes, generate income in retirement, reduce your risk and get even more money from Social Security. This is where you can count on straightforward and objective advice about how you can potentially make your money go further and retirement. This is roadmap to retirement the radio show. Now here are your hosts,…
Navigating Financial Tides and Social Security Strategies
Listen and read along to our latest episode! Transcript Welcome to roadmap to retirement, the radio show with David Bezar, Karen Bezar and Bret Elam from Thrive financial services, who have been featured on Fox, ABC, NBC, the Wall Street Journal and more. Saving for retirement is a great start. But it’s what you do with this money that really matters. What’s your strategy to reduce taxes, generate income in retirement, reduce your risk, and get even more money from Social Security. This is where you can count on straightforward and objective advice about how you can make your…
Exploring Retirement Preparedness in Turbulent Times
Joe Krause I think it’s a December edition of roadmap to retirement to Radio Show with David Bazar and Bret Elam am Joe Kraus glad to be with you, and hope you will stay with us for the full hour as we jump back in with updated content, new programming. And sometimes David, I feel as though when we begin to show, it’s new content, but the underlying premise behind the content is still the same. You still need to educate yourself to get a better handle on decisions that you should make. And hopefully, hopefully, this show creates a…
Navigating the “Golden Years”
Joe Krause I welcome everyone to another edition of roadmap to retirement to radio show along with David Bazar and Brett Elam. I’m Joe Kraus, we thank you for tuning into this new edition of roadmap to retirement, the radio show new edition, because new information, sometimes the information is the same, but still new, depending on who’s consuming it. And who’s listening to it. The hope, David, is that we continue or the listening audience continues to say they are getting better educated by connecting with thrive, and I think that is 100% accurate. David Bezar Yeah, Joe,…
Understanding Tax Implications of Retirement Income Sources
At some point, the topic of taxes in retirement is going to get your attention if it hasn’t already, taxes could be your biggest expense in retirement. Every time you turn around, you’ll be paying taxes on your IRA 401k and other tax deferred accounts, Social Security benefits, investment, income and more. When you add it all up, taxes could be your largest expense in retirement and you could be left with a fraction of your retirement savings. But if you take advantage of some preventative tax planning strategies before you retire, you could save yourself hundreds…
Are you Ready for Taxes in Retirement?
Listen & Read Along to our Latest Episode At some point, the topic of taxes in retirement is going to get your attention if it hasn’t already, taxes could be your biggest expense in retirement. Every time you turn around, you’ll be paying taxes on your IRA, 401k and other tax deferred accounts, Social Security benefits, investment, income and more. When you add it all up, taxes could be your largest expense in retirement and you could be left with a fraction of your retirement savings. But if you take advantage of some preventative tax planning strategies before you…
Navigating Medicare in Retirement
Joe Krause and welcome everyone to another edition of roadmap to retirement the radio show so glad you’re here for a Labor Day special and wow what a topic we are going to cover for the full hour today. Brett Elam will take the lead chair today David and Karen are traveling for the weekend this show Brett will be a must listen. And a must download Episode Episode because we’ve said so many times. And I know personally just when I see an ad pop up on television about Medicare. I know how confusing it can be. Yeah, …
#200 – Stock Market Volatility
Join David Bezar and Bret Elam on the newest episode of the Roadmap to Retirement podcast episode #200 – Stock Market Volatility as they discuss the impact of stock market volatility on retirement savings and so much more. Gain insights on reassessing your risk tolerance and aligning your investment strategy with your financial goals. Don’t miss this valuable advice to secure your financial future. Or listen on any of our other podcast websites such as Spotify, Soundcloud, or Apple Music. Announcer 00:00 This program is paid for by JAKIB Media Partners. All opinions or statements expressed on this program are…
#199 – Complexities of Retirement
Join David Bezar, Karen Bezar, and Bret Elam on the newest episode of the Roadmap to Retirement podcast episode 199 – Complexities of Retirement as they discuss the complexities of retirement. In this episode, they talk about the importance of proper planning and investing, the impact of taxes on retirement savings, and the viability of Social Security. Gain insights and guidance to navigate the complexities of retirement and make informed decisions. Tune in to get expert advice and ensure a secure financial future! Or listen on any of our other podcast websites such as Spotify, Soundcloud, or Apple Music. Announcer …
#198 – Understanding Long-Term Care Planning
Episode #198 – Understanding Long-Term Care Planning. Listen and read along as hosts David Bezar, Karen Bezar, and Bret Elam talk with Joe Krause. Or listen on any of our other podcast websites such as Spotify, Soundcloud, or Apple Music. Announcer 00:00 This program is paid for by JAKIB Media Partners. All opinions or statements expressed on this program are solely those of JAKIB Media or its guests and do not reflect the views of WPHT or Audacy. Today’s program is pre-recorded Welcome to Roadmap to Retirement, the Radio Show with David Bezar, Karen Bezar, and Bret Elam from…