What if the one thing your financial advisor never talks about is the thing that decides your entire retirement?
In the first episode of Thrive in Retirement, David Bezar opens up about why he built Thrive Financial Services after 37 years in the industry, and why most advisors stop being useful right when retirement gets complicated.
He walks through ROUTE, his five-part framework for a successful retirement: Risk, Optimizing income, Unplanned healthcare costs, Taxes, and Estate planning. Along the way, he explains why an IRA is really an IOU to the IRS, how a single Social Security decision can be worth six figures, and why running out of money is the risk almost no one plans for.
You only get one shot at retirement. There are no do-overs. Listen now.