What if the appointment you keep talking yourself out of is the one that decides your entire retirement?
Most people book the complimentary meeting, then spend the next week talking themselves out of it. David Bezar has a name for it. The ostrich theory. Head in the sand, wait a while, hope the problem goes away on its own.
In this solo episode, David pulls back the curtain on what actually happens when you show up. The self-assessment that decides whether you should come in at all, why Thrive throws out every 7, the introductory email, the two appointments, and the side-by-side report that shows exactly what your portfolio would lose in a market like 2008.
He also shares the seminar question from a 66-year-old whose CPA shut down Roth conversions without ever explaining why. You only get one shot to retire successfully. Listen or watch now!