Posts Tagged ‘401(k)’

Tax Strategies In Retirement

As Tax Day on April 15th quickly approaches, David, Karen, Bret, and Joe discuss unique strategies to take that will save money in the long run. The February ratings are in for Roadmap to Retirement: The Radio Show. February kicks off the year with incredible numbers, which tells me and tells all of us, that…

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It’s Tax Season!

David, Karen, Bret, and Joe dive into a discussion about taxes and break down some strategies for 2019. Karen also discusses current developing trends among senior citizens in the U.S. How quickly we went from ending up the month of February into the month of March, and now coming into our vision is taxes April…

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Am I Prepared For the Inevitable?

David, Bret, and Karen are joined by Jim from Del-Val Insurance to discuss what is going on within the marketplace. Other topics include common situations that harm couples during their retirement. We have a great lineup today, including some topics from Del-Val Insurance. before I get you to do your opening remarks for the audience,…

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The Downfalls of Greed in Retirement

Bret discusses the downfalls of greed, Karen goes over annuities 101, and David talks about the growth and progress within Thrive Financial Services We have a full jam-packed discussion of information this morning where we’re going to cover the topic of greed. We’re going to talk about annuities, and then we’re going to have a…

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Why Should I Choose Thrive?

David, Karen, and Bret discuss reasons that separate Thrive Financial from other financial advisories. Other topics include navigating and implementing your retirement plan, along with aligning it to your particular goals.  David we will start with you today. Meetthrivefinancial.com is the window into getting to know you, Karen, and Bret. It’s was created with that purpose in mind…

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Taxes, Taxes and More Taxes!

David Bezar, Bret Elam, and Karen Bezar discuss common tax mistakes, the importance of planning retirement early, and problems within the financial industry Today we’re going to address one of the things that does have major impact on retirement, which is taxes. Before I get into that I want to share a quick story. Last…

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Securing Your Retirement Assets

  Do you have a plan in place for retirement? Is your money going to last during your retirement? The rules during retirement are very different than the rules that you use to invest to create your nest egg. It’s like physics. That law of physics states that a body at rest tends to stay…

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Dealing With Unplanned Retirement

  Something that’s as real as the day is long is rightsizing. Unplanned retirement is a possible reality that you have to deal with when you get to be a certain age. It’s devastating to some people, while some people see it as a welcomed type of situation. They’re ready and this forced the situation…

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Do I Even Need A Financial Advisor?

  There are so many pitfalls that people unknowingly trip over when it comes to planning their retirement. Explore the ways in which you can better prepare yourself for it. Avoid the mistake of thinking that you don’t need a financial advisor. Bringing out the topic of behavioral economics, it’s clear how capable people are…

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What is a 401(k) And Do I Need It?

  Having a retirement savings plan may not seem as enticing for a number of people. That’s only because they don’t know what to do with it, or they’re still at that mindset where future things should be for the future. They still need to get the proper financial education that will help them see…

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