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5 Tax Planning Strategies Used by the Ultra-Wealthy…

[fusebox_track_player url=\”https://soundcloud.com/livewiththrive/5-tax-planning-strategies-used-by-the-ultra-wealthy-that-could-help-you\” social_linkedin=\”true\” social_email=\”true\” ] Speaker 1: 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 …

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4 Daunting Challenges for the Second Half of 2020

  [fusebox_track_player url=\”https://soundcloud.com/livewiththrive/4-daunting-challenges-for-the-second-half-of-2020\” social_linkedin=\”true\” social_email=\”true\” ] Announcer: 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 …

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S&P 500 JUMPS INTO POSITIVE YTD TERRITORY AMIDST A BUSY…

\”S&P 500 JUMPS INTO POSITIVE YTD TERRITORY AMIDST A BUSY EARNINGS SEASON AND DESPITE HISTORICALLY AWFUL SECOND QUARTER GDP NUMBERS\” Weekly Market Update — August 3, 2020 The markets were mixed this week, as the smaller–cap names underperformed relative to the larger–cap tech names NASDAQ was driven by the large tech names and leapt 3.7% …

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5 Proven Steps to Achieve Financial Independence

[fusebox_track_player url=\”https://soundcloud.com/livewiththrive/5-proven-steps-to-achieve-financial-independence\” social_linkedin=\”true\” social_email=\”true\” ] Joe Krause: We say good morning on this 4th of July weekend. Welcome into Roadmap to Retirement, the radio show, we start with a question. What if you forgot about the whole idea of retirement? What if you stop thinking about it as some sort of finish line or that …

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