David Bezar

From Accumulation to Distribution: Rethinking Retirement Finances

Summary: Episode 203: David Bezar kicks off this episode with a recap of last week’s much-talked-about Social Security-focused session, where listeners poured in texts, benefiting from the white paper we shared. The massive engagement confirmed our belief in the positive impact we were making. Taking a cue from that, today’s show presents another ‘not-to-miss’ playbook …

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Episode #191 – Create Retirement Success with Awareness and Education

Welcome to podcast episode #191 – “Create Retirement Success with Awareness and Education” of Roadmap to Retirement, The Radio Show. 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: …

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Thrive Market Minute – Inflation Fears Intensify, Drive Markets Down

Inflation Fears Intensify, Drive Markets Down Tuesday, September 20th 2022   Domestic stocks fell sharply last week, as inflation fears intensified and short-term bond yields reached levels last seen in 2007. The S&P 500 recorded its largest weekly drop since mid-June, while the Dow tumbled 1,200 points on Thursday for its worst drop in two months.The defining event of …

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Thrive Market Minute – INFLATION DATA BLOWS UP MARKET’S NARRATIVE

INFLATION DATA BLOWS UP MARKET’S NARRATIVE Wednesday, September 14th, 2022   Until today, the market was self-indulging in the thought that we had reached “peak” inflation and that the Federal Reserve’s hawkishness was all smoke and mirrors. Markets reasoned that inflation would continue to decline and a Fed that appears predisposed to be dovish would …

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AS EARNINGS SEASON KICKS OFF, STOCKS ENDURE A CHOPPY WEEK…

Weekly Market Update – October 19, 2020 AS EARNINGS SEASON KICKS OFF, STOCKS ENDURE A CHOPPY WEEK PUNCTUATED BY LOTS OF UNCERTAINTIES AND VOLATILITY As earnings season kicked off, glass-half full investors will say that stocks ended the week higher, but just barely Technically, one can say that NASDAQ trounced the other indices as it …

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