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. [smart_track_player url=\”https://soundcloud.com/livewiththrive/its-tax-season\” ] How quickly we went from ending up the month of February into the month of March, and now coming into our vision …
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. [smart_track_player url=\”https://soundcloud.com/livewiththrive/am-i-prepared-for-the-inevitable\” ] We have a great lineup today, including some topics from Del-Val Insurance. before I get you to do your opening remarks …
David, Karen, Bret, and Joe are joined by Jim and Fran of Del-Val Insurance to discuss how each company conducts their business, as well as discuss their similarities and differences. [smart_track_player url=\”https://soundcloud.com/livewiththrive/the-similarities-between-thrive-and-del-val-insurance\” ] We say hello to everyone. We start with you, David, and good morning to you, sir. How are you? Good morning to …
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Bret discusses the downfalls of greed, Karen goes over annuities 101, and David talks about the growth and progress within Thrive Financial Services [smart_track_player url=\”https://soundcloud.com/livewiththrive/the-downfalls-of-greed-in-retirement\” ] 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 …
David, Karen, Bret, and Joe discuss the developing pension crisis within the United States, and what it could possibly mean for you and your future. [smart_track_player url=\”https://soundcloud.com/livewiththrive/the-state-of-american-pensions\” ] David, we don\’t use Punxsutawney Phil when we\’re planning, we\’re looking at retirement. But he has a pretty good record, at least in terms of predicting what …
David, Karen, and Bret discuss what it means to be \”Bulletproof\” with your retirement plan. Karen also discusses the importance of caring for retired women, and David goes over the current pension crisis occurring in the United States. [smart_track_player url=\”https://soundcloud.com/livewiththrive/is-my-retirement-plan-bulletproof\” ] We\’ve reached a point, David, where we\’re midway into January, 28 days in the …
Bret discusses new laws in 2019, Karen talks about the importance of women being involved in their retirement plans, and David goes over what to expect during a complimentary consultation with Thrive. [smart_track_player url=\”https://soundcloud.com/livewiththrive/the-thrive-process\” ] We\’re coming off of what I thought was a great discussion last week. There was a great example by Bret, …
With 2019 now underway, David, Karen, Bret, and Joe discuss the goals set for Thrive Financial Services this year. [smart_track_player url=\”https://soundcloud.com/livewiththrive/expectations-for-thrive-in-2019\” ] Today\’s show is going to be off the charts because we have so much going on. We have so much information. We\’re about to start launching again, and we have an intention this …
David, Bret, Karen, and Joe discuss the growth and improvements within Thrive Financial Services in 2018, as well as new policies that will be in effect in 2019. [smart_track_player url=\”https://soundcloud.com/livewiththrive/2018-year-in-review\” ] David, I want to begin by thanking you, by thanking Karen, and by thanking Bret on behalf of all of the people who have …
David, Karen, Bret, and Joe discuss all things Thrive, including why you should be up-to-date on your knowledge of RMD\’s, or required minimum distributions. [smart_track_player url=\”https://soundcloud.com/livewiththrive/what-are-rmds-and-why-are-they-important\” ] I can\’t believe it David, but we are down to, if there were a calendar or a clock in front of us right now, everything is clicking over …