David, Karen, and Bret are joined by Jim and Fran from Del-Val Insurance as they discuss current financial trends heading into 2019 such as extreme market volatility, which could cause uncertainty heading into the new year. [smart_track_player url=\” https://soundcloud.com/livewiththrive/financial-trends-to-look-out-for-in-2019\” ] I’d like welcome in David Bezar to begin the conversation. It\’s going to be rapid …
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. [smart_track_player url=\”https://soundcloud.com/livewiththrive/why-should-i-choose-thrive\” ] 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 …
In case you missed it, we recently held our Veteran’s Appreciation event last Friday, December 7th at North Penn VFW Post #676. If you did attend, we hope you enjoyed your time with us, along with the food and drinks! Our event was a great success and we have received plenty of positive feedback from those …
David, Karen, and Bret each discuss a unique topic and trend that is going on in the financial industry. Some topics include stock trends heading into 2019, how to approach annuities, and why you should start saving for retirement now. Listen to the full podcast below! [smart_track_player url=\”https://soundcloud.com/livewiththrive/am-i-ready-for-retirement-in-2019\” title=\”Am I Ready for Retirement in 2019? …
David Bezar, Bret Elam, and Karen Bezar discuss topics such as managing your investments, as well as retirement preparation and knowing which insurance policies will work for certain situations. In partnership with Del-Val Insurance, Jim Muelbronner will also be discussing the topic of insurance. Listen to the podcast here: [smart_track_player url=\”https://soundcloud.com/livewiththrive/the-importance-of-knowing-your-insurance\” title=\”The Importance of Knowing …
David Bezar, Bret Elam, and Karen Bezar discuss common tax mistakes, the importance of planning retirement early, and problems within the financial industry [smart_track_player url=\”https://soundcloud.com/livewiththrive/thrive-0811-podcast\” title=\”Taxes, Taxes, and More Taxes\” ] 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 …
Are you aware of the most common mistakes people are making as they near retirement? Do you know where to get answers to your retirement questions? Join our retirement planning experts as they discuss the most common mistakes they see people making as they near retirement. — [smart_track_player url=\”https://soundcloud.com/livewiththrive/915show\” title=\”Common Mistakes in the Marketplace\” ] …
An article titled \”The Three Mistakes That Can Cost You a Fortune\” is discussed as well real life stories that exemplify the importance of getting a professional\’s opinion on Social Security. The Thrive experts bring real information, real understanding, and real solutions as they address the subject of taxes in retirement which is …