Early Retirement

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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STOCKS MAKE BIG WEEKLY JUMPS AS THE DJIA, S&P 500 & RUSSELL 2000…

STOCKS MAKE BIG WEEKLY JUMPS AS THE DJIA, S&P 500 & RUSSELL 2000 ALL RECORD MILESTONES AND NASDAQ CONTINUES ITS TORRID PACE Weekly Market Update – October 13, 2020   U.S. stocks jumped during the first full week in October, as all the major indices advanced significantly, with small-caps making a big leap on the …

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Being Proactive In Your Tax-Planning… Never Reactive

[fusebox_track_player url=\”https://soundcloud.com/livewiththrive/being-proactive-in-your-tax-planning-never-reactive\” social_linkedin=\”true\” social_email=\”true\” ] Joe Krause: What do your IRA, 401k, social security benefits and investment income have in common? They could all get clobbered by taxes when you retire, leaving you with a fraction of your nest egg. Welcoming everyone to Roadmap to Retirement, the Radio Show along with David Bezar, Karen Bezar …

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The Psychological Impacts of Uncertainty With Money

[fusebox_track_player url=\”https://soundcloud.com/livewiththrive/the-psychological-impacts-of-uncertainty-with-money\” social_linkedin=\”true\” social_email=\”true\” ]   Speaker: 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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U.S. STOCK MARKETS MIXED AS SMALL-CAPS OUTPACE LARGER-CAPS…

U.S. STOCK MARKETS MIXED AS SMALL-CAPS OUTPACE LARGER-CAPS AND VALUE NAMES OUTPACE GROWTH NAMES Weekly Market Update – Sept 21, 2020 It was a mixed week for U.S. stocks, as small caps snapped a two week losing streak and the larger caps extended their losing streak to three weeks The smaller-cap Russell 2000 jumped 2.6% …

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5 Signs You Need Money Counseling, Not Marriage Counseling

Many couples blame their marriage problems on disagreements and an inability to see eye to eye. Marriage counseling is a great option for couples who need to learn how to better communicate, but it might not solve the problem that caused a disagreement in the first place, especially if the problem involves money. So because …

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