Posts Tagged ‘Early Retirement’

The Reality of the 4% Rule

David, I say good morning to you. We’ve reached that point in the year, Memorial Day, where it’s almost, to me, a checkpoint. You get to Memorial Day, and then you can start to focus on the summer and start to look ahead for at least the three months that are in front of us.…

Read More

Advice for Women in Retirement

It’s unbelievable, David, that we’ve already reached the point here in 2019 that it’s May. Time moving along as the Roadmap to Retirement always does. The road just doesn’t stop. That’s right Joe. There’s that theory that as you age, time goes faster. I don’t know if I buy into that, but it certainly seems…

Read More

Tax Strategies In Retirement

As Tax Day on April 15th quickly approaches, David, Karen, Bret, and Joe discuss unique strategies to take that will save money in the long run. The February ratings are in for Roadmap to Retirement: The Radio Show. February kicks off the year with incredible numbers, which tells me and tells all of us, that…

Read More

The Downfalls of Greed in Retirement

Bret discusses the downfalls of greed, Karen goes over annuities 101, and David talks about the growth and progress within Thrive Financial Services 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 to have a…

Read More

The State of American Pensions

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. 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 the weather will…

Read More

What are RMD’s, and Why are They Important?

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. 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 into 2019. It’s…

Read More

Taxes, Taxes and More Taxes!

David Bezar, Bret Elam, and Karen Bezar discuss common tax mistakes, the importance of planning retirement early, and problems within the financial industry 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 I want to share a quick story. Last…

Read More

Common Mistakes in the Marketplace

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. — David, set the table for us. What are…

Read More

Where Are Your Tax Dollars Going?

  David Bezar, Bret Elam and Karen Bezar discuss the pitfalls of women in retirement, social security and the importance of having a financial plan in place after the death of a spouse.       I would like to start this weeks blog by praising our Thrive Army. We can say with an unconditional…

Read More

Your Early Retirement Package

  It is very necessary to plan for your future retirement early on. But sometimes, with different kinds of offers around, navigating through it can seem like a task. You may find yourself being forced into that situation which could be detrimental if you don’t know how to handle it. Thrive goes over three main…

Read More