Early Retirement

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 [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 …

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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. [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 …

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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. [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 …

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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 [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 …

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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. — [smart_track_player url=\”https://soundcloud.com/livewiththrive/915show\” title=\”Common Mistakes in the Marketplace\” ] …

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