October 2023 Newsletter
CLICK HERE FOR VERSION WITH CLICKABLE LINKS: https://thrivefinancialservices.com/wp-content/uploads/2023/10/October-2023_Newsletter_Live-Link.pdf
CLICK HERE FOR VERSION WITH CLICKABLE LINKS: https://thrivefinancialservices.com/wp-content/uploads/2023/10/October-2023_Newsletter_Live-Link.pdf
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 …
From Accumulation to Distribution: Rethinking Retirement Finances Read More »
Thrive Financial Services · #200 – Stock Market Volatility Join David Bezar and Bret Elam on the newest episode of the Roadmap to Retirement podcast episode 200 – Stock Market Volatility as they discuss essential retirement planning strategies on the Roadmap to Retirement podcast. In this episode, they delve into the impact of stock market …
While each decade of life presents new financial obstacles and opportunities for growth, one principle holds true for individuals of all ages: achieving financial balance and compromise. To help people navigate their finances effectively, we recommend the following practices: 20s: Time Is Their Greatest Asset: Many individuals in their 20s find themselves overwhelmed …
Achieve Financial Balance During All Life Stages Read More »
Thrive Financial Services · #199 – Complexities of Retirement Join David Bezar, Karen Bezar, and Bret Elam on the newest episode of the Roadmap to Retirement podcast episode 199 – Complexities of Retirement as they discuss the complexities of retirement. In this episode, they talk about the importance of proper planning and investing, the …
Thrive Financial Services · #198 – Understanding Long-Term Care Planning In this episode, Bret Elam and Karen Bezar discuss the importance of long-term care planning and its impact on families. Joining our hosts for this episode are SPECIAL GUESTS Michele Kilstein and Brett Ringold from “A Long Term Companion,” a family-owned and operated homecare …
Thrive Financial Services · #197 – Cracking the Retirement Code In this episode, David, Karen, and Bret discuss important topics related to retirement planning and financial services. They cover recent news about the Federal Reserve’s interest rates, the impact of inflation on everyday expenses, the need for proper retirement preparation, and so much more. Or …
Thrive Financial Services · #196 – Importance of Holistic Planning Join Bret Elam and Erik Schuster on this week’s episode as they tackle the importance of holistic planning in retirement. Gain valuable knowledge about retirement planning strategies, financial well-being, and the latest news in their industry every week! Or listen on any of our other …
Thrive Financial Services · #195 – Lifelong Learning in Retirement Listen and read along as hosts David Bezar, Karen Bezar, and Bret Elam talk with Joe Krause. Or listen on any of our other podcast websites such as Spotify, Soundcloud, or Apple Music. Announcer 00:00 This program is paid for by Jacob media partners. All …
Welcome to podcast episode #192 Empowering Your Retirement Decisions, Listen and read along as hosts David Bezar, Karen Bezar, and Bret Elam talk with Joe Krause. Or listen on any of our other podcast websites such as Spotify, Soundcloud, or Apple Music. Announcer: This program is paid for by Jacob Media Partners. All opinions …
#Episode 192 – Empowering Your Retirement Decisions Read More »