financial education

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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Episode #191 – Create Retirement Success with Awareness and Education

Welcome to podcast episode #191 – “Create Retirement Success with Awareness and Education” of Roadmap to Retirement, The Radio Show. 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: …

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What Exactly Is Financial Literacy?

What Exactly Is Financial Literacy?   Financial literacy is a key skill that helps ensure an understanding of what is required for a secure financial future. A financially literate person is knowledgeable in the many elements of financial management, such as borrowing, investing, budgeting, and tax planning. Financial literacy is crucial for long-term financial success. …

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Thrive Market Minute – Earnings Keep Markets Afloat

Earnings Keep Markets Afloat Tuesday, October 25th, 2022   Some dread existed as third-quarter earnings began in earnest last week. However, earnings have been mostly positive, beating low expectations. Better earnings helped markets last week, but anxiety about the economy’s trajectory and the path of interest rates continues to weigh heavily. We are hovering between …

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Thrive Market Minute – Next Rate Increase Locked In At 75 Basis Points

Next Rate Increase Locked In At 75 Basis Points Tuesday, October 18th 2022   September inflation data came in higher than expected last week. The producer price index (PPI) released on Wednesday was at the upper end of the consensus range at 0.4%, up 0.5 percentage points month-over-month. (August PPI was -0.1%.) The year-over-year PPI …

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