Posts Tagged ‘retirement planning’
Moving Onward and Upward at Thrive
As we begin the broadcast this morning, just Bret in the big chair, and myself, bringing you an hour full of great information about our program, Roadmap to Retirement. Bret, I’m going to speak on behalf of David and Karen, I’ll let you, in your own words, thank the listening audience. The July numbers, July…
Read MoreReaching New Heights at Thrive
It sure is nice to be back on a Saturday morning, welcoming everyone to Roadmap to Retirement, the Radio Show. As I listened to our broadcast remotely a week ago, and I listened to the lead in, letting the audience know that we were off for the week and we were re-broadcasting one of our…
Read MoreThe Importance of Client Relations
We’re going to spotlight our good friends from Del-Val Insurance who are saving all of the members of the Thrive army up to 40% on their auto insurance right now. As we join and listen to this previous program, I also remind everybody to get registered for one of the four upcoming workshops next week.…
Read MoreTax Day 2019
Tax Day. It’s a day that many Americans are reflecting on or saying that their tax bill is going to go up. Others are looking for more last-minute advice about taxes. What’s the penalty for a late tax return? All of those questions start to come in and kind of form above us, this big…
Read MoreThe Similarities Between Thrive and Del-Val Insurance
David, Karen, Bret, and Joe are joined by Jim and Fran of Del-Val Insurance to discuss how each company conducts their business, as well as discuss their similarities and differences. We say hello to everyone. We start with you, David, and good morning to you, sir. How are you? Good morning to you, Joe. Good…
Read MoreIs My Retirement Plan “Bulletproof”?
David, Karen, and Bret discuss what it means to be “Bulletproof” with your retirement plan. Karen also discusses the importance of caring for retired women, and David goes over the current pension crisis occurring in the United States. We’ve reached a point, David, where we’re midway into January, 28 days in the month of February,…
Read MoreFinancial Trends to Look Out For in 2019
David, Karen, and Bret are joined by Jim and Fran from Del-Val Insurance as they discuss current financial trends heading into 2019 such as extreme market volatility, which could cause uncertainty heading into the new year. I’d like welcome in David Bezar to begin the conversation. It’s going to be rapid fire today. We have…
Read MoreThe Importance of Knowing Your Insurance
David Bezar, Bret Elam, and Karen Bezar discuss topics such as managing your investments, as well as retirement preparation and knowing which insurance policies will work for certain situations. In partnership with Del-Val Insurance, Jim Muelbronner will also be discussing the topic of insurance. Listen to the podcast here: Karen, how are you? And why…
Read MoreTaxes, 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 MoreCommon 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…
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