[smart_track_player url=\”https://soundcloud.com/livewiththrive/reaching-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 …
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. …
[smart_track_player url=\”https://soundcloud.com/livewiththrive/thrive-0413-podcast-file\” ] 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 …
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. [smart_track_player url=\”https://soundcloud.com/livewiththrive/the-similarities-between-thrive-and-del-val-insurance\” ] We say hello to everyone. We start with you, David, and good morning to you, sir. How are you? Good morning to …
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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. [smart_track_player url=\”https://soundcloud.com/livewiththrive/is-my-retirement-plan-bulletproof\” ] We\’ve reached a point, David, where we\’re midway into January, 28 days in the …
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. [smart_track_player url=\” https://soundcloud.com/livewiththrive/financial-trends-to-look-out-for-in-2019\” ] I’d like welcome in David Bezar to begin the conversation. It\’s going to be rapid …
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: [smart_track_player url=\”https://soundcloud.com/livewiththrive/the-importance-of-knowing-your-insurance\” title=\”The Importance of Knowing …
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 …
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\” ] …
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. [smart_track_player url=\”https://soundcloud.com/livewiththrive/tfs922\” title=\”Where are your tax dollars going?\” ] I would like to start this weeks blog by praising …