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 …
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Written by Erik Schuster, CFP® – Financial Planner – Estate planning is the process of arranging for the management and distribution of your assets after your death. It involves creating legal documents that provide instructions for your loved ones and ensure that your wishes are carried out. Basic estate planning can help protect your assets, …
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 …
Preparing for retirement is a complex but crucial endeavor that requires careful planning and strategic decision-making. While it’s possible to navigate this process independently, many individuals find value in seeking professional guidance from financial advisors. In this article, we will explore the benefits of hiring a financial advisor to get ready for retirement and weigh …
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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 …
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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Vacationing can seem like a task with all the stress that is associated with planning but when done right you will surely enjoy the most of it. The Thrive experts talk about booking your trip to retirement, using vacationing as a metaphor. There is just too much to know about planning for your financial …
Are You Under-Utilizing Your Funds? with Bob Hansen Read More »