Posts Tagged ‘Thrive Army’

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 More

401(K)’s for Days

It’s one of those weekends where we start the weekend of potentially an extended week, David, going into the holiday week with the way the 4th of July falls this year. But nevertheless, a good morning to you. Full house today, great show, and certainly nice to be back. Good morning to you, Joe. Excited…

Read More

The 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 More

Do I Still Have Time to Plan My Retirement?

We are back for another great Roadmap to Retirement discussion this week. David, it has been a busy month for Thrive, to put it lightly. Yeah, busy, busy, busy. We just finished a fantastic week, another week in the books, and really turned out fantastic. We had a lot of great appointments and one workshop…

Read More

The Reality of the 4% Rule

David, I say good morning to you. We’ve reached that point in the year, Memorial Day, where it’s almost, to me, a checkpoint. You get to Memorial Day, and then you can start to focus on the summer and start to look ahead for at least the three months that are in front of us.…

Read More

Are YOU on the Roadmap to Retirement?

  David, as I come to you for opening remarks about what we’re going to cover today. The litmus test is in for the month of March from a Nielsen standpoint in this business. Another incredible thumbs up for a Saturday morning slot, and that’s a big shout out to the Thrive army and the…

Read More

Tax 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 More

Tax Strategies In Retirement

As Tax Day on April 15th quickly approaches, David, Karen, Bret, and Joe discuss unique strategies to take that will save money in the long run. The February ratings are in for Roadmap to Retirement: The Radio Show. February kicks off the year with incredible numbers, which tells me and tells all of us, that…

Read More

Am I Prepared For the Inevitable?

David, Bret, and Karen are joined by Jim from Del-Val Insurance to discuss what is going on within the marketplace. Other topics include common situations that harm couples during their retirement. We have a great lineup today, including some topics from Del-Val Insurance. before I get you to do your opening remarks for the audience,…

Read More