January 2024 Newsletter
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Thrive Financial Services
Healthy Eating for Retirees: Essential Tips for a Balanced Diet in 2024
Unlock the secrets to a healthier retirement with our guide on healthy eating for retirees in 2024. Discover essential tips on embracing a plant-based diet, managing hydration and portion sizes, reducing salt and sugar intake, and enjoying balanced meals. Tailored advice for a vibrant retirement lifestyle.
Tax Planning for the Pre-Retiree & Retiree: Navigating Legality and Legitimacy
For those on the precipice of retirement or already enjoying their golden years, the topic of tax planning is paramount. It can determine the quality of life, legacy considerations, and even the ability to pursue post-retirement ventures. However, a common concern is the fine line between legitimate tax planning and illegal tax evasion. This article …
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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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10 Exciting Activities to Embrace in Retirement
Retirement opens up a world of possibilities for pursuing new passions, hobbies, and adventures. It’s the perfect time to indulge in activities that bring you joy, fulfillment and a sense of purpose. In this article, we’ll explore ten exciting activities that can enhance your retirement experience and make it truly remarkable. Travel the World: Retirement …
Episode #190 – “The A Word”
Welcome to podcast episode #190 – “The A Word” of Roadmap to Retirement, The Radio Show. Listen and read along as hosts David Bezar, Karen Bezar, and Joe Krause are joined by special guest, Jeff Walker CRC. Announcer 00:00 This program is paid for by Jacob media partners. All opinions or statements expressed on this …
Thrive Times – March 2023 Newsletter
Thrive Times – March Newsletter 2023 Volume #13, Issue 3 Americans Will Have to Pay a Fee to Enter Europe Soon European travelers will have an unexpected expense added to their vacation next year: an entrance fee. European authorities have announced the implementation of the European Travel Information and Authorization System (ETIAS), a …
Thrive Times – February Newsletter – Volume #13, Issue 2
Thrive Times – February 2023 Newsletter Volume #13, Issue 2 Super Bowl LVII Is Set Fly, Eagles Fly! Our home team hasn’t been to the big game since 2018, and we are ready to watch them soar. There is still plenty of time to get Eagles gear for the entire family, including the dog. …
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Super Bowl LVII Is Set!
Fly, Eagles Fly! Our home team hasn’t been to the big game since 2018, and we are ready to watch them soar. There is still plenty of time to get Eagles gear for the entire family, including the dog. The Super Bowl is always one of the most anticipated sporting events of the year — …
How to Make the Most of Your Retirement
How to Make the Most of Your Retirement: After years of working hard, you finally get to enjoy your retirement! But what now? It can be tough to figure out how to fill your time after years of having a set work schedule. Luckily, there are plenty of things you can do to make the …