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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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 …
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 …
Thrive Financial Services · #195 – Lifelong Learning in Retirement 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 00:00 This program is paid for by Jacob media partners. All …
Weekly Market Update – October 19, 2020 AS EARNINGS SEASON KICKS OFF, STOCKS ENDURE A CHOPPY WEEK PUNCTUATED BY LOTS OF UNCERTAINTIES AND VOLATILITY As earnings season kicked off, glass-half full investors will say that stocks ended the week higher, but just barely Technically, one can say that NASDAQ trounced the other indices as it …
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[fusebox_track_player url=\”https://soundcloud.com/livewiththrive/being-proactive-in-your-tax-planning-never-reactive\” social_linkedin=\”true\” social_email=\”true\” ] Joe Krause: What do your IRA, 401k, social security benefits and investment income have in common? They could all get clobbered by taxes when you retire, leaving you with a fraction of your nest egg. Welcoming everyone to Roadmap to Retirement, the Radio Show along with David Bezar, Karen Bezar …
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ANOTHER MIXED WEEK FOR U.S. STOCK MARKETS AS GOLD FALLS, OIL DROPS AND THE U.S. DOLLAR RISES Weekly Market Update – Sept 28, 2020 It was another mixed week for U.S. stock markets, leaving investors trying to decide which way the trend is headed The S&P 500 was down 0.6%, which technically is its fourth …
ANOTHER MIXED WEEK FOR U.S. STOCK MARKETS AS GOLD FALLS… Read More »