Posts Tagged ‘Women and Retirement’

The Similarities Between Thrive and Del-Val Insurance

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.  We say hello to everyone. We start with you, David, and good morning to you, sir. How are you? Good morning to you, Joe. Good…

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Is My Retirement Plan “Bulletproof”?

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. We’ve reached a point, David, where we’re midway into January, 28 days in the month of February,…

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The Thrive Process

Bret discusses new laws in 2019, Karen talks about the importance of women being involved in their retirement plans, and David goes over what to expect during a complimentary consultation with Thrive. We’re coming off of what I thought was a great discussion last week. There was a great example by Bret, which allowed me…

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2018 Year in Review

David, Bret, Karen, and Joe discuss the growth and improvements within Thrive Financial Services in 2018, as well as new policies that will be in effect in 2019. David, I want to begin by thanking you, by thanking Karen, and by thanking Bret on behalf of all of the people who have participated in this…

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Financial Trends to Look Out For in 2019

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. I’d like welcome in David Bezar to begin the conversation. It’s going to be rapid fire today. We have…

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Why Should I Choose Thrive?

David, Karen, and Bret discuss reasons that separate Thrive Financial from other financial advisories. Other topics include navigating and implementing your retirement plan, along with aligning it to your particular goals.  David we will start with you today. Meetthrivefinancial.com is the window into getting to know you, Karen, and Bret. It’s was created with that purpose in mind…

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Am I prepared for Retirement in 2019?

David, Karen, and Bret each discuss a unique topic and trend that is going on in the financial industry. Some topics include stock trends heading into 2019, how to approach annuities, and why you should start saving for retirement now. Listen to the full podcast below! It is becoming more apparent, on a weekly basis,…

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The Importance of Knowing Your Insurance

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: Karen, how are you? And why…

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Where Are Your Tax Dollars Going?

  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.       I would like to start this weeks blog by praising our Thrive Army. We can say with an unconditional…

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Oh No! Did I Make a Mistake?

    An article titled “The Three Mistakes That Can Cost You a Fortune” is discussed as well real life stories that exemplify the importance of getting a professional’s opinion on Social Security. The Thrive experts bring real information, real understanding, and real solutions as they address the subject of taxes in retirement which is…

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