Posts Tagged ‘Women in Finance’

Advice for Women in Retirement

It’s unbelievable, David, that we’ve already reached the point here in 2019 that it’s May. Time moving along as the Roadmap to Retirement always does. The road just doesn’t stop. That’s right Joe. There’s that theory that as you age, time goes faster. I don’t know if I buy into that, but it certainly seems…

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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…

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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…

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Tax Problems? We Have the Answers!

Big weekend in Philadelphia, or in Florida, rather, for Philadelphia fans as Bryce Harper makes his debut at spring training today and with all of the conversation about the signing of Bryce Harper and that unbelievable contract. Some of the stories surfaced after about where Bryce Harper would live because of tax implications and why…

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It’s Tax Season!

David, Karen, Bret, and Joe dive into a discussion about taxes and break down some strategies for 2019. Karen also discusses current developing trends among senior citizens in the U.S. How quickly we went from ending up the month of February into the month of March, and now coming into our vision is taxes April…

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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,…

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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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Expectations for Thrive in 2019

With 2019 now underway, David, Karen, Bret, and Joe discuss the goals set for Thrive Financial Services this year. Today’s show is going to be off the charts because we have so much going on. We have so much information. We’re about to start launching again, and we have an intention this year of doing…

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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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