Roadmap to Retirement by Thrive Financial Services

Retirement Roadmap Show 1/9/2021 by Thrive Financial Services

Join Karen, David, Bret and Joe for your weekly education filled discussion, that could aid you to greatly improve your retirement plan!

Join Karen, David, Bret and Joe for your weekly dose of education that could greatly improve your retirement plan.

Our team jumps into their weekly roundtable discussion, this time to talk about preparing for potential emergencies that are unanticipated.

There's a lot of uncertainty, as well as market volatility, that can leave people incredibly anxious and completely unsure of how to handle their situation. Don't allow yourself to fall behind, learn about your potential options before the next emergency presents itself.

Join us for a new, loaded episode!

With election season upon us, it's important to prepare yourself for either possible outcome, and anticipate how they will personally impact your finances.

In this weeks episode, Bret, David, Karen and Joe discuss:

- How to take advantage of the current historically low tax rate

- How to navigate your Roth IRA

- A Breakdown of the reports that we offer

- What does the elimination of the Stretch IRA mean?

- and MORE

Be sure to join the Thrive Army for a loaded episode!

Would you like to retire in the next 5 years? You may not realize it, but you could be A LOT less prepared than you know. And the financial consequences of not being prepared could be detrimental to your goals.

Don't miss a 3-Step Action Plan that could help you make your dream, a reality.

You're not going to want to miss this weeks show loaded with information.

There's a lot of uncertainty in this world, and your finances are definitely no exception to that. Most people assume that by stashing away as much money that they can afford into savings, they will be in a great place once it's time to retire. While that may be the case for some people, that is not 100% and those uncertainties can sneak up on you when you least expect it.

Be sure to listen to this show loaded with useful information for your proactive tax-planning, and find out how you can get a FREE complimentary guide on forward tax planning.

Joe, Karen, David and Bret jump into their weekly discussion - this week to discuss how you can take charge and get the most out of your social security benefits.

96% of Americans forfeit an average of 111,000 in social security income. 80 years old, full of life and flat broke. That's the unfortunate predicament. So many baby boomers could find themselves in because they simply failed to have a plan to generate income in retirement...

You're not going to want to miss this episode loaded with information!

This week a special guest joins the Thrive Army in our roundtable discussion.

Dr. Maggie Baker; author of "Crazy About Money: How Emotions Confuse Our Money Choices And What To Do About It" sits down with us and gets into the details of the psychological impacts of your finances.

You're not going to want to miss this critical, special edition of this weeks Roadmap to Retirement show.

Today, record low interest rates make it impossible to generate income from CD’s and savings accounts. Healthcare and medical expenses are going through the roof, and the threat of higher taxes could destroy your retirement savings.

Learn 6 ways planning for retirement has been turned on its head!

Don’t miss a special edition of the Roadmap to Retirement show!