Roadmap to Retirement by Thrive Financial Services

Roadmap to Retirement by Thrive Financial Services

By Thrive Financial ServicesBusiness
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Roadmap to Retirement by Thrive Financial Services episodes

  • The ABCs of RMDs… Your Ultimate Guide to Successfully Navigating Required Minimum Distributions
    This week, Karen, David, Bret and Joe jump in to discuss an unwelcome surprise waiting for you in retirement. It’s called required minimum distributions. Ignoring or underestimating the impact they could have on your retirement savings could set off a domino effect of unexpected taxes, penalties and fees. Get the ultimate guide to successfully navigating required minimum distributions on this weeks Roadmap to Retirement show Live With Thrive! You aren't going to want to miss it.
    47 min
  • 5 Ways to Jumpstart Your IRA & 401K Now
    Karen, David, Bret and Joe hop into their routine discussions, to talk to you about your IRA & 401K, and what you should do to give it a jump start. Chances are, the recent stock market crash has had a devastating impact on your IRA and 401K. It’s shocking, but most people’s response is to simply shrug their shoulders and say, “I hope the market comes back.” However “hope” is never a great strategy, especially when it comes to something as important as your retirement savings.
    Learn 5 proactive ways to jumpstart your IRA and 401K on this weeks episode of Live With Thrive! You aren't going to want to miss out.
    44 min
  • The Ultimate 10-Point Retirement Planning Checklist
    Bret, David, Karen and Joe jump into their weekly discussion, and detail how in these trying times, one thing you absolutely cannot get derailed is your retirement.
    You’ve worked hard and made sacrifices to save for retirement, but what’s your plan to reduce your taxes with your IRA and 401K?
    What’s your plan to optimize your social security benefits?
    And what’s your plan to generate different sources of income, to ensure you never run out of money?
    Get the ultimate 10-point retirement planning checklist in this weeks episode of Live With Thrive. You aren't going to want to miss this!
    46 min
  • 4 Lessons Learned from Previous Market Crashes That Could Protect & Grow Your Wealth in This Crisis
    Karen, David, Bret and Joe jump in to their weekly discussion, and answer some pressing questions that may currently be impacting your wealth and financial welfare. They answer questions like; What are the investing lessons from previous stock market crashes?How could you avoid the costly mistakes that others have made? What are the investing opportunities in this market right now?
    Join the Thrive Army for another episode of Live With Thrive, to get the answers to these questions and more that could exponentially grow your retirement nest egg.
    46 min
  • The New Rules for Generating Retirement Income … In a World of Low Interest Rates
    Karen, David, Bret and Joe jump into their weekly discussion, this week to give you important information about the current state of interest rates. Just when you thought interest rates couldn't get any lower, the Fed slashes rates again, to record lows. If you're retired, or retiring soon, this cripples your ability to generate income from CD's or savings accounts. So, what are your best options to generate income now; without betting the farm? Don't miss the answer, right here on this weeks Live With Thrive!
    46 min
  • 6 Overlooked Risks… That Could Threaten Your Financial Security in Retirement
    Bret, David, Karen and Joe jump into their weekly discussion, and key you in on some information that's often overlooked. The steep losses on Wall Street is a painful reminder that investing in the stock market comes with risk. However, if you're on the verge of retirement, there are other risks that threaten your financial security that nobody is talking about. Join the Thrive Army and find out what the six risks that often go unchecked are to get yourself best equipped for the future!
    46 min
  • Preparing For The Worst; Hoping For The Best
    Karen, David, Bret and Joe dive head first into a conversation about the near future of taxation, and how it impacts all of us. Our team takes a realistic approach to the current dire situations we all face, and get you best prepared for difficult times that may be on the horizon. Additionally, within the episode, we offer a complimentary retirement checklist that will absolutely help you plan appropriately for your road forward into retiring. This show is full of necessary information, you're not going to want to miss out!
    45 min
  • Preparing For a Crash During Crisis
    Bret, David, Karen, and Joe jump into a discussion about the current state of the economy, and the direction that it is trending in the near future. With unemployment increasing, and having no timeframe for the upcoming weeks, it is important to prepare yourself for what may happen. The Thrive Army is here to deliver the necessary information to you, and does just that in this episode. You're not going to want to miss this; check it out!
    47 min
  • What Is A Retirement Rescue Plan?
    Bret, David, and Joe jump into a discussion about the current volatility of the market, and how it is impacting each of us differently. With many of us in a state of uncertainty, the Thrive team introduces you to a "retirement rescue plan," and discusses what different methods work for different types of investors. This episode is loaded with critical information, you're not going to want to miss it!
    47 min
  • Determining Your Budget During Crisis
    Bret, David, Karen and Joe jump into a detailed discussion about the action, and planning you should be partaking in during these tough times, in order to make sure you are in a good place with your current budget. With the looming anxiety that most people are dealing with, it is important to seek a second opinion, in order to think of things you may not have thought about, and that's what the Thrive Army is here to help with. This episode is full of good information to put your mind more at ease; be sure to check it out!
    47 min

About Roadmap to Retirement by Thrive Financial Services

From the publisher's feed

David Bezar, Bret Elam & Karen Bezar have been on the air for 5 years as your source for all things retirement. They cover everything from how current events could affect your savings, to strategies to maximize your retirement income and everything in between on Live with Thrive.