Roadmap to Retirement by Thrive Financial Services

Karen, David, Bret and Joe jump into a very necessary discussion in lieu of the current events impeding on our society. The Thrive Army is here to help you rally in these troubling times, and will guide you through some scenarios to help you put your mind at ease in this time of uncertainty. With the future feeling unclear, you aren't going to want to miss what this team has to say, be sure to check it out and stay educated!

In this episode, Karen, David, Bret and Joe take on another discussion in this current climate of heightened anxiety and uncertainty, to help put you at ease. The Thrive Army knows that there are people feeling a wide array of feelings, and our team is here to help guide you in the direction of making the right decisions for you. Now is a key time to be equipped with the appropriate knowledge, and our team is here to help guide you to being stronger than ever before. Be sure to check it out!

Karen, David, Bret and Joe set the stage for the audience leading into a time where most people are anxious about the current state of affairs, with navigating the market and planning for retirement. Our Thrive Army helps ease your worries with discussions about how everyone's course of action is not the same, and how to approach matters moving forward. Be sure to join us to be equipped with the necessary information to help you THRIVE in your retirement.

David, Karen, Bret and Joe jump in to a discussion about expecting the unexpected when planning your future, and considering things you may not have thought of. With the past week seeing exterior forces, such as the coronavirus impacting the market, you're not going to want to miss what they have to say! Join the Thrive Army and get educated on how to take your next steps properly!

David, Karen, Bret and Joe dive in to a discussion detailing the importance of planning your benefits appropriately, to make sure that your money ends up in the right place. This episode touches on some unique situations, and some tough topics that are a must hear to assure that you and your loved ones are properly taken care of. Be sure to check it out and learn about planning properly with the Thrive Army!

David, Bret, and Karen join Joe to "kick off" February (and the tax season) on this huge football weekend, and talk about the importance of having a good retirement plan. The Thrive Army is tuning in for this in-depth look at the three major pillars of any solid plan: Social Security, tax planning, and risk management.

Karen talks spousal benefits and the whole team discusses the 567 choices involved in a restricted Social Security Application strategy (for those qualified applicants born before January 2, 1954) - and outlines alternative considerations for those who were not!

David, Karen, and Bret join Joe in revisiting the SECURE Act - this time in greater detail - in response to overwhelming interest from the Thrive Army. The demise of the inherited IRA, changes to both IRAs and 401ks, RMD age changes, and how the Act affects both individual savers and employers are all discussed during this episode of the podcast!

Bret, David, and Karen join Joe as they go over the ups and downs of the stock market. David analyzes the investment acumen of various Wall Street luminaries while Bret talks 'supply & demand!' Karen goes in-depth regarding the benefits of having a financial advisor, and choosing the right one for your needs. Learn about Thrive's free Riskalyze report and the differing perspectives of institutional and 'Main Street' investors.

David and Bret drill down on ANNUITIES this week, as they go over the myriad of nuances involved with Joe; and also the different types of annuities which are available. They take a look at Thrive's January workshop schedule, the upcoming 'Women's Revolution' event with Karen, and even discuss Thrive Army feedback regarding the show itself. Tune in with us and kick off 2020 with Team Thrive!

David and Karen join Joe to say farewell to 2019 and discuss the huge women's event coming in 2020! With an in-depth look at the new changes relating to Required Minimum Distributions (RMDs) and other positive impacts surrounding the passing of the SECURE Act. Sample tax scenarios are explored as the Thrive Army marches into the New Year.