Roadmap to Retirement by Thrive Financial Services

David, Karen, and Bret reflect on a jampacked year which featured 100 workshops with some 5500 guests in attendance, and discuss Thrive's year-end charity efforts. ALSO COVERED: three unusual retirement risks that you cannot ignore; the sample reports available on ThriveFinancialServices.com; and the possibility of a Women's event in 2020!

David, Karen, and Bret continue the countdown to 2020 with a look at upcoming tax changes, and also discuss potential pitfalls to avoid based on real scenarios that they have recently encountered with clients!

David, Karen, Bret, and Joe discuss Thrive's new "20 Things to Consider for 2020" paper and RMD (Required Minimum Distribution) tax reports! ALSO COVERED: the shortcomings of a purely 'DIY' mentality and Thrive's December event calendar.

David, Karen, Bret, and Joe return to "Live With Thrive" this week for a discussion of the year-end crunch and Thrive's December workshop schedule! They also welcome special guest David Reibstein to discuss age 55+ Communities and continuing care scenarios for retirees.

David, Karen, Bret, and Joe return for yet another episode of Live With Thrive this week. They discuss how saving money for the future starts in small increments, which eventually leads to a fair amount of money saved for your own personal retirement.

David, Bret, Karen, and Joe are back at it again this week. This time around, it's all about the client! They discuss the importance of changing people's lives and providing them peace of mind heading into their retirement years,

Bret, David, Karen, and Joe are back for another jam packed discussion this week as the 4th quarter is officially underway! They discuss the state of the economy, it's current struggles, and also go over what the 4th quarter holds in store for Thrive as the year is quickly wrapping up.

David, Bret, Karen, and Joe return for their first episode since the big Tax Summit Event on September 25th. They recap the event, and discuss the new material that was covered during it. They also highlight what separates Thrive from nearly all financial planners in the Delaware Valley: We put education FIRST!

Bret, David, Karen, and Joe are back for another jam packed discussion with the Thrive Army this week. The main topic is all about IUL's, Index Universal Life Insurance. We want to provide our clients with a wide range of services that will set them up for the rest of their lives.

David, Bret, Karen, and Joe discuss progress within the company over the calendar year as the 3rd quarter is quickly wrapping up. They also discuss the exciting Tax Revolution Seminar coming up September 25th with special speaker, Marty Rub, of Stonewood Financial