Roadmap to Retirement by Thrive Financial Services

Bret, David, Joe, and Karen discuss retirement plans differ depending on each scenario. They also talk more about the Tax Revolution Summit coming up on September 25th. Visit http://www.pataxsummit.org/registration to learn more and register today!

David, Bret, and Joe are joined by a very special guest, Marty Ruby, CEO of Stonewood Financial. Marty gives on overview of his career, and his areas of expertise. He also discusses what he will cover at the Thrive Tax Revolution coming up on 9/25. Sign up today at http://www.pataxsummit.org/registration

Bret and Joe have a great discussion about the growth within Thrive, as well as big plans coming up to end summer, and into Fall. Bret gives a sneak peak a big event planned in late September. Stay tuned for more details!

David, Karen, Bret, and Joe discuss the progress and growth that Thrive has experienced since the start of 2019. Bret also discusses current trends within the financial market that could have long-term impacts in the future.

David, Karen, Bret, and Joe discuss the current state of Thrive and current trends within the industry. Bret goes in depth about how to manage the fees within 401(K)'s.

David, Bret, and Joe are joined by Jim from Del-Val Insurance. They each discuss similarities and differences between the financial planning and insurance industries, as well as the importance of building relationships with clients.

David, Karen, Bret, and Joe a few current ongoing things at Thrive. David and Bret also dive in the Secure Act, and how it could affect people.

David, Bret, and Joe discuss the current trends among retirement, and are joined by Thrive team member Maryann Lim to get some background on her career so far. David also goes into detail about the truth of the 4% rule

Karen, David, Bret, and Joe have another jam packed discussion this week. Topics include current financial trends in the United States, as well as not fearing the uncertainties of retirement.

David, Karen, Bret, and Joe discuss the importance of always reaching out for 2nd opinions regarding financial well-being. They are also joined by Jim from Del-Val Insurance to discuss numerous topics within the industry.