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

  • #162 - Special Guest Erik Schuster!
    Airdate: June 25, 2022
    On this week's Roadmap to Retirement, the Radio Show - catch up with David Bezar & special guest Erik Schuster as they go over Build Back Better Bill, Tax increases, market volatility & more!
    Listen now to find out!
    46 min
  • #163 - Scary Times
    Airdate: July 9, 2022
    On this week's Roadmap to Retirement, the Radio Show - catch up with David Bezar, Bret Elam, & Karen Bezar as they go over meeting people where they are.
    This show covers where the world is - the tragic news, market, and so on.
    Listen Now To Find Out!
    47 min
  • #161 Challenging Your Patience
    Airdate: 6/18/2022
    In this week's episode, Roadmap to Retirement - the hosts talk about things going up & down. They talk about the challenge that takes place when preparing for your retirement. Today's show is to help give you some comfort about what's going on in the market.
    Catch up with David Bezar, Bret Elam, & Karen Bezar! Our radio show airs every Saturday & Sunday morning. Listen to stay up-to-date on the latest industry knowledge, especially during the volatility of the markets recently!
    47 min
  • #160 The Recent Market Volatility & Inflation
    Airdate: 6/11/2022
    Catch up with David Bezar, Bret Elam, & Karen Bezar! Our radio show airs every Saturday & Sunday morning. Listen to stay up-to-date on the latest industry knowledge, especially during the volatility of the markets recently!
    47 min
  • #159 Steps To Reinventing Your Retirement Plan
    Airdate: 5/21/2022
    On this week's episode of Roadmap to Retirement, our hosts talk with Joe Casey, an Executive Coach and Retirement Coach who brings extensive experience navigating transitions from his coaching work with clients and from his own life and career. In this episode, our hosts talk about the struggles people go through when thinking about retiring and the questions to ask yourself about where you want to be and what retirement looks like for you - and so much more! Tune in now to find out!
    46 min
  • #158 Tactical Strategies To Be Proactive!
    It's Financial Awareness month! On this week's episode of Roadmap to Retirement, our hosts talk about tactical strategies to be proactive towards your retirement. Our hosts also talk about the Global Altlantic Financial Group case study, the importance of women knowing what and how to do things in retirement, and more!
    46 min
  • #157 6 Signs You're Ready to Retire!
    On this week's episode of Roadmap to Retirement, we have one of our own financial planners Erik Schuster on as a guest! Our hosts talk about investment tools, the Target Date Retirement Fund, the 6 signs your ready to retire, and more! Remeber, let Thrive help you retire right and give this weeks episode a listen!
    45 min
  • #156 Health Plans, Tax Month, & Living Longer
    On this week's episode of Roadmap to Retirement, our host's talk about taking action to complete your financial plans! This weeks episode also features guest Julie Palumbo who is a health coach and touches on how you need to be healthy in order to be wealthy! You won't want to miss this one!
    46 min
  • #155 Position Yourself Properly!
    On this weeks episode of Retirement Roadmap, our host's talk about the importance of taking action as soon as possible, robot advisors, the psychology of retirement, and more! Give this episode a listen in order to get your plan started! Remember you can only retire once, so retire right with Thrive!
    45 min
  • #154 Your Next Phase In Life
    During this weeks episode, our hosts talk about all of the details that you need to consider in order to move into the next phase of your life! The hosts will go into the topics of longevity, Continuing Care Retirement Communities (CCRC), selling your house, capital gains, and more!
    45 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.