Roadmap to Retirement by Thrive Financial Services

Is your financial plan complete? During this weeks episode, our hosts talk about the important questions you need to ask, that you didnt know you needed to ask, along with the converstions you need to have that you were unaware you needed! Our hosts also go into the topics of The Secure Act 2.0 coming into play, protecting your finances during divorce, Investments in the market, and more!

Happy 2022! It's the New Year and there is no better time than now to start planning your retirement! Retiring this year or not, make this the year of preparing for your retirement! In todays's episode, the topics of tax reform, doctoring yourself, and consistancy are talked about. Also, our host Karen talks about the importance of women stepping up and taking the initiative of understanding the information needed! Remeber, you only have one shot to retire successfully, so let Team Thrive help you retire right!

On this weeks episode we talk about the consistant increase on taxation as well as the constant problem of inflaton. There was recently a 6% increase with the CPI and over a 9% increase with the PPI and we help you stay aware. We also go over the issue of long term care insurance and getting you prepared for longevity! Along with all of that, we provide you with 10 helpful last minute tips to end your year successfully. Remeber, you only have one shot to retire successfully, so let Team Thrive help you retire right!

Inflation is on the rise now more than ever, as it recently hit a 40 year high. With inflation being at an all time high, it comes along with the cost of healthcare and interest rates increasing as well. You now may be wondering to yourself "Can I even retire now?" or "How do I navigate that healthcare piece?". If so, you'll want to give a listen to this weeks episode as our hosts guide you through the process of both healthcare and inflation. Remember, you only have one shot to retire successfully, so let Team Thrive help you retire right!

Listen to our podcast this Saturday at 6am & 11pm on WPHT or

98.1 FM WOGL, Sundays at 9am on WPHT or WOGL, and Sundays at 6pm on 1400AM WOND

There is a lot of confusion out there about taxes. How do we protect ourselves? Well, hear it from one of our hosts. “Taxation is a big deal. When you’re planning to retire, the number one concern when people come in is “Do I have enough money to retire? How much will be eaten away by taxes?” Here at Thrive we have always planned for inflation, taxation and retirement. You cannot see the future but we are here to make retirement known for you rather than unknown.

Listen to our podcast this Saturday at 6am, Sunday at 9am and 5pm WPHT or am990 on Saturdays at 8am.

As we approach the end of the year, we jump into a discussion about the fourth quarter, as well as the long term future. In this weeks episode, we discuss the ever changing tax laws and how that could impact you. Join our Thrive Army and make sure you are equipped with knowledge that can set you apart from the pack!

In this weeks episode, our hosts discuss some loaded topics, such as:

-Common Retirement Myths

-Roth Conversions

-Taxes & How they will impact your life savings

-And More!

Be sure to join the Thrive Army and equip yourself for your ideal future!

#147 What Is Being Overlooked Planning For Your Future? by Thrive Financial Services

We’ve seen forest fires in California, Hurricane Ida, and flooding in Tennessee, plus a continuation of COVID. When we consider everything that life can throw at us, it seems important to prepare for setbacks in life. There’s no getting rid of all the risks in life, but a solid plan goes a long way, whether it’s having a first aid kit or a financial plan as you enter retirement.

Want to RETIRE in the next 5 yrs?

How prepared are YOU?

THRIVE CAN HELP! Check out our 4-step Action Plan

SS Maximization

Make Your Money Last

401K

Tax Planning