Roadmap to Retirement by Thrive Financial Services

Hosted by Thrive Financial Services

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Episodes

208

Latest episode

May 2024

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About the show

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. Hear them on: #FinancialPlanning #FinancialPodcasts #ThriveFinancialServices

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60 recent

May 22, 202444 min

Reinventing Retirement: Modern Strategies for your 401(k)

In today’s episode, we’re diving deep into the evolving landscape of 401(k) plans and exploring how modern strategies are reshaping retirement. Much like how "Xerox" and "Kleenex" have become synonymous with photocopies and tissues, the term "401(k)" often carries a generic, misunderstood connotation. But fear not, we're here to unravel the complexities and shed light on new innovations that promise to reinvent your retirement experience.

May 1, 202436 min

To Delay or Not to Delay: Navigating Social Security Timing for Optimal Retirement

In this episode of "Roadmap to Retirement," David Bezar and Bret Elam explore the critical decisions around the timing of Social Security benefits, discussing whether to delay or claim early to optimize retirement outcomes. They address how personal, economic, and health factors impact these decisions.

April 23, 202436 min

Navigating the New Normal: Financial Strategies for Retirees and Pre-Retirees

Explore the evolving challenges faced by retirees and pre-retirees on our podcast, where we dive deep into critical issues like inflation, market volatility, and geopolitical tensions. We're committed to raising awareness and providing essential financial education through resources like seminars and free webinars, ensuring listeners have the tools they need to navigate these turbulent times effectively.

April 1, 202431 min

Navigating Uncertainty: Strategies for Financial Success

(Originally Aired 3/2/24) In today's discussion, we'll also touch upon the current economic climate, including the surprising inflation numbers and the ongoing debates around interest rates and the U.S.' credit rating. Our aim? To arm you with the knowledge and strategies to de-risk your retirement, ensuring income sustainability, market volatility, and tax efficiency for a more confident and fulfilling retirement journey. Tune in as we explore the major financial risks that could impact your retirement, and the steps you can take to safeguard your future. It's more than just managing money; it's about securing a legacy of financial success.

January 12, 202445 min

Navigating Financial Tides and Social Security Strategies

Join us in this enlightening episode of our podcast where we delve deep into the intricate world of retirement planning and social security strategies. Our featured topic, "Reinventing Retirement," offers a comprehensive exploration of the journey to and through retirement, highlighting the critical financial decisions that shape this phase of life. Our hosts, David and Bret, bring their expertise to the table, discussing the common pitfalls and blunders that retirees often encounter.

December 18, 202344 min

Navigating the "Golden Years"

Join us as we delve into pivotal retirement-related questions, while also exploring broader topics such as financial planning, psychological adjustments, and lifestyle choices. This dynamic episode not only offers expert advice but also engages its audience in shaping its content, reflecting its commitment to guiding listeners toward a more fulfilling and well-prepared retirement.

December 15, 202345 min

Exploring Retirement Preparedness in Turbulent Times

Join us on our latest podcast episode as we delve into the critical questions shaping Americans' retirement strategies amidst financial uncertainties. From the impacts of the 2022 financial turbulence on retirement views to the resilience of retirement plans against potential economic downturns, we cover ten thought-provoking topics. Our episode, enriched with insights from a comprehensive survey and a dash of humor, aims to align your retirement preparedness with contemporary realities and offer valuable perspectives for an informed financial future.

November 22, 202357 min

The Four D's of Retirement Planning

The Four D's of Retirement Planning by Thrive Financial Services

November 17, 202356 min

Understanding Tax Implications of Retirement Income Sources

Our experts dive into key topics like the tax efficiency of Roth IRAs, pension choices, and optimizing dividend-yielding investments, providing you with strategies to navigate the tax implications of your retirement income. Tune in to enhance your understanding and planning for your retirement.

November 6, 202357 min

Are you Prepared for Taxes in Retirement?

In this radio episode, we delve into the often unexpected tax implications of retirement planning, covering topics like rollovers, Medicare premium surcharges, and inflation. We'll also highlight potential pitfalls and opportunities for tax advantages, such as capital gains tax minimization, the benefits of Roth IRAs, and understanding life insurance and death benefits from a tax perspective. The episode underscores the significance of tax-efficient retirement planning, considering various income streams and adapting to changing tax laws to optimize your financial strategies. As you listen, keep in mind the critical questions that will help secure your financial future.