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 essentia

Navigating Uncertainty: Strategies for Financial Success

30 days ago 31m 9s

(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

Navigating Financial Tides and Social Security Strategies

Jan 12th, 2024 45m 36s

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 jour

Navigating the "Golden Years"

Dec 18th, 2023 44m 5s

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

Exploring Retirement Preparedness in Turbulent Times

Dec 15th, 2023 45m 53s

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 re

The Four D's of Retirement Planning

Nov 22nd, 2023 57m 40s

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

Understanding Tax Implications of Retirement Income Sources

Nov 17th, 2023 56m 54s

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 y

Are you Prepared for Taxes in Retirement?

Nov 6th, 2023 57m 46s

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 adv

Navigating Medicare in Retirement

Sep 5th, 2023 56m 9s

In a recent episode of "Roadmap to Retirement," special guest Dawn Meyers from Delaware Valley Brokerage discusses the intricacies of Medicare, emphasizing the importance of personalized Medicare plans. Dawn's brokerage services several regions

From Accumulation to Distribution: Rethinking Retirement Finances

Aug 11th, 2023 55m 18s

Episode 203: David Bezar kicks off this episode with a recap of last week's much-talked-about Social Security-focused session, where listeners poured in texts, benefiting from the white paper we shared. The massive engagement confirmed our beli

Decoding Social Security

Aug 8th, 2023 45m 10s

Episode 202: In this enlightening episode, hosts David Bezar and Bret Elam of Thrive Financial Services provide an in-depth exploration of a topic that has become a prominent concern for retirees and pre-retirees: Social Security. After a week

#200 - Stock Market Volatility

Jul 17th, 2023 44m 58s

Airdate: 7/16/23:Join David Bezar and Bret Elam as they discuss essential retirement planning strategies on the Roadmap to Retirement podcast. In this episode, they delve into the impact of stock market volatility on retirement savings and th

#199 - Complexities of Retirement

Jul 10th, 2023 45m 25s

Airdate: 7/9/2023:Join David Bezar, Karen Bezar, and Bret Elam on the newest episode of the Roadmap to Retirement podcast as they discuss the complexities of retirement. In this episode, they talk about the importance of proper planning and

#198 - Understanding Long-Term Care Planning

Jun 26th, 2023 46m 9s

Airdate: 6/25/2023:In this episode, Bret Elam and Karen Bezar discuss the importance of long-term care planning and its impact on families. Joining our hosts for this episode are SPECIAL GUESTS Michele Kilstein and Brett Ringold of “A Long Te

#197 - Cracking the Retirement Code

Jun 20th, 2023 45m 22s

Airdate: 6/18/2023: In this episode, David, Karen, and Bret discuss important topics related to retirement planning and financial services. They cover recent news about the Federal Reserve's interest rates, the impact of inflation on everyday

#196 - Importance of Holistic Planning

Jun 12th, 2023 45m 38s

Airdate: 6/11/2023: Join Bret Elam and Erik Schuster on this week's episode as they tackle the importance of holistic planning in retirement. Gain valuable knowledge about retirement planning strategies, financial well-being, and the latest n

#195 - Lifelong Learning in Retirement

Jun 8th, 2023 46m 2s

Airdate: 6/4/23:Join our hosts David, Karen, and Bret on the latest episode as they delve into the world of retirement planning. In this episode, they discuss the psychological aspect of spending in retirement, from chronic underspending to t

#194 - Unlocking the Secrets to a Secure Retirement

May 30th, 2023 46m 36s

Airdate: 5/29/23: Join us on the latest episode of Roadmap to Retirement #194 and discover expert advice on managing your IRA, 401k, and tax strategies. 💼 Don't miss out on valuable insights from David, Karen, and Bret! 📻 #RetirementPlann

#193 - Navigating Retirement Challenges & Choices

May 23rd, 2023 46m 51s

Airdate: 5-21-2023: Join us on the latest episode of our podcast as we discuss the evolving landscape of retirement and the importance of making resilient choices. From annuities to retirement savings and unexpected life events, we delve into

#192 - Empowering Your Retirement Decisions

May 18th, 2023 46m 21s

Airdate: 5/14/2023:Join David Bezar, Karen Bezar, and Bret Elam on the Roadmap to Retirement Radio Show as they educate and empower individuals on retirement planning. Don't miss this week's topics: Achieving financial empowerment for women a

#191 - Create Retirement Success with Awareness and Education

May 9th, 2023 45m 37s

Airdate: 5/7/2023:Welcome to podcast episode #191 - "Create Retirement Success with Awareness and Education" of Roadmap to Retirement, The Radio Show.Listen and read along as hosts David Bezar, Karen Bezar, and Bret Elam talk with Joe Kraus

#190 - "The A Word"

Apr 24th, 2023 46m 16s

Airdate: 4/29/2023: On this week's Roadmap to Retirement, the Radio Show - catch up with our hosts David Bezar and Karen Bezar and special guest, Jeff Walker CRC as they talk about navigating difficult circumstances in retirement.

#189 - Financial Literacy Month

Apr 13th, 2023 47m 22s

Airdate: 4/9/23: On this week's Roadmap to Retirement, the Radio Show - catch up with our hosts David Bezar, Bret Elam, and Karen Bezar as they cover the latest news in their industry! It's also #FinancialLiteracyMonth - listen now to find

#188 - Spring Is Here!

Apr 3rd, 2023 46m 36s

Airdate: 4/2/23: On this week's Roadmap to Retirement, the Radio Show - catch up with our hosts David Bezar, Bret Elam, and Karen Bezar as they cover the latest news in their industry!Some of the things that they will discuss in this episod

#187 - Where We're At Today

Mar 20th, 2023 45m 44s

Airdate: 3/19/23:On this week's Roadmap to Retirement, the Radio Show - catch up with our hosts David Bezar, Bret Elam, and Karen Bezar as they cover the latest news in their industry!