Les meilleurs podcasts Financial Roadmap (2024)

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Reinventing Retirement: Modern Strategies for your 401(k) 44:17

5M ago44:17

44:17

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 complex…

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To Delay or Not to Delay: Navigating Social Security Timing for Optimal Retirement 36:02

6M ago36:02

36:02

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.…

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Navigating the New Normal: Financial Strategies for Retirees and Pre-Retirees 36:03

6M ago36:03

36:03

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…

1
Navigating Uncertainty: Strategies for Financial Success 31:09

7M ago31:09

31:09

(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,…

1
Navigating Financial Tides and Social Security Strategies 45:36

10M ago45:36

45:36

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…

1
Navigating the "Golden Years" 44:05

11M ago44:05

44:05

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 fulfill…

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Exploring Retirement Preparedness in Turbulent Times 45:53

11M ago45:53

45:53

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, e…

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The Four D's of Retirement Planning 57:40

12M ago57:40

57:40

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

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Understanding Tax Implications of Retirement Income Sources 56:54

12M ago56:54

56:54

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.Par Thrive Financial Services

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Are you Prepared for Taxes in Retirement? 57:46

12M ago57:46

57:46

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 insuran…

1
Navigating Medicare in Retirement 56:09

1y ago56:09

56:09

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 and offers tailored advice based on individual needs and habits, ensuring that clients are not funneled i…

1
From Accumulation to Distribution: Rethinking Retirement Finances 55:18

1y ago55:18

55:18

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 belief in the positive impact we were making.Taking a cue from that, today's show presents another 'not-to-mis…

1
Decoding Social Security 45:10

1y ago45:10

45:10

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 of reflective consultations and deliberations, the duo zeroes in on this subject, fueled by the myriad que…

1
#200 - Stock Market Volatility 44:58

1+ y ago44:58

44:58

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 the importance of diversification in managing risk. Gain insights on reassessing your risk tolerance and align…

1
#199 - Complexities of Retirement 45:25

1+ y ago45:25

45:25

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 investing, the impact of taxes on retirement savings, and the viability of Social Security. Gain insights and…

1
#198 - Understanding Long-Term Care Planning 46:09

1+ y ago46:09

46:09

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 Term Companion,” a family-owned and operated homecare agency. They share their personal experiences with long-…

1
#197 - Cracking the Retirement Code 45:22

1+ y ago45:22

45:22

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 expenses, the need for proper retirement preparation, and so much more. Listen now! #RetirementPlanning #In…

1
#195 - Lifelong Learning in Retirement 46:02

1+ y ago46:02

46:02

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 the importance of balancing wealth preservation and enjoying life's experiences. They also cover Social Secur…

1
#194 - Unlocking the Secrets to a Secure Retirement 46:36

1+ y ago46:36

46:36

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! 📻 #RetirementPlanning #FinancialAdvice #TaxStrategiesPar Thrive Financial Services

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#193 - Navigating Retirement Challenges & Choices 46:51

1+ y ago46:51

46:51

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 the challenges and opportunities retirees face in today's marketplace. Listen now for valuable insights and…

1
#192 - Empowering Your Retirement Decisions 46:21

1+ y ago46:21

46:21

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 and understanding Social Security benefits.#RetirementPlanning #FinancialEmpowerment #SocialSecurity…

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#191 - Create Retirement Success with Awareness and Education 45:37

1+ y ago45:37

45:37

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 Krause.Par Thrive Financial Services

1
#189 - Financial Literacy Month 47:22

1+ y ago47:22

47:22

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 out all the things you need to know!Par Thrive Financial Services

1
#188 - Spring Is Here! 46:36

1+ y ago46:36

46:36

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 episode are planning for the unexpected, the senior independence act, and more! Listen now to find out.…

1
#187 - Where We're At Today 45:44

1+ y ago45:44

45:44

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!Par Thrive Financial Services

1
#186 - Navigating Through Tough Times 46:08

1+ y ago46:08

46:08

Airdate: 3/12/23On 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!Par Thrive Financial Services

1
#185 - Bringing Financial Peace of Mind to Retirement 45:32

1+ y ago45:32

45:32

Airdate: 3/5/23: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!Par Thrive Financial Services

1
#184 - All About Awareness 47:01

1+ y ago47:01

47:01

Airdate: 2/18/23:On this week's Roadmap to Retirement, the Radio Show - catch up with our hosts David Bezar, Bret Elam, and Karen Bezar! A lot of good information in this week's episode. Take a listen now on why we here at Thrive are all about awareness, providing education, and bringing leadership into the equation so that these things that scare …

1
#183 - The Markets 45:50

1+ y ago45:50

45:50

Airdate: 2/5/23:On this week's Roadmap to Retirement, the Radio Show - catch up with our hosts David Bezar, Bret Elam, and Karen Bezar!Par Thrive Financial Services

1
#182 - Slow 'n Steady 46:24

2y ago46:24

46:24

Airdate: 1/29/23:On this week's Roadmap to Retirement, the Radio Show - catch up with our hosts David Bezar, Bret Elam, and Karen Bezar!Par Thrive Financial Services

1
#181 - Market Is Getting Skittish 46:56

2y ago46:56

46:56

Airdate: 1/22/23:On this week's Roadmap to Retirement, the Radio Show - catch up with our hosts David Bezar, Bret Elam, and Karen Bezar.Par Thrive Financial Services

1
#180 - New Opportunities 45:50

2y ago45:50

45:50

Airdate: 1/15/2023:On this week's Roadmap to Retirement, the Radio Show - catch up with our hosts David Bezar, Bret Elam, and Karen Bezar as they discuss this week's episode on taxes and Roth conversions, 10 ways women can save themselves from retirement shortfalls, and so much more!Par Thrive Financial Services

1
#179 - 2023 Kickoff Episode! 46:19

2y ago46:19

46:19

Airdate: 1/8/23:On this week's Roadmap to Retirement, the Radio Show - catch up with our hosts David Bezar, Bret Elam, and Karen Bezar as they talk about kicking off 2023!Par Thrive Financial Services

1
#178 - Wrapping Up In 2022 48:11

2y ago48:11

48:11

Airdate: 12/10/2022:On this week's Roadmap to Retirement, the Radio Show - catch up with our hosts David Bezar, Bret Elam, and Karen Bezar as they go over wrapping up the new year.Par Thrive Financial Services

1
#177 - Chaotic Week 46:09

2y ago46:09

46:09

Airdate: 12/03/2022:On this week's Roadmap to Retirement, the Radio Show - catch up with Bret Elam and Karen Bezar and special guest Jeff Walker! This is a must-listen to episode.Par Thrive Financial Services

1
#176 - That Time Of Year, It's Crunch Time! 46:26

2y ago46:26

46:26

Airdate: 11/19/2022:On this week's Roadmap to Retirement, the Radio Show - catch up with Bret Elam who brings on two special guests, Mandy Snider and Erik Schuster as they talk about that time of year with record-breaking holiday sales, and finalizing important documents that should be completed before the end of the year!…

1
#175 - Making Sense Of Your Retirement Plan 46:10

2y ago46:10

46:10

Airdate: 11/12/2022:On this week's Roadmap to Retirement, the Radio Show - catch up with our hosts David Bezar, Bret Elam, and Karen Bezar. "There are a lot of moving parts right now in the stock market. One of the benefits of working with the right type of financial professional is that they can give you that awareness of what's happening, educati…

1
#174 - The Right Time To Take Action Is Now 46:35

2y ago46:35

46:35

Airdate: 11/05/2022:On this week's Roadmap to Retirement, the Radio Show - catch up with our hosts David Bezar, Bret Elam, and Karen Bezar as they will be going over market volatility, lagging indicators in relation to the market, and what they foresee of what's coming ahead and the reasons to be proactive today. Also talking about what one of the …

1
#173 - The Community 45:53

2y ago45:53

45:53

Airdate: 10/22/2022: On this week's Roadmap to Retirement, the Radio Show - catch up with our hosts David Bezar, Bret Elam, and Karen Bezar as they talk about our upcoming workshops and how we are trying to bring awareness to retirement to our community.Par Thrive Financial Services

1
#171 - Inflation, Ready or Not 46:35

2y ago46:35

46:35

Airdate: 9/24/2022On this week's Roadmap to Retirement, the Radio Show - catch up with our hosts David Bezar, Bret Elam, and Karen Bezar as they talk about inflation.Par Thrive Financial Services

1
#172 - What Questions to Ask Your Advisor 47:17

2y ago47:17

47:17

Airdate: 10/08/2022On this week's episode of Roadmap to Retirement, the radio show catch-up with hosts Bret Elam and Erik Schuster as they talk about important questions you should be asking your advisor!Par Thrive Financial Services

1
#170 - Creating Awareness 46:14

2y ago46:14

46:14

Airdate: 9/10/2022 On this week's Roadmap to Retirement, the Radio Show - catch up with David Bezar, Bret Elam and Karen Bezar today!Par Thrive Financial Services

1
#169 - Aha Moments 46:39

2y ago46:39

46:39

On this week's Roadmap to Retirement, the Radio Show - catch up with David Bezar, Bret Elam and Karen Bezar as they talk about staying ahead of the curve in the market!Par Thrive Financial Services

1
#168 - Whats Going To Be Happening Soon? 46:05

2y ago46:05

46:05

Airdate: 8/27/2022On this week's Roadmap to Retirement, the Radio Show - catch up with David Bezar, Bret Elam and Karen Bezar as talk about the storm that will be happening to the market.Par Thrive Financial Services

1
#166 - Catching Up 45:41

2y ago45:41

45:41

Airdate: August 6, 2022On this week's Roadmap to Retirement, the Radio Show - catch up with David Bezar, Bret Elam and Karen Bezar as they catch up together after being away on vacation!bGQoZcmPklEDUWMFKPbJPar Thrive Financial Services

1
#165 - Risk and Perils On Behalf of Women SPECIAL GUESTS! 46:06

2+ y ago46:06

46:06

Airdate: July 23, 2022On this week's Roadmap to Retirement, the Radio Show - catch up with Bret Elam & two NEW guests, Stacey Cohen & Mandy Snider as they go over women's position in finances & mistakes women should watch out for!Par Thrive Financial Services

1
#164 - Never Before Seen Markets - SPECIAL GUESTS! 45:55

2+ y ago45:55

45:55

Airdate: July 16, 2022On this week's Roadmap to Retirement, the Radio Show - catch up with Bret Elam & TWO special guests this week as they go over the questions people ask in a time like we've never seen before.Special guests: Erik Schuster & Jeff Walker!Listen Now To Find Out More!Par Thrive Financial Services

1
#162 - Special Guest Erik Schuster! 45:37

2+ y ago45:37

45:37

Airdate: June 25, 2022On 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!Par Thrive Financial Services

1
#163 - Scary Times 46:16

2+ y ago46:16

46:16

Airdate: July 9, 2022On 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!Par Thrive Financial Services

1
#161 Challenging Your Patience 46:51

2+ y ago46:51

46:51

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 …

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