Show Notes
What if the parts of retirement that matter most are the ones no one is watching? In the origin episode of Thrive in Retirement, David Bezar opens up about why he traded a number one Philadelphia radio show for a podcast, and what 37 years in financial services taught him about where the industry falls short. He walks through ROUTE, the five-part framework Thrive uses for retirement: Risk, Optimizing income and assets, Unplanned healthcare expenses, Taxes, and Estate planning. Along the way he explains why most advisors stop at investments, how a vague risk questionnaire can miss what really matters, and why he calls his team hope dealers. Retirement has no do-overs, and the complexities rarely arrive one at a time. This is the episode that shows you what to start thinking about now. Listen now.
Timestamped Highlights [00:01:07] Why this show refuses to be an infomercial [00:01:54] The industry problem David says almost no one fixes [00:03:21] The lineup of experts coming to future episodes [00:03:21] What 37 years in the business actually taught him [00:04:23] The retirement question young savers never think to ask [00:05:31] Why finding a truly holistic advisor is so hard [00:06:43] From the number one AM radio show to your earbuds [00:07:55] Why the radio show ended, and what replaced it [00:10:19] ROUTE, the five-letter map for the whole retirement picture [00:10:19] Where most risk questionnaires quietly get you wrong [00:13:07] The one letter in ROUTE David admits he geeks out on [00:14:11] The shift from chasing income to becoming a hope dealer [00:20:20] The retirement question that could become a future episode
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Disclosure:
Thrive Capital Management, LLC, is an SEC-Registered Investment Advisory firm. SEC registration does not constitute an endorsement of the firm by the SEC, nor does it indicate a particular level of skill or ability. Insurance products and services offered through Thrive Financial Services, LLC. Thrive Financial Services and Thrive Capital Management, LLC are affiliated companies. For more information please visit: https://adviserinfo.sec.gov and search for our firm name. This podcast for informational purposes only and is not intended as legal, tax, or investment advice, or as a recommendation of any particular security or strategy. The investment strategy and themes discussed herein may be unsuitable for investors depending on their specific investment objectives and financial situation. Information obtained from third-party sources is believed to be reliable though its accuracy is not guaranteed. Opinions expressed in this commentary reflect subjective judgments of the author based on conditions at the time of publication and are subject to change without notice. Past performance is not indicative of future results.
Any references to protection benefits or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company.
Thrive in Retirement is an original production hosted by David Bezar. Brought to you by Thrive Financial Services. Production and editing by Podcast Your Brand.
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