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Listen "Elements of a Good Retirement Plan"
Episode Synopsis
David, Bret, and Karen join Joe to "kick off" February (and the tax season) on this huge football weekend, and talk about the importance of having a good retirement plan. The Thrive Army is tuning in for this in-depth look at the three major pillars of any solid plan: Social Security, tax planning, and risk management.
Karen talks spousal benefits and the whole team discusses the 567 choices involved in a restricted Social Security Application strategy (for those qualified applicants born before January 2, 1954) - and outlines alternative considerations for those who were not!
Karen talks spousal benefits and the whole team discusses the 567 choices involved in a restricted Social Security Application strategy (for those qualified applicants born before January 2, 1954) - and outlines alternative considerations for those who were not!
More episodes of the podcast Roadmap to Retirement by Thrive Financial Services
Navigating the "Golden Years"
18/12/2023
The Four D's of Retirement Planning
22/11/2023
Are you Prepared for Taxes in Retirement?
06/11/2023
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