Thrive in Retirement

08 | Dawn Myers - How to Shop Medicare So It Stays Affordable at 85

What if the Medicare plan that worked for you this year is quietly setting you up to overpay next year? Most people treat Medicare as a one-time decision. David Bezar si

07 | Michael Abbott - How to Defuse the Tax Bomb in Your IRA

What if the Roth conversion you thought was protecting you is quietly costing you more? Scroll social media anywhere near retirement age, and you will get hit with 10 to

06 | Rich Parrett - Social Security: The Retirement Decision Most People Underestimate

What if the biggest money decision of your retirement is one you only get one shot at, and almost nobody explains it to you? Most people spend decades paying into Social

05 | What Happens When You Actually Book That “Free Meeting” We Keep Mentioning

What if the appointment you keep talking yourself out of is the one that decides your entire retirement? Most people book the complimentary meeting, then spend the next

04 | Sean DeBarberie - How to Turn Your Savings Into a Lifetime Paycheck

What if the money you spent 30 years saving runs out before you do? Most people spend 30 years saving for retirement and almost no time on the part that decides everythi

03 | Chris Bak - How Your Retirement Income Actually Gets Taxed

What if the taxes you thought would get easier in retirement are actually about to get much harder? Most people assume taxes get simpler once the paycheck stops. David B

02 | Our Secret Formula: ROUTE Framework

What if the one thing your financial advisor never talks about is the thing that decides your entire retirement? In the first episode of Thrive in Retirement, David Beza

01 | Welcome to Thrive in Retirement!

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