Thrive Financial Services

Thrive Financial Services Our purpose is to educate & empower people families and businesses to make wise financial decisions.

As a financial services leader we continuously strive to educate our clients to preserve, protect and grow their wealth by utilizing advanced financial strategies. We make a difference by providing the tools our clients need to feel confident that they are making the best financial decision for their needs. At Thrive, we are able to bring great insight and perspective backed with an educational approach to insurance services, retirement and legacy planning, social security optimization, mortgage services and tax planning needs.

10/07/2026

You planned for retirement.

But did you plan for $12,500 a month in care?

Long-term care is one of those retirement expenses most people don’t want to think about — until their family is suddenly forced to.

And when Alzheimer’s, dementia, or another long-term health issue enters the picture, care may be needed for years, not months.

On the newest episode of Thrive in Retirement, David Bezar sits down with Brett Ringold of A Long Term Companion to talk about what families should know before a crisis happens.

From home care and assisted living to Medicare resources, insurance considerations, family caregiving, and the legal documents you should have in place — this is a conversation every family should hear.

Because retirement planning isn’t only about making your money last.

It’s also about planning for the “what ifs” that could change everything.

🎙️ Listen to the newest episode of Thrive in Retirement now.

🟢Listen on Spotify: https://buff.ly/TX64XU9
▶️Watch on YouTube: https://buff.ly/bDnKuTh
🍎Listen on Apple: https://buff.ly/3Ym5uun

Big news from Thrive! 🎙️Thrive in Retirement has officially broken into Apple Podcasts’ Top 100 in the U.S. Investing ca...
10/06/2026

Big news from Thrive! 🎙️

Thrive in Retirement has officially broken into Apple Podcasts’ Top 100 in the U.S. Investing category, reaching as high as #52!

Hosted by David Bezar, our podcast brings retirement and financial planning conversations to listeners whenever and wherever they want to tune in.

Thank you to everyone who has listened, followed, shared an episode, or left a review. We appreciate your support!

🎧 Listen to Thrive in Retirement on Apple Podcasts, Spotify, and YouTube.



--------------------

Third-Party Ranking Disclosure: As of October 1st, 2026, Thrive in Retirement was ranked #52 on the Apple Podcasts U.S. Investing chart, as reported by Podstatus. Rankings are dynamic, are generally updated hourly, and may change at any time. The ranking is based on Podstatus/Apple Podcasts chart data and is not based on investment performance, advisory services, or client experience. No compensation was paid to obtain this ranking.

10/06/2026

What if the biggest threat to your retirement isn’t the market?

You can spend decades building your nest egg — but one major health event or long-term care need can dramatically change the financial picture.

In the newest episode of Thrive in Retirement, David Bezar sits down with Brett Ringold, Vice President of A Long Term Companion, to talk about the part of retirement planning too many families put off until they’re already in a crisis.

They discuss:

🏠 What home care, assisted living, and skilled nursing can actually cost
🧠 Why Alzheimer’s and dementia can create years of care needs
👨‍👩‍👧 The often-overlooked impact on family caregivers
📋 The documents families should have in place ahead of time
🏥 Medicare programs and resources families may not know exist
💰 How long-term care costs can factor into a broader retirement plan

Long-term care isn’t exactly anyone’s favorite dinner-table conversation.

But having the conversation before you need care can give you and your family more options when it matters most.

🎙️ Watch or listen to the newest episode of Thrive in Retirement now.
🟢Listen on Spotify: https://buff.ly/TX64XU9
▶️Watch on YouTube: https://buff.ly/bDnKuTh
🍎Listen on Apple: https://buff.ly/3Ym5uun

10/01/2026

Medicare isn’t necessarily a one-time decision.

Plans, premiums, prescription drug coverage, and individual healthcare needs can change over time—which is why reviewing your coverage can be an important part of retirement planning.

On this episode of Thrive in Retirement, David Bezar sits down with Medicare specialist Dawn Myers to discuss Medicare considerations retirees may want to understand, including:

• Changes to Medicare and prescription drug coverage
• The Annual Notice of Change and why it matters
• Medicare Advantage and Medigap considerations
• Factors to consider when comparing coverage and costs
• Why your healthcare needs may change throughout retirement

With Medicare Open Enrollment running October 15 through December 7, this episode offers an educational look at questions you may want to consider when reviewing your coverage.

🎙️ How to Shop Medicare So It Stays Affordable at 85

Listen to the latest episode of Thrive in Retirement.

This content is for educational and informational purposes only and should not be considered individualized insurance, financial, tax, or legal advice. Medicare options, costs, coverage, and eligibility vary by individual and plan.

As the leaves change, it’s a great time to take a fresh look at your retirement plan. 🍁 Join us this October for a compl...
10/01/2026

As the leaves change, it’s a great time to take a fresh look at your retirement plan. 🍁 Join us this October for a complimentary educational workshop covering important retirement planning considerations and strategies.

Reserve your seat and learn more about preparing for the retirement you envision.

09/30/2026

Retirement planning is about more than your investments.

Medicare. Taxes. Income. Social Security. Estate planning. Risk.

Each decision can be complicated on its own—and they don’t always exist in isolation.

At Thrive Financial Services, part of our role is helping clients look at the bigger picture, identify areas that may need additional expertise, and, when appropriate, connect them with professionals like Medicare specialist Dawn Myers.

In the latest episode of Thrive in Retirement, David Bezar sits down with Dawn to discuss an important piece of the retirement puzzle: Medicare.

They cover what retirees should know about changing coverage, prescription drug plans, Medicare Advantage versus Medigap, the Annual Notice of Change, and why Medicare may deserve another look as your needs and available options change.

Because retirement can feel a lot less daunting when you understand how the different pieces fit together—and know which questions to ask along the way.

🎙️ How to Shop Medicare So It Stays Affordable at 85

Listen to the latest episode of Thrive in Retirement.

🟢Listen on Spotify: https://buff.ly/zxDGssO
▶️Watch on YouTube: https://buff.ly/AZzKyQ9
🍎Listen on Apple: https://buff.ly/DydT9SJ

Thrive Financial Services does not provide Medicare or insurance advice. When appropriate, clients may be introduced to independent professionals for services outside Thrive’s scope. This content is for educational and informational purposes only and should not be considered individualized insurance, financial, tax, or legal advice.

Your retirement plan should evolve as your goals and circumstances change. Regularly reviewing your financial strategy c...
09/30/2026

Your retirement plan should evolve as your goals and circumstances change. Regularly reviewing your financial strategy can help you stay informed and prepared for the decisions that come with retirement.

09/29/2026

Retirement comes with a lot of puzzle pieces. 🧩

Investments. Income. Taxes. Social Security. Estate planning. Healthcare. Medicare.

And just when you think you have one piece figured out… something changes.

That’s why at Thrive Financial Services, we believe retirement planning means looking beyond just your investment portfolio. We help our clients understand how the different areas of retirement connect—and, when specialized expertise is needed, introduce them to professionals who can help with that particular piece.

One of those professionals is Medicare specialist Dawn Myers.

In the latest episode of Thrive in Retirement, David Bezar and Dawn tackle the Medicare puzzle—from changing prescription coverage and the Annual Notice of Change to Medicare Advantage vs. Medigap and what to consider as your needs evolve.

You don’t have to become an expert in every piece of retirement.

But it helps to know what questions to ask, what to review, and when it may be time to bring in the right professional.

🎙️ How to Shop Medicare So It Stays Affordable at 85

Listen to the latest episode of Thrive in Retirement wherever you get your podcasts.

🟢Listen on Spotify: https://buff.ly/zxDGssO
▶️Watch on YouTube: https://buff.ly/AZzKyQ9
🍎Listen on Apple: https://buff.ly/DydT9SJ

Thrive Financial Services does not provide Medicare or insurance advice. When appropriate, clients may be introduced to independent professionals for services outside Thrive’s scope. This content is for educational and informational purposes only and should not be considered individualized insurance, financial, tax, or legal advice.

Meet the people behind Thrive! 👋 Get to know another member of our team and the experience they bring to helping our cli...
09/28/2026

Meet the people behind Thrive! 👋 Get to know another member of our team and the experience they bring to helping our clients plan for their financial future.

Your retirement years are too important to leave the big financial questions unanswered.At our upcoming educational work...
09/24/2026

Your retirement years are too important to leave the big financial questions unanswered.

At our upcoming educational workshop, we’ll explore common retirement considerations and practical ways to think about your financial future.

Come learn, ask questions, and take the next step toward being more informed about your retirement.

Address

500 Office Center Drive, Suite 300
Fort Washington, PA
19034

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Website

, , , https

Alerts

Be the first to know and let us send you an email when Thrive Financial Services posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Shortcuts

Share

Category