Skip to main content
  • Thrivent.com
  • MyThrivent
  • BrokerCheck
Thrivent logo
  • Home
  • About
  • Solutions
  • Insights
  • Events
Contact Us
  • Home
  • About
  • Solutions
  • Insights
  • Events
  • Contact Us
  • Thrivent.com
  • MyThrivent
  • BrokerCheck

Insights

I've got valuable information and resources to share. Explore away! And check back often.

Image VIEW MORE +
Image

Sequence of returns risk: What it means for your retirement

The market can shift at any time, and big drops early in retirement could affect your savings. The right approach can help keep your savings resilient. Check out this article, then reach out to talk through ways to help protect your savings.👇

As you set out on your retirement journey, you want to make the most of your money and stay on the road to financial stability. That's why, if you have...

Image Read Post
Image

Hey friends! 👋 I’m Stephen Miller, Wealth Advisor here at Advocate Wealth Advisors. My journey into financial planning started with a lot of faith — and a little inspiration from my dad, who taught me the importance of helping others and living with purpose. Today, I get to walk alongside families as they plan for the future, guided by those same values. When I’m not helping clients, I’m usually spending time with my high-school sweetheart (and amazing wife), Sally, and our four beautiful children. Family means everything to me — they’re my greatest blessing and my biggest “why.” Oh, and around the office? I might be known as the “class clown.” 😆 A good dad joke never hurts! 🕹️ Why did the financial planner become a gardener? Because he wanted to “grow” his assets! 🌱😂 Faith, family, and a little laughter — that’s what keeps me going every day. I’m grateful to be part of a team that values all three. #MeetTheTeamMonday #FaithFamilyFinance #DadJokeKing #FloridaAdvisors #LiveGenerously #AdvocateWealthAdvisors see thrivent.com/social for disclosures

Image

Hey friends! 👋 I’m Stephen Miller, Wealth Advisor here at Advocate Wealth Advisors. My journey into financial planning started with a lot of faith — and a little inspiration from my dad, who taught me the importance of helping others and living with purpose. Today, I get to walk alongside families as they plan for the future, guided by those same values. When I’m not helping clients, I’m usually spending time with my high-school sweetheart (and amazing wife), Sally, and our four beautiful children. Family means everything to me — they’re my greatest blessing and my biggest “why.” Oh, and around the office? I might be known as the “class clown.” 😆 A good dad joke never hurts! 🕹️ Why did the financial planner become a gardener? Because he wanted to “grow” his assets! 🌱😂 Faith, family, and a little laughter — that’s what keeps me going every day. I’m grateful to be part of a team that values all three. #MeetTheTeamMonday #FaithFamilyFinance #DadJokeKing #FloridaAdvisors #LiveGenerously #AdvocateWealthAdvisors see thrivent.com/social for disclosures

Image VIEW MORE +
Image

Help your money last in retirement

A long life is a gift—let’s help make sure your finances can keep up. Start by building financial resilience against inflation, market swings, and rising health and care costs.

Discover how to help your savings go the distance, support your future health and care needs, and give you more freedom in retirement.

Image Read Post
Image

#MeettheTeamMonday: Advocate Wealth Advisors is a team in the Tampa Bay area serving Thrivent Financial Clients. Each week we will introduce you to a new team member. Wealth Advisor, Matthew Oleson, has been in the financial planning industry since 2004. Matt's goal is to always seek the best interests of his clients and their goals. At Thrivent we view money as a tool - that can lead to fulfilling and generous lives. Matt has been happily married to his wife, Kacy, since 2007 and together we have five wonderful kids. They have recently ended their journey as foster parents for over a decade after adopting 3 of our 5 kids. Matt remains dedicated to helping kids in foster care, as well as many other in our community by being involved in various local non-profit organizations. Living out his Christian faith by being generous to others is one of the things he enjoys most. Being a part of the Thrivent community, he has been able to do this more than he could have anywhere else. Matt is passionate about helping his clients learn to be wise with their money - so that they too can live generously.

Image

#MeettheTeamMonday: Advocate Wealth Advisors is a team in the Tampa Bay area serving Thrivent Financial Clients. Each week we will introduce you to a new team member. Wealth Advisor, Matthew Oleson, has been in the financial planning industry since 2004. Matt's goal is to always seek the best interests of his clients and their goals. At Thrivent we view money as a tool - that can lead to fulfilling and generous lives. Matt has been happily married to his wife, Kacy, since 2007 and together we have five wonderful kids. They have recently ended their journey as foster parents for over a decade after adopting 3 of our 5 kids. Matt remains dedicated to helping kids in foster care, as well as many other in our community by being involved in various local non-profit organizations. Living out his Christian faith by being generous to others is one of the things he enjoys most. Being a part of the Thrivent community, he has been able to do this more than he could have anywhere else. Matt is passionate about helping his clients learn to be wise with their money - so that they too can live generously.

Image Read Post
Image

#FunFriday: This weekend, challenge yourself to go out of your comfort zone and do a random act of kindness!

Image

#FunFriday: This weekend, challenge yourself to go out of your comfort zone and do a random act of kindness!

Image VIEW MORE +
Image

What is a variable annuity & how does it work?

A variable annuity offers several key features: income in retirement, potential tax-deferred growth based on market performance, and—depending on the contract—potential to pass money on to your heirs. Check out this article for more information and let’s connect if you want to discuss how an annuity could help you reach your retirement goals.

As you approach retirement, your focus may shift from building up a nest egg to ensuring you have ongoing income to cover expenses. A variable annuity is...

Image Read Post

Learn more about the events our team puts on through the Event section of our website. https://connect.thrivent.com/advocate-wealth-advisors/events

Learn more about the events our team puts on through the Event section of our website. https://connect.thrivent.com/advocate-wealth-advisors/events

Image VIEW MORE +
Image

August 2025 Market Update: Stocks set new highs, despite concerns

In the latest market update, Thrivent Asset Management experts discuss concerns about some data, while stocks continue to set new highs.

Market volatility continues, and we anticipate growth to slow.

Image Read Post
Image

Who are the Advocate Wealth Advisors? We're proud to be Thrivent financial professionals. We provide personalized financial guidance to people at all stages of life. At Thrivent, we view money not as a goal, but as a tool — one that can afford you a life rich in meaning and gratitude. We believe humanity thrives when individuals make the most of all they've been given. We're here to help you do just that. With offices throughout the Tampa Bay Area - our team can provide financial guidance to our clients at any of our convenient locations. We are able to provide a robust individualized planning experience because we are able to utilize a team approach when meeting our clients' needs.

Image

Who are the Advocate Wealth Advisors? We're proud to be Thrivent financial professionals. We provide personalized financial guidance to people at all stages of life. At Thrivent, we view money not as a goal, but as a tool — one that can afford you a life rich in meaning and gratitude. We believe humanity thrives when individuals make the most of all they've been given. We're here to help you do just that. With offices throughout the Tampa Bay Area - our team can provide financial guidance to our clients at any of our convenient locations. We are able to provide a robust individualized planning experience because we are able to utilize a team approach when meeting our clients' needs.

Image Read Post
Image

First week of school for our area and we know a lot of you are tired! Take the weekend to rest in Jesus and be ready to face next week.

Image

First week of school for our area and we know a lot of you are tired! Take the weekend to rest in Jesus and be ready to face next week.

Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.

Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.

Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.

Not all team members may provide all products, programs and services in all states.

Not all team members may office at the locations listed.

Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.

Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products issued by Thrivent. Not available in all states. Securities and investment advisory services offered through Thrivent Investment Management Inc., a registered investment adviser, member FINRA and SIPC, and a subsidiary of Thrivent. Licensed agent/producer of Thrivent. Registered representative of Thrivent Investment Management, Inc. thrivent.com/privacy-and-security/disclosures.

Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA’s Broker Check for more information about our financial advisors.

Designations

For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.

Thrivent logo

Copyright: © 2025 Thrivent. All rights reserved.