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Please join me for a FREE family movie event on Saturday, December 20th in Maquoketa, IA. Feel free to bring an item to help support a local charity that supports children going into the foster system for the first time.
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With interest rates expected to continue shifting, now is a smart time to revisit your cash savings. By planning ahead, we can explore timely strategies designed to help keep your cash productive and aligned with your needs. See thrivent.com/social for important disclosures.
The cost of cash: Where to invest when interest rates drop
The cost of cash: Where to invest when interest rates dropWhether you’re saving for something big, hoping to generate a steady income or seeking flexible access to your cash, there are smart ways to keep your money productive and aligned with your needs—regardless of shifting interest rates. Explore your options below and let’s connect to keep your goals on track in a changing interest rate environment.
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With rates starting to decline, now is a great time to think about what's next for your cash. Whether you want to keep funds liquid, generate income or save for a future goal, now’s a great time to put your savings to work. Together, let’s review your goals and liquidity needs to maximize your money’s potential. See thrivent.com/social for important disclosures.
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Please join Quadrant Financial Advisors as we host an event: Estate Preservation for the Next Generation. Come learn from special guest speaker, Eric W. Bilger, FIC Financial Advisor for Thrivent, as he shares strategies around how to better prepare yourself for the “what-ifs” in life. This exclusive workshop is designed to help educate you and your beneficiaries on the challenges many people face in retirement as they age. Dinner will be catered by Bad Ash BBQ. In person event Tuesday, September 23, 2025 at 5:30 p.m. Maquoketa Chamber of Commerce 124 S. Main St., Ste 2, Maquoketa, IA 52060 RSVP here https://bit.ly/EP4NG0923 or call 563-239-2533 Cant make it to the event? Register to watch online https://bit.ly/NPGOct No products will be sold. Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional. See thrivent.com/social for additional disclosures. 27764-12FB R2-24
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Please join Quadrant Financial Advisors as we host an event: Estate Preservation for the Next Generation. Come learn from special guest speaker, Eric W. Bilger, FIC Financial Advisor for Thrivent, as he shares strategies around how to better prepare yourself for the “what-ifs” in life. This exclusive workshop is designed to help educate you and your beneficiaries on the challenges many people face in retirement as they age. Dinner will be catered by Bad Ash BBQ. In person event Tuesday, September 23, 2025 at 5:30 p.m. Maquoketa Chamber of Commerce 124 S. Main St., Ste 2, Maquoketa, IA 52060 RSVP here https://bit.ly/EP4NG0923 or call 563-239-2533 Cant make it to the event? Register to watch online https://bit.ly/NPGOct No products will be sold. Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional. See thrivent.com/social for additional disclosures. 27764-12FB R2-24
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Any time your life changes, your financial plan deserves a fresh look. Here are different life events that may trigger a need to update your life insurance coverage: https://bit.ly/47koSvA
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🚪❓ 2 Mystery doors that you will go through when you retire. ❓🚪 One door will lead you to a path where you outlive your retirement savings. You'll reach a point where you cannot do all the things that you hoped to do in your golden years. The other door will lead you to a path where your money outlives you. You're able to do all the things you hoped to do during your golden years. You have the freedom and dignity to give to charity, support your kids and grandkids or anything else that's important to you. You don't need to guess which door you're going to go through. The sooner we can help you plan for this journey - the better your chances of choosing the right door. Work with me and my team - we've seen many people already pass through their door and walked alongside them in their journey. Let me help you prepare now - don't leave this important milestone in your life to chance. Let's start with a no-pressure, no-obligation discussion to learn how I can help. 📞 Call - (563) 599-9995 💬 Text - (563) 500-2316 📧 Email - joshua.theisen@thrivent.com See thrivent.com/social for important disclosures.
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🏡💰 Eastern Iowa Families: Will Your Plan Protect You When Life - or Retirement - Doesn't Go as Planned? Here in Eastern Iowa, I've met too many families caught off guard - not just by life's emergencies, but by retirement arriving faster than they ever expected. Some of these families had a plan. Most didn't. Don't be caught off guard by thinking your workplace benefits are enough to cover emergencies. Your retirement plan and your life protection work together - or they leave costly gaps. ✅ Will your savings last as long as you do? ✅ Is your 401(k) or IRA positioned for the future you want? ✅ Would your spouse or family be financially secure if something happened to you? ✅ Is your retirement income strategy tax efficient so you can keep much of it without giving it to the IRS? I help people in Eastern Iowa answer these questions with confidence - and build a plan that protects them both today and 30 years from now. ✔️ Retirement & Investment Planning ✔️ Life & Income Protection ✔️ 401(k) Rollovers & IRA Options Let's start with a simple, no pressure conversation. It could change everything for your future - and your family's financial clarity. 👇 Click "Learn More" so we can get started on your journey. Because retirement security and family protection shouldn't be left to chance. See thrivent.com/social for important disclosures.
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🥺 What If Life - and Retirement - Caught You Unprepared? It's an uncomfortable thought - but an important one. What if something unexpected happened and your finances, retirement plans, or family's security weren't ready? Too many people put off getting their financial house in order - until life reminds them why they shouldn't have. Whether it's an unexpected life event or realizing retirement is closer than it seems, waiting too long can leave costly gaps. As a licensed financial advisor serving individuals and families in Iowa, Illinois, Wisconsin, Minnesota, and Florida, I help people get ready for both the "what ifs" and the "what's next" so they can move forward with confidence, not uncertainty. ✅ Don't wait for life to remind you why preparation matters. 👇 Click "Learn More" to start moving forward, and I'll personally reach out to you to schedule your FREE Zoom session. 👉 Take the first step toward financial clarity - before life gets busy again. See thrivent.com/social for important disclosures.
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🏡💰 Eastern Iowa Families: Will Your Plan Protect You When Life - or Retirement - Doesn't Go as Planned? Here in Eastern Iowa, I've met too many families caught off guard - not just by life's emergencies, but by retirement arriving faster than they ever expected. Some of these families had a plan. Most didn't. Don't be caught off guard by thinking your workplace benefits are enough to cover emergencies. Your retirement plan and your life protection work together - or they leave costly gaps. ✅ Will your savings last as long as you do? ✅ Is your 401(k) or IRA positioned for the future you want? ✅ Would your spouse or family be financially secure if something happened to you? ✅ Is your retirement income strategy tax efficient so you can keep much of it without giving it to the IRS? I help people in Eastern Iowa answer these questions with confidence - and build a plan that protects them both today and 30 years from now. ✔️ Retirement & Investment Planning ✔️ Life & Income Protection ✔️ 401(k) Rollovers & IRA Options Let's start with a simple, no pressure conversation. It could change everything for your future - and your family's financial clarity. 👇 Click "Learn More" so we can get started on your journey. Because retirement security and family protection shouldn't be left to chance. See thrivent.com/social for important disclosures.
One day, you'll be older. Maybe sitting on a porch swing. Maybe traveling the world. Maybe helping your grandkids buy their first car. What will that future version of you thank you for? For saving early? For staying disciplined? For having professional guidance on investing? For putting your long-term goals ahead of today's impulse buys? Retirement isn't an age. It's a feeling of freedom. Let's get together and have a free, no obligation discussion to see how I can help you on your journey - so your future self can smile without worrying about tomorrow. 📞 Call: (563) 599-9995 📱 Text: (563) 500-2316 📧 Email: joshua.theisen@thrivent.com 💻 Website: https://connect.thrivent.com/joshua-theisen/ See thrivent.com/social for important disclosures.
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⏳💰🗺️ You're Earning Decently... But Where's the Plan? If you're like most people I talk to in Eastern Iowa, you've been working hard, saving when you can, and trying to make the "right" financial moves. But let me ask: 👉 Do you actually know if you're on the track for retirement? 👉 Are you confident your savings are working hard enough? 👉 Do you and your partner feel financially aligned - or are you winging it month to month? 👉 Is your retirement savings optimized for tax efficient distributions? 👉 Will your financial position be a blessing or burden for the next generation? 👉 Are you confident that you can maintain your lifestyle if something tragic happens? At some point - whether you're in your 30s, 40s or 50s - it hits you: "We've done ok... but we've never had a real plan." I get it - life gets busy and things get put off. The best time to prepare is when you CAN. Not when you HAVE to. That's where I come in. Let's connect and have a discussion so that I can learn about your priorities and be your financial GPS to help you get to where you want to go. Call (563) 599-9995 Text (563) 500-2316 Email joshua.theisen@thrivent.com Visit my website to learn more https://connect.thrivent.com/joshua-theisen See thrivent.com/social for important disclosures.
The importance of estate planning: Protecting your people, property & privacy
The importance of estate planning: Protecting your people, property & privacyEstate planning isn’t just for the wealthy, it’s for everyone. It’s about making sure your assets, no matter their value, go to the people, causes and organizations you care about. Take control of your legacy.
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💰💵 Is your money working as hard as you do? 💵💰 Most people have goals - buying a home, saving for college, retiring comfortably - but not everyone has a plan to reach them. As a financial advisor in Eastern Iowa, I help individuals and families create clear, customized roadmaps for their financial future. ✔️ No pressure. ✔️ No confusing jargon. ✔️ Just a friendly conversation to see where you stand today and where you want to go. Let's turn your goals into a plan. Call (563) 599-9995 Text (563) 500-2316 Email joshua.theisen@thrivent.com Website https://connect.thrivent.com/joshua-theisen
It's not about how much money you make. Instead, how much money you keep, how hard it works for you, and how many generations you keep it for. Message me and let's work on a plan to see how you can be a generational change for your family.
May 2025 Market Update: Volatility goes up and down
May 2025 Market Update: Volatility goes up and downMixed economic data in April presents a lot of uncertainty in the economic markets. Read Thrivent Asset Management's analysis on what this means for investors in the May Market Update.
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There is always light. Some have to be brave enough to see it. Some are brave enough to be it.
Thrivent Social Media Privacy Policy, Guidelines, Disclosures & Disclaimers
Thrivent Social Media Privacy Policy, Guidelines, Disclosures & DisclaimersIs your financial plan set up so that you will be a blessing or a burden for your next generation? Would you like to talk to someone that can offer professional guidance? Please contact me and let's talk about it. See thrivent.com/social for important disclosures.
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When planning for the future; time can either be your friend or enemy. No matter where you are today or where you want to go, I can walk alongside you and guide you through your journey. Let's start by having a discussion to learn about each other and how you will be the most comfortable working together.