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

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๐Ÿฅบ 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. โœ… Don't wait for life to remind you why preparation matters. ๐Ÿ‘‡ Click "Learn More" to start moving forward, and I'll personally reach out to you to schedule your FREE Zoom session. ๐Ÿ‘‰ Take the first step toward financial clarity - before life gets busy again. See thrivent.com/social for important disclosures.

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๐Ÿฅบ 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. โœ… Don't wait for life to remind you why preparation matters. ๐Ÿ‘‡ Click "Learn More" to start moving forward, and I'll personally reach out to you to schedule your FREE Zoom session. ๐Ÿ‘‰ Take the first step toward financial clarity - before life gets busy again. See thrivent.com/social for important disclosures.

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๐Ÿก๐Ÿ’ฐ 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. โœ… Will your savings last as long as you do? โœ… Is your 401(k) or IRA positioned for the future you want? โœ… Would your spouse or family be financially secure if something happened to you? โœ… 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. โœ”๏ธ Retirement & Investment Planning โœ”๏ธ Life & Income Protection โœ”๏ธ 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. ๐Ÿ‘‡ 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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๐Ÿก๐Ÿ’ฐ 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. โœ… Will your savings last as long as you do? โœ… Is your 401(k) or IRA positioned for the future you want? โœ… Would your spouse or family be financially secure if something happened to you? โœ… 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. โœ”๏ธ Retirement & Investment Planning โœ”๏ธ Life & Income Protection โœ”๏ธ 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. ๐Ÿ‘‡ 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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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. ๐Ÿ“ž Call: (563) 599-9995 ๐Ÿ“ฑ Text: (563) 500-2316 ๐Ÿ“ง Email: joshua.theisen@thrivent.com ๐Ÿ’ป Website: https://connect.thrivent.com/joshua-theisen/ 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. ๐Ÿ“ž Call: (563) 599-9995 ๐Ÿ“ฑ Text: (563) 500-2316 ๐Ÿ“ง Email: joshua.theisen@thrivent.com ๐Ÿ’ป Website: https://connect.thrivent.com/joshua-theisen/ See thrivent.com/social for important disclosures.

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โณ๐Ÿ’ฐ๐Ÿ—บ๏ธ 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: ๐Ÿ‘‰ Do you actually know if you're on the track for retirement? ๐Ÿ‘‰ Are you confident your savings are working hard enough? ๐Ÿ‘‰ Do you and your partner feel financially aligned - or are you winging it month to month? ๐Ÿ‘‰ Is your retirement savings optimized for tax efficient distributions? ๐Ÿ‘‰ Will your financial position be a blessing or burden for the next generation? ๐Ÿ‘‰ 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.

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โณ๐Ÿ’ฐ๐Ÿ—บ๏ธ 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: ๐Ÿ‘‰ Do you actually know if you're on the track for retirement? ๐Ÿ‘‰ Are you confident your savings are working hard enough? ๐Ÿ‘‰ Do you and your partner feel financially aligned - or are you winging it month to month? ๐Ÿ‘‰ Is your retirement savings optimized for tax efficient distributions? ๐Ÿ‘‰ Will your financial position be a blessing or burden for the next generation? ๐Ÿ‘‰ 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.

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The importance of estate planning: Protecting your people, property & privacy

Estate planning isnโ€™t just for the wealthy, itโ€™s for everyone. Itโ€™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.

When you hear or read the word "estate," perhaps images flash in your mind of diamond jewelry, garden parties and gleaming yachts. So if you don't have any of...

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๐Ÿ’ฐ๐Ÿ’ต Is your money working as hard as you do? ๐Ÿ’ต๐Ÿ’ฐ 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. โœ”๏ธ No pressure. โœ”๏ธ No confusing jargon. โœ”๏ธ 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

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๐Ÿ’ฐ๐Ÿ’ต Is your money working as hard as you do? ๐Ÿ’ต๐Ÿ’ฐ 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. โœ”๏ธ No pressure. โœ”๏ธ No confusing jargon. โœ”๏ธ 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

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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.

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.

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May 2025 Market Update: Volatility goes up and down

Mixed 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.

Economic data from April showed the economy slowing and raising the odds for a recession.

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There is always light. Some have to be brave enough to see it. Some are brave enough to be it.

There is always light. Some have to be brave enough to see it. Some are brave enough to be it.

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Thrivent Social Media Privacy Policy, Guidelines, Disclosures & Disclaimers

Is 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.

Learn more about Thrivent's social media privacy policy and guidelines.

Licensing is available through your State Insurance Departmentโ€™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.

Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a clientโ€™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 FINRAโ€™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 CFPยฎ, CERTIFIED FINANCIAL PLANNERยฎ, and CFPยฎ (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.

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