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Insights

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

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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.

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I had the privilege of hearing from Ben Utecht today — Super Bowl Champion, author, and advocate for brain health and faith-based leadership. Ben’s story isn’t just about football. It’s about identity, resilience, and purpose — what happens when the cheering stops and life calls you to redefine success. He reminded us that true champions aren’t measured by trophies or titles, but by how they lead when no one’s watching. As a business owner and financial advisor, that message hit home. Leadership is consistency. Faith. The daily choice to show up and impact the lives entrusted to your care — whether that’s family, clients, or community. Grateful for the reminder that our legacy is built in the unseen moments. See thrivent.com/social for important disclosure information. #Leadership #FaithDriven #Purpose #BenUtecht #Inspiration #Thrivent #FinancialAdvisor #Resilience #Mindset #PersonalGrowth #ForestLakeMN

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I had the privilege of hearing from Ben Utecht today — Super Bowl Champion, author, and advocate for brain health and faith-based leadership. Ben’s story isn’t just about football. It’s about identity, resilience, and purpose — what happens when the cheering stops and life calls you to redefine success. He reminded us that true champions aren’t measured by trophies or titles, but by how they lead when no one’s watching. As a business owner and financial advisor, that message hit home. Leadership is consistency. Faith. The daily choice to show up and impact the lives entrusted to your care — whether that’s family, clients, or community. Grateful for the reminder that our legacy is built in the unseen moments. See thrivent.com/social for important disclosure information. #Leadership #FaithDriven #Purpose #BenUtecht #Inspiration #Thrivent #FinancialAdvisor #Resilience #Mindset #PersonalGrowth #ForestLakeMN

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I’m fired up to be at the Drive Value Regional Summit today in St. Paul! 🔥 Surrounded by ambitious business owners and thought-leaders, diving deep into value creation, legacy, and exit planning. It’s all about building more than just a business — building lasting significance. Can’t wait to soak up insights, make powerful connections, and bring new strategies back to Forest Lake and beyond. 💼✨ See thrivent.com/social for important disclosure information. #DriveValue #Summit2025 #BusinessGrowth #ExitPlanning #LeadWithLegacy

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I’m fired up to be at the Drive Value Regional Summit today in St. Paul! 🔥 Surrounded by ambitious business owners and thought-leaders, diving deep into value creation, legacy, and exit planning. It’s all about building more than just a business — building lasting significance. Can’t wait to soak up insights, make powerful connections, and bring new strategies back to Forest Lake and beyond. 💼✨ See thrivent.com/social for important disclosure information. #DriveValue #Summit2025 #BusinessGrowth #ExitPlanning #LeadWithLegacy

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Wrapping up an incredible week at the Retirement Tax Services Tax Summit 2025. ✔️ New strategies ✔️ Fresh perspectives ✔️ Powerful connections I’m leaving energized and even more equipped to guide families through the tax and retirement challenges ahead. The right strategy today creates freedom tomorrow. See thrivent.com/social for important disclosure information. #TaxSummit2025 #FinancialAdvisor #RetirementPlanning #WealthManagement #TaxStrategies #ClientSuccess #FinancialFreedom

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Wrapping up an incredible week at the Retirement Tax Services Tax Summit 2025. ✔️ New strategies ✔️ Fresh perspectives ✔️ Powerful connections I’m leaving energized and even more equipped to guide families through the tax and retirement challenges ahead. The right strategy today creates freedom tomorrow. See thrivent.com/social for important disclosure information. #TaxSummit2025 #FinancialAdvisor #RetirementPlanning #WealthManagement #TaxStrategies #ClientSuccess #FinancialFreedom

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One of the best parts of this Summit? The collaboration. Advisors, CPAs, and tax pros are sharing real-world ideas on how to navigate a constantly shifting tax landscape. It’s proof that when professionals work together, the families we serve are the real winners. See thrivent.com/social for important disclosures. #Collaboration #TaxProfessionals #FinancialAdvisor #WealthManagement #RetirementSuccess #ClientFirst

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One of the best parts of this Summit? The collaboration. Advisors, CPAs, and tax pros are sharing real-world ideas on how to navigate a constantly shifting tax landscape. It’s proof that when professionals work together, the families we serve are the real winners. See thrivent.com/social for important disclosures. #Collaboration #TaxProfessionals #FinancialAdvisor #WealthManagement #RetirementSuccess #ClientFirst

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A big takeaway from the first day: tax planning isn’t just about this year’s return—it’s about building a long-term strategy that lines up with your life goals. That’s why I’m here. To keep pushing for more ways to help families save money, protect their legacy, and retire on their terms. See thrivent.com/social for important disclosures. #RetirementPlanning #TaxStrategy #FinancialAdvisor #LegacyPlanning #WealthBuilding #ClientFocused

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A big takeaway from the first day: tax planning isn’t just about this year’s return—it’s about building a long-term strategy that lines up with your life goals. That’s why I’m here. To keep pushing for more ways to help families save money, protect their legacy, and retire on their terms. See thrivent.com/social for important disclosures. #RetirementPlanning #TaxStrategy #FinancialAdvisor #LegacyPlanning #WealthBuilding #ClientFocused

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4th Quarter 2025 Market Outlook: Strong markets, weakening fundamentals

Thrivent leadership shares expectations for final markets through year-end in the 4th Quarter 2025 Market Outlook.

For fourth quarter, Thrivent Asset Management experts are closely watching labor data, inflation and actions by the Fed.

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Preparing for financial surprises doesn't have to be complicated. Proactive planning can help you stay ahead of market swings and other risks that can impact your financial plan. Learn more about strategies to set you up for long-term success: https://bit.ly/4m32xHO

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Preparing for financial surprises doesn't have to be complicated. Proactive planning can help you stay ahead of market swings and other risks that can impact your financial plan. Learn more about strategies to set you up for long-term success: https://bit.ly/4m32xHO

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Thank you to the men and women who gave their lives to protect our freedom. Let’s honor their sacrifice today and every day.

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Thank you to the men and women who gave their lives to protect our freedom. Let’s honor their sacrifice today and every day.

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5 financial risks (and how to adapt your financial plan)

Are you prepared for financial changes? With proactive planning and flexible strategies, you can manage risks and habits that could impact your financial plan. Learn more about protecting your finances from what-ifs. ⬇️

Life is unpredictable, but the right financial plan can help you navigate changes with confidence. Learn about five major financial risks and strategies that...

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

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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.

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

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