Insights
Join us once a month for Financial Friday Workshops, typically held on the second Friday of the month. Each session covers a topic we believe our community would find valuable—and you do not need to be a client to attend. Choose to join us in person or virtually, and if you attend in person, lunch is on us!At Odyssey Financial, Travis and Liz are passionate about educating others and creating open, honest financial conversations. Their goal is to help individuals and families make informed financial decisions—whether planning for retirement, protecting a legacy, or giving generously to causes that matter most.📅 Upcoming Financial Fridays (In Person & Virtual Options Available)• May 8 – 4 Truths of Long-Term Care• June 12 – 5 Phases of an IRALearn more and register at https://connect.thrivent.com/odyssey-financial-group/events *No products will be sold. See thrivent.com/social for important disclosures.💬 Have suggestions for future topics? Share them in the comments below!
📅 Financial Friday | May 8 – Long Term CareLong term care isn’t just about nursing homes—it’s about protecting your independence, your loved ones, and the retirement you’ve worked hard to build. 💙A Thrivent long term care conversation helps you understand your options, plan ahead, and prepare for what life may bring. Learn how proactive planning can help protect your income, assets, and family—no matter the future.Join us as we walk through The 4 Truths of Long Term Care and why having a plan in place can bring clarity, confidence, and peace of mind.🕛 12:00–1:00 PM (12:15 virtual)💻 In Person or Virtual options➡️ Register today at https://connect.thrivent.com/odyssey-financial-group/events*No products will be sold. For more information visit Thrivent.com/social. 27878-2M R11-20
✨ Built with purpose! These water filters were assembled from our Thrivent Kits to help those in need. Want to help too? Choose a water filter or solar light kit and start making an impact today 🌍💧☀️👉 Here’s the link to get started: https://www.thrivent.com/generosity
Generosity💡 Did you know? Every Thrivent member can request one FREE Cause Kit each year—choose a Solar Kit or Water Filtration Kit to help people in need 🌍It’s super easy:✅ Request your Thrivent Cause Kit™️ https://www.thrivent.com/generosity📦 It arrives right at your door🔧 Build solar lights or water filters with step by step instructions📮 Send it back using the prepaid labelIf you haven’t ordered yours yet this year, do it today and make an impact! 💙✨
Good Steward Events📣 Calling All Christian Leaders!Struggling to keep enough volunteers on your team? You’re not alone—and help is on the way.Join us tomorrow, April 16 at 2:00 p.m. for a FREE 45 minute webinar:✨ Christian Leader Webinar: Recruiting Never Stops ✨Jessica Bealer with Generis will share practical strategies for building a consistent, sustainable volunteer recruiting approach—so you’re not constantly starting from scratch.✅ Great for pastors, ministry leaders, and nonprofit leaders✅ Short, practical, and encouraging👉 Click https://www.thrivent.com/offers/good-steward-events to view this webinar and future sessions.We hope you’ll join us—or invite someone who could benefit!
It’s hard to believe it’s already been two months since Travis and Liz traveled to the Business Development Conference (BDC) in Atlanta.BDC brings teams together from across the country to explore new Thrivent resources, marketing and branding updates, and strategies focused on growing practices while making a meaningful impact in the communities we serve. Travis and Liz came back with fresh ideas and insights to help us continue delivering value to our clients and community partners.#BDC #BusinessDevelopmentConference #ProfessionalDevelopment #Thrivent #TeamGrowth #CommunityImpact #ContinuousLearning
Over the last several weeks, we may have been quieter on social media, but behind the scenes we’ve been anything but still. In person, we’ve been fully hands-on and pedal to the metal with our clients and business development 🚀During this time, we’ve:- Attended two conferences 🎤- Traveled out of state multiple times for client work ✈️- Continued studying for upcoming certifications 📚- Helped clients hit key milestones and prepare for tax season 💼- Made intentional space for family and for the Lord ❤️🙏Each of these experiences has strengthened our knowledge, sharpened our skill sets, and given us the clarity and rest needed to serve our clients even better. We’re grateful for the growth, the momentum, and the trust our clients place in us as we help them pursue their financial goals 🌱More details—and plenty of photos—are on the way as we catch our breath and share what we’ve been building 📸✨
🌟 Did you know? 🌟Every Thrivent member can request one Cause Kit per year—either a Solar Kit or a Water Filtration Kit—to help support communities with essential needs.🛠️ The process is incredibly simple:1. Request your Thrivent Cause Kit™️ --> https://www.thrivent.com/about-us/membership/thrivent-cause-kit2. Watch for it to arrive at your doorstep3. Build solar lights or water filters using the step by step instructions4. Send it back using the prepaid return label💡 Your small effort becomes a big impact.These kits provide clean water or reliable light to families who need it most.If you haven’t ordered yours yet this year, today’s the perfect day to do it!
A week ago today, we were honored to learn more about Hope Rescued and the important work they are doing to support and restore women facing incredibly difficult circumstances. We were grateful for the opportunity to partner with their organization by assembling care bags for the women they serve. We are deeply thankful for their commitment to compassion, awareness, and community support, and for taking the time to share their powerful mission. Their work continues to make a meaningful impact. 💗#HopeRescued #CommunityImpact #WomenSupportingWomen #PurposeDriven #CompassionInAction #CommunitySupport #MakingADifference #ServiceWithHeart
Thank you to everyone who joined us for Women, Wealth, & Wisdom on Friday. We’re grateful for the meaningful conversations, shared insights, and the sense of community that filled the room. A special thank you to Hope Rescued for sharing their powerful mission and reminding us of the impact compassion, awareness, and support can have in the lives of women facing incredibly difficult circumstances. It was an honor to learn more about the important work being done to support and restore women in our communities. 💗#WomenWealthWisdom #CommunityImpact #FinancialEducation #WomenSupportingWomen #PurposeDriven #HopeRescued
Travis and Liz are feeling full after a meaningful Valentine weekend—between participating at our Women, Wealth, & Wisdom event and spending the day sharing connection through heartfelt Valentine deliveries. At Odyssey Financial, we are always grateful for conversations, community, and moments that truly matter. 💕
✨ Ladies—this Valentine’s, invest in yourself while supporting women in need! ✨Join us this Friday, February 13th for an empowering workshop focused on real world financial lessons and practical strategies for reaching your money goals.You’ll hear inspiring stories from six women who have transformed their financial lives—and learn how you can take your next steps with confidence.💬 Q&A with Financial Advisors Travis and Liz🍽️ In person lunch at our Louisville office — 12:00 PM💻 Virtual option begins at 12:15 PM👉 Register here: https://forms.office.com/r/49asD22LAwLet’s grow, give back, and celebrate each other this Valentine’s season ❤️No products will be sold. For more information, visit Thrivent.com/social. 27878 2M R11 20
✨ A Morning of Encouragement at Childplace Family Services ✨This morning, Liz Trotter and Odyssey Financial Office Professional, Dana Carroll, visited Childplace Family Services to share insights from Bob Goff, author of Love Does. Their message reminds us to rest in God’s love and step wide eyed into a life filled with meaning, engagement, and intentional faith.What a beautiful way to start the day—encouraged, inspired, and reminded of the power of love in action.If you have a small group, church family, book club, or any friends and family who would enjoy this message, there’s still time to watch on demand: https://www.thrivent.com/member-network/events/bob-goff-whimsy On demand viewing ends this Sunday, February 8.
While many people were waiting to see Punxsutawney Phil Monday morning, Financial Advisors Travis Nicks and Liz Trotter joined fellow proud and patriotic community members at the USA Cares Groundhog Breakfast. The event was filled with powerful stories and meaningful conversations—each one a reminder of the profound impact our veterans have made. We are deeply grateful to all our U.S. Veterans. Your commitment, courage, and sacrifice have not gone unnoticed. To learn more about the mission of USA Cares and how they support veterans and military families, visit their website: USA Cares - Veteran & Military Family Support System. If you feel moved to give back, you can support this important cause through our Thrivent Choice | Thrivent platform and help honor those who have given so much.
✨ Ladies—this Valentine’s, invest in yourself while supporting women in need! ✨Join us Friday, February 13th for an empowering workshop on real world financial lessons and reaching your money goals. Hear inspiring stories from six women who have transformed their financial lives—and learn how you can too.💬 Financial advisors Travis and Liz will answer your questions and offer guidance.🍽️ Lunch provided at our Louisville office (12:00 PM)💻 Virtual option starts at 12:15 PM👉 Register here: https://forms.office.com/r/49asD22LAwLet’s grow, give back, and celebrate each other this Valentine’s season! ❤️No products will be sold. For more information visit Thrivent.com/social. 27878-2M R11-20
September 2025 Market Update: Expectations for lower rates returnEconomic data from August showed that growth is slowing. Read Thrivent's September market update to learn more.
Maximizing Social Security for married couples: How it works & spousal strategies to considerDifferences in each spouse’s Social Security retirement benefits and estimated life expectancy can affect your retirement strategy. Take a look at 4 strategies you can use to help maximize your Social Security benefits as a couple. ⬇️
Just married? Now’s a great time to align on what generosity looks like for your family. Have a conversation with your loved one about how you want to give, serve and support the causes you care about—together.If you want to discuss how to integrate generosity into your financial plan, let’s schedule time to meet.See thrivent.com/social for important disclosures.
Thrivent is partnering with a company called Empathy to offer a new grief resource. Empathy offers the tools and resources to support families through the difficult experience of losing a loved one.Empathy can be accessed via app, online and over the phone. Care Managers provide personalized guidance and custom care plans for helping manage both the emotional and practical aspects of loss.Learn more about this new membership benefit: https://bit.ly/43H43Zn
Happy to share Thrivent has been named to the Fortune 500 list in 2025 for the 31st consecutive year! Honored to be part of an organization with a legacy of financial strength and stability, guided by purpose and good stewardship.