Insights

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#ThriveThursday | Thriving Starts With Truth Thriving isn’t about hype. It’s about honesty. Honesty about where you are. Honesty about what you avoided. Honesty about what needs to change. You don’t need a perfect plan—you need a real one. One that brings clarity instead of confusion. Direction instead of delay. Peace instead of pressure. Thriving doesn’t happen by accident. It happens when intention meets accountability and action. If this is the year you want your money to work with you instead of against you, let’s start now—not “someday.” 📌 See thrivent.com/social for important disclosures. #PurposeDrivenWealth #FinancialClarity #FaithAndFinance #MakeMoves
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#WisdomWednesday This is EJ — my youngest grandson. Barely six months old… but I’m already thinking about his future. This picture was taken on the day my daughter and her family were heading home after Christmas. His smile warmed my heart — but it also reminded me of something deeper. The decisions I’m making right now won’t just shape my life. They’ll shape his. And his children’s. And the generations after that. That’s what real legacy looks like. Not reacting later — but planning now. Wisdom is knowing time doesn’t wait. And LOVE prepares ahead of need. #WisdomWednesday #LegacyInMotion #GenerationalWealth #PlanWithPurpose 📌 See thrivent.com/social for important disclosures. If someone you love depends on your decisions, this is your reminder to start.
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🔥 #TruthfulTuesday — No More Talking You don’t need a new year to change—you need a new level of follow-through. 2026 won’t respond to good intentions. It will respond to disciplined movement. DM to start making moving forward. #TruthfulTuesday #ActionOverIntentions #MoveYourFeet #GrowthMindset 📌 See thrivent.com/social for important disclosures.
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#MoneyMovesMonday These are two of my grandsons — just three months apart in age. One from my son. One from my daughter. And I love them both more than words can express. But love alone wasn’t enough for me. Knowledge alone wasn’t enough either. That love — combined with understanding — pushed me to make moves that will have a lasting impact on their lives. They’re blessed to have a strong village that will love them, guide them, and help shape the men they’ll become. But they’ll also be financially prepared, because preparation is another form of love. Legacy isn’t what you hope they inherit someday. It’s what you intentionally build while you still can. #MoneyMovesMonday #LegacyInAction #GenerationalImpact #PlanWithLove 📌 See thrivent.com/social for important disclosures. Love made me care. Knowledge showed me how. Action is what will change their future. Are you ready to take action? DM me and let's talk.
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💡 #FinancialFreedomFriday Eight days ago, the calendar turned to a new year. But the truth is—the calendar turns every single day. There’s nothing magical about January 1st. Just like there’s nothing magical about today. Days will keep passing. Years will keep moving. The real question is this: 👉 Will you still be talking about what you’re going to do…or will you have actually done something? We all want freedom. But freedom has always come with responsibility. Just like when we were children—we couldn’t wait to be free from rules. But that freedom came with adult responsibility. So ask yourself: • Are you being responsible with your freedom? • Are you taking real steps today? • Or will you look back a year from now still saying, “I need to do something”? Progress doesn’t happen by wishing. It happens by deciding—and acting. 📌 Take the step. 📩 DM me and let’s start making you a responsible steward of your treasure—so future you can look back and say, “I’m glad I acted.” #FinancialFreedomFriday #FaithAndFinance #ResponsibleStewardship #LegacyMindset 📌 See thrivent.com/social for important disclosures.
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#ThriveThursday One Week In… What Changed? We’re a full week into the new year—and let’s be honest. Nothing magically changed. The only thing that changed was the calendar. So let me ask you this: What promise did you make instead of making a move? “I’m going to exercise.” “I’m going to read more.” “I’m going to save more.” And already… it’s been forgotten. Growth doesn’t come from good intentions—it comes from accountability and action. That’s where I step in. Consider me your financial accountability coach. Don’t let another week go by without a real plan to bring clarity, direction, and confidence to your finances in 2026. Hope won’t do it. Wishing won’t do it. A plan will. 📌 See thrivent.com/social for important disclosures. #MakeMoves #FinancialClarity #PurposeDrivenWealth #FaithAndFinance
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#WisdomWednesday Financial knowledge doesn’t change lives—applied knowledge does. You can read every book. Watch every video. Attend every seminar. But just like Scripture says, “Faith without works is dead,” financial wisdom without action produces nothing. Faith requires movement. Finances do too. The question isn’t what do you know? It’s what are you doing with what you know? 📌 Clarity leads to action. 📌 Action leads to progress. 📌 Progress leads to peace. If this challenged you, it was meant to. Let’s turn knowledge into movement. DM me ACTION if you’re ready to put a plan in place. #FaithAndFinances #WisdomInAction #FaithWithoutWorks #FinancialClarity #KingdomStewardship 📌 See thrivent.com/social for important disclosures.
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🔥 #TruthfulTuesday — First Tuesday of 2026 This isn’t the year for resolutions. It’s the year for moves. Resolutions make promises. Moves create progress. If God gave you clarity, the next step is obedience—not another list. #TruthfulTuesday #MakeMoves #FaithInAction #NoMoreDelays 📌 See thrivent.com/social for important disclosures.
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💡 #MoneyMovesMonday | First Monday of 2026 New year. New opportunities. New decisions. The calendar has turned, but progress starts with what you do next. This week, don’t try to fix everything—just make one intentional money move that puts you in a better position than you were yesterday. Start where you are. Use what you have. Move forward on purpose. 2026 doesn’t need perfection—it needs consistency. #MoneyMovesMonday #NewYearNewMoves #FinancialFreedom #StartStrong #Thrivent 📌 See thrivent.com/social for important disclosures.
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If you’re looking for simple ways to help reduce your taxable income, you may have more options than you realize. These 7 strategies can help you become more tax efficient over time. ➡️ https://bit.ly/3KB47mJ
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💡 #FinancialFreedomFriday | Decision Time A year ago, I was 40 pounds heavier. There was no New Year’s resolution. No big announcement. Just a decision. Not for vanity. Not for a moment. But for the long haul. I realized I want to be here for my grandchildren — for the games, the graduations, the proms, the weddings… God willing. But wanting it wasn’t enough. I had to change habits, stay consistent, and show up even when it was uncomfortable — yes, even when it’s 50 degrees outside (California cold still counts). That required change. Consistency. And showing up even when it was uncomfortable. Here’s the truth most people avoid: Nothing changes until you decide to act. That’s true for your health. And it’s true for your finances. A new year won’t fix your money. A new mindset without action won’t either. But a plan will. And the right guidance makes all the difference. You won’t fix everything overnight — but you will gain clarity, direction, and momentum. 📌 If you’re serious about your future, stop waiting. 📌 If you care about the legacy you’ll leave, act now. 👉 Book a meeting today. Let’s get clear on where you are, where you want to go, and what steps need to happen next. Your future self is waiting on the decision you make today. Let’s get 2026 started the right way. #FinancialFreedomFriday #DecisionTime #LegacyPlanning #FaithAndFinance 📌 See thrivent.com/social for important disclosures.
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✨ #WisdomWednesday | New Year’s Eve “Wisdom knows how to honor what was without being held hostage by it. As this year closes, don’t rush past the lessons. Reflect on what shaped you, release what drained you, and carry forward only what makes you wiser. The new year doesn’t just need new goals —it needs a wiser version of you.” #WisdomWednesday #YearEndReflection #FinishStrong #WalkInWisdom #NewBeginnings 📌 See thrivent.com/social for important disclosures.
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#TruthfulTuesday — End of 2025 Another year is ending. Truth: Time didn’t fail you—avoidance did. God gave you grace for growth, not excuses for delay. What you don’t confront in 2025 will follow you into 2026. #TruthfulTuesday #YearEndReflection #GrowthRequiresHonesty #FaithForward 📌 See thrivent.com/social for important disclosures.
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💡 #MoneyMovesMonday The Final Monday of 2025 This is it—the last Monday of the year. In just a few days, 2026 begins. Before you rush forward, take a moment to look back: What worked? What needs adjusting? What lessons are you carrying with you? Your final money move of 2025 isn’t about perfection—it’s about positioning. Positioning yourself to start the new year with clarity, intention, and purpose. Close this year wisely. Step into the next one ready. #MoneyMovesMonday #FinishStrong #NewYearReady #FinancialWisdom #Thrivent 📌 See thrivent.com/social for important disclosures.
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#SundaySeeds Seed of Renewal “Every sunrise is God whispering, ‘You get to begin again.’ Let today be the day you release the weight, receive His grace, and start fresh in His strength.” #SundaySeeds #NewMercies #FreshStartFaith #GraceForToday 📌 See thrivent.com/social for important disclosures.
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🎄 #FinancialFreedomFriday | Christmas Edition 🎄 As we celebrate Christmas, remember: the greatest gifts aren’t found under the tree — they’re found in peace, gratitude, and wise stewardship. Financial freedom isn’t about having more stuff…it’s about having less stress, a clear plan, and the ability to give generously. This season, choose presence over pressure. Purpose over purchases. Wisdom over impulse. May your hearts be full, your joy be deep, and your finances move one step closer to freedom. ✨ Merry Christmas ✨ #FaithAndFinance #Stewardship #ChristmasWisdom #FinancialFreedomFriday 📌 See thrivent.com/social for important disclosures.
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🎄 #WisdomWednesday Christmas Eve Reflection On Christmas Eve, wisdom invites us to pause. Before the gifts… before the noise… before the rush…Wise living remembers why this night matters. The greatest gift wasn’t wrapped—it was given. Love stepped into humanity. Hope took on flesh. And wisdom reminds us that what we build in our lives should reflect what God gave for our lives. Tonight, invest in what lasts: ✨ Faith over fear ✨ Presence over presents ✨ Legacy over impulse Because true wisdom doesn’t just celebrate Christmas—it lives like Christ showed us how. #WisdomWednesday #ChristmasEve #FaithAndWisdom #LegacyLiving 📌 See thrivent.com/social for important disclosures.
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🎄 #TruthfulTuesday — Just Before Christmas A lot of people are celebrating Christmas…but haven’t slowed down enough to encounter Christ. Truth: Jesus didn’t come to decorate our lives—He came to redeem them. #TruthfulTuesday #PrepareHimRoom #HeartCheck #FaithForward 📌 See thrivent.com/social for important disclosures.
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💡 #MoneyMovesMonday Just a few days before Christmas, here’s your reminder: Don’t let holiday spending steal your financial peace. Pause before the purchase. Stick to what you planned. Give with intention—not pressure. The best gift you can give yourself this season is clarity, control, and confidence heading into the new year. #MoneyMovesMonday #HolidayWisdom #FinancialPeace #FinishStrong 📌 See thrivent.com/social for important disclosures.
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💡 #FinancialFreedomFriday Financial freedom isn’t about never making mistakes — it’s about learning from them and choosing better going forward. If this week didn’t go as planned, don’t quit. Reset. Reassess. Refocus. Grace gives you permission to move on. Wisdom helps you move forward. One decision at a time. One day at a time. Progress is still progress. #FinancialFreedomFriday #ProgressNotPerfection #FaithAndFinance #StewardshipMatters 📌 See thrivent.com/social for important disclosures.