Dustin Allen - Thrivent

10/12/2026

Leaving a legacy is about more than just money or a will—it’s the values and impact you want to pass on. . . . . . .

A conversation I like to have with my clients is the wisdom principle:
Never pass wealth without passing wisdom.

Wisdom may create wealth, but it does not guarantee wisdom.

Here’s how to get intentional:
- Talk with loved ones about what matters most to you (charity, faith, education, or traditions).
- Put plans in writing. A simple update to your will or beneficiary forms keeps things clear and prevents confusion later.
- Involve your family. Invite them into decisions—maybe a family volunteer day or choosing a cause together.

Meaningful legacies don’t happen by accident—they’re built on small, intentional steps today.

What’s one value you hope to pass on?



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10/08/2026

There comes a time when you graduate Dave Ramsey. . . . . . .

When you know how to save & you’re living debt-free, how do you know what’s next?

The Every Dollar Budget isn’t what you need.
Paying down your mortgage isn’t your answer.

YOU NEED A NEW SET OF RULES AND PLANS.

The biggest thing is shifting your mindset around money.

Without a clear and abundant vision for the future—and a new enemy (taxes)—it’s just spinning our wheels.

Here’s a start:
>Shift from scarcity to abundance<
>Dream of the vision you have for your family<
>Reverse engineer goals with savings rates<
>Pick the tools to help you get there<
>Your new enemy is TAXES<
>Create an estate plan<

Life is about more than tackling debt and pinching pennies.
If you’re ready to take a step beyond that, let’s talk.

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10/05/2026

Do you regularly donate to a local church, nonprofit, or charity?
If so, this post is for YOU! . . . . . .
Here are some ways to maximize a donor-advised fund 👇

1️⃣ Give appreciated securities
→ Give shares held for > 1 year in a brokerage account that are in the green to eliminate the capital gains tax liability.

2️⃣ Stop giving money out of pocket
→ Drain the donor-advised fund on purpose.

3️⃣ Invest the DAF & the difference
→ Invest the money inside of the Donor-Advised Fund AND invest what would have been given monthly into a taxable brokerage account.

4️⃣ Refill when empty
→ Give more shares from taxable brokerage account once the DAF is depleted.

5️⃣ Fund it in a high tax year
→ To offset taxes when selling a business, performing a Roth conversion or during an outlier income year.

6️⃣ Go Big or Go Home
→ Fund as many years as possible while still maintaining liquidity, because gifts are irrevocable.

Disclosures: Thrivent.com/social
This post is meant to be educational, not to be a recommendation. 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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09/22/2026

Helping you carry what matters most. . . . . . .

My daughter (3 years old at the time) looked at my Thrivent shirt and said, “it’s people helping the heart.”

That blew my mind....

She interpreted the message of a corporate marketing design without even knowing what she was really saying.


I realized she was absolutely right. That is exactly what I do as a financial advisor.
I come alongside my clients and help them carry what they hold most dear. Yes, it involves money; but I mean what really drives them: their hopes, dreams, families, businesses, generosity, retirement, grandkids, etc. I help individuals carry what is in their hearts.


If you want to know what that could look like for you, let’s talk.



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09/10/2026

I saw this recommendation recently and wanted to get your thoughts:

50/30/20 budget:

50% Needs:
-Housing
-Utilities
-Insurance
-Groceries
-Healthcare
-Transportation
-Personal Care

30% Wants:
-Amusement
-Shopping
-Dining Out
-Subscriptions

20% Savings:
-Retirement
-Emergencies
-Investing
-Debt Pay-off


I’m interested to hear your thoughts.
What’s missing? What would you add? Anything you would remove?

Please don’t take this post as a suggestion. Budgets are personal. Be sure to talk with your advisor before locking in your percentages.


If you don’t have an advisor or want a second opinion, let’s talk.

Disclosures
thrivent.com/social

09/09/2026

DFW Friends, we are TWO weeks away from this highly anticipated FREE dinner/workshop!
You do NOT want to miss it, so reserve your spots now before the room is full!

Join Dustin Allen and Erik Almquist for dinner and this informational presentation. There’s a shift in your mindset when you switch from saving and investing all those years to spending that money – and paying taxes on it. There are many options if your goal is to grow, spend and give more of your wealth. But it takes planning. Join us for our workshop on the Five Phases of an IRA to discover:

• How the 5 phases of an IRA relate to stages of your retirement.

• How time can have a great impact on tax-deferred retirement accounts.

• Strategies for reducing the taxes you and your heirs could pay.

No products will be sold. 27764-13M N1-24

For additional important disclosures see Thrivent.com/social.

09/07/2026

Wishing you and your loved ones a safe and relaxing Labor Day.

08/31/2026

How to Grow Wealth: A Biblical Perspective

As a financial advisor at Thrivent, I often emphasize the power of discipline over time. Not only is this a simple yet profound concept that can significantly impact your financial future, but it is also a Biblical principle that we see throughout the Scriptures.

The Bible speaks to the wisdom of prudent financial management in many places. One place it is mentioned is Proverbs 13:11 which says, "Dishonest money dwindles away, but whoever gathers money little by little makes it grow." This points to steady, consistent growth over time.

Practical Steps:

Start Early: The sooner you invest, the more time your money has to grow.

Be Consistent: Regular contributions can lead to substantial growth.

Stay Patient: Compound interest rewards those who stay the course.

Let's connect and discuss how you can harness the power of consistent discipline + compound interest to secure your financial future, guided by timeless biblical principles.





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08/27/2026

Is your portfolio diversified? Having a mix of investments can help you manage risk, reduce volatility and build a reliable foundation for your long-term financial goals. Here are 4 primary components to help you diversify. ⬇️

As you manage your investments, you may have heard that it's a good idea to diversify your portfolio—or have a mix of assets. The idea is to avoid putting all of your eggs in one basket.

08/27/2026

DFW Friends, SAVE THE DATE! Wed. 9/23 - 6:00-8:00p

Discover how the 5 phases of an IRA relate to your retirement—and learn strategies for reducing the taxes you and your heirs could pay.

Join Dustin Allen and Erik Almquist for dinner and this informational presentation. There’s a shift in your mindset when you switch from saving and investing all those years to spending that money – and paying taxes on it. There are many options if your goal is to grow, spend and give more of your wealth. But it takes planning. Join us for our workshop on the Five Phases of an IRA to discover:

• How the 5 phases of an IRA relate to stages of your retirement.

• How time can have a great impact on tax-deferred retirement accounts.

• Strategies for reducing the taxes you and your heirs could pay.

No products will be sold. 27764-13M N1-24

For additional important disclosures see Thrivent.com/social.

Register Here:
https://bit.ly/4gx2Zwa