Merritt Jezwinski - Thrivent

Merritt Jezwinski - Thrivent For over 100 years, Thrivent has been helping people make the most of all they’ve been given. Follow me to learn more.

Today, we’re a Fortune 500 company, offering a full range of financial solutions and serving over 2 million clients. Thrivent financial professionals may only conduct business with residents of the state and/or jurisdictions in which they are licensed. For licensing and practice information, click the website link in the additional contact information section above. For Thrivent privacy policy, social media guidelines, and important disclosure information visit Thrivent.com/privacyandsocial.

09/02/2026

Things We Spend Money On That Would Confuse Our Grandparents:

‣ A monthly fee to listen to music.

‣ A monthly fee to watch TV.

‣ A monthly fee to store photos.

‣ A monthly fee to talk to strangers online.

‣ A monthly fee to have groceries delivered.

‣ A monthly fee to track our exercise.

Honestly, if you explained 2026 to someone in 1976, they'd think we were getting scammed.

See thrivent.com/social for important disclosures.

08/27/2026

Forget net worth.

I have a better measure.

You're Wisconsin wealthy if:

‣ You own at least one cooler for no apparent reason

‣ There's venison in your freezer

‣ You know somebody with a pontoon

‣ Your lawn equipment is worth more than your first car

‣ You own a sweatshirt from an event that no longer exists

How many boxes do you check?

08/25/2026

Your kids probably don't want your stuff.

They want something else.

When people talk about legacy, they often think about money.

But after meeting with families for years, I've learned something.

The conversations are rarely about money.

Families remember:

• Time together
• Traditions
• Stories
• Values
• Lessons
• Financial planning matters.

Estate planning matters.

But don't forget that some of the most valuable things you'll leave behind won't be listed anywhere in your will.

See thrivent.com/social for important disclosures.

08/24/2026

What's something retired people do that younger you swore you'd never do?

• Early bird dinners
• Talking about the weather
• Gardening
• Watching birds

Wondering how to make your retirement savings last?Join us at OSLC (Our Saviour's Lutheran Church) Appleton, WI for a sp...
08/23/2026

Wondering how to make your retirement savings last?

Join us at OSLC (Our Saviour's Lutheran Church) Appleton, WI for a special retirement planning watch party featuring nationally recognized retirement experts David Blanchett and Michael Finke.

From Savings to Security: Making Your Money Last in Retirement

Monday, September 15, 2026
11:45 AM - 1:00 PM
Presentation begins at 12:00 PM
Lunch provided

Learn practical strategies to:
• Turn savings into reliable retirement income
• Protect your lifestyle through changing markets
• Gain confidence in your retirement future
• Make informed decisions about your financial resources

Whether you're already retired or preparing for retirement, this workshop will provide valuable insights to help you move forward with confidence.

Location: Our Saviour's Lutheran Church | Appleton

Reserve your spot today! Email: [email protected]

See thrivent.com/social for important disclosures.

08/22/2026

Here's a question nobody likes being asked:

If something happened to you tomorrow...

Would your spouse know what to do?

Would they know:

• where your accounts are?
• who your advisor is?
• how to access passwords?
• what insurance you own?
• what your wishes are?

Most people assume their spouse knows.

Many are surprised to learn they don't.

One of the greatest gifts you can leave your family isn't money.

It's clarity.

See thrivent.com/social for important disclosures.

08/20/2026

What if the biggest risk isn't making a bad decision?

What if it's making no decision?

People spend months shopping for a TV.

Weeks planning a vacation.

Hours researching a lawn mower.

Then spend years putting off decisions about:

• retirement
• insurance
• estate planning
• long-term care
•investing

Not because they don't care.

Because they're afraid of making the wrong choice.

The challenge is that doing nothing is still a choice.

And often it becomes the most expensive one.

See thrivent.com/social for important disclosures.

08/19/2026

"The Financial Junk Drawer"

Everybody has one.

A kitchen drawer full of random stuff.

Batteries. Pens. Coupons from 2019. Three different tape measures.

Most people have a financial junk drawer too.

A 401(k) from a former employer. A forgotten HSA. A savings account at a bank they haven't visited in years. An old life insurance policy. A brokerage account they haven't looked at in forever.

Individually, none of those seem like a big deal.

But collectively?

They're often costing people clarity.

One of the most satisfying things in financial planning is cleaning up the financial junk drawer.

What's the oldest financial account you still have open?



See thrivent.com/social for important disclosures.

08/17/2026

Do you know exactly what benefits you have through work?

Not generally.

Exactly.

Most people can tell me:

✅ where they work

✅ what they earn

✅ their vacation policy

But many can't explain:

❌ their group life insurance

❌ disability coverage

❌ retirement match

❌ HSA options

❌ beneficiary designations

One of the easiest ways to improve your financial situation is simply understanding benefits you already have.

You might be paying for things you already own.

Or missing opportunities sitting right in front of you.

See thrivent.com/social for important disclosures.

08/15/2026

"My Favorite Client Question"

One of my favorite questions to ask is:

"What keeps you up at night financially?"

The answers are rarely what you'd expect.

It's usually not stock market performance.

It's:

• Taking care of aging parents
• Running out of money in retirement
• Helping children without becoming a burden
• Healthcare costs
• Whether they're "doing enough"

Financial planning isn't really about numbers.

It's about reducing uncertainty.



See thrivent.com/social for important disclosures.

Address

4321 N Ballard Road
Appleton, WI
54913

Opening Hours

Monday 7am - 7:30pm
Tuesday 7am - 7pm
Wednesday 7am - 7pm
Thursday 7am - 7pm
Friday 7am - 7pm

Telephone

+19208101262

Website

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