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.

06/01/2026

Social Security isn’t a cliff - it’s a bridge.

People often picture Social Security like this: One day it’s there, the next day it collapses.

That’s not how it works. It’s more like a bridge that periodically gets reinforced:

• New supports added
• Traffic rules adjusted
• Weight limits changed

Even if repairs are overdue, cars don’t suddenly fall into the river.
• Payroll taxes keep funding benefits.
• Adjustments may happen.
• Income continues.

That’s why planning isn’t about guessing the future - it’s about building flexibility.

Disclosures: thrivent.com/social

Had a meeting the other day and they showed up with goodies from the one and only Whisk & Arrow 💛Honestly… it’s the litt...
05/28/2026

Had a meeting the other day and they showed up with goodies from the one and only Whisk & Arrow 💛

Honestly… it’s the little things like this that make my day!

05/27/2026

Same dollar amount. Totally different conversation.

Imagine two people, both with $300,000 saved.
One has it mostly in a 401(k).
The other has a mix of Roth, brokerage, and cash.

What changes?
• How taxes show up in retirement
• When money can be accessed
• How flexible withdrawals can be
• How retirement income is structured

Why this matters:
It’s not just how much you’ve saved... it’s where it lives.

Do you know what types of accounts your retirement savings sit in today?

See thrivent.com/social for important disclosures.

05/25/2026

If you’re 55 with $250k in a rollover IRA, you’re basically holding a “future income toolbox.”

Some people explore growth-focused approaches, others explore income-focused approaches, and many do a blend.

Would you want more focus on growth or income?

See thrivent.com/social for important disclosures.

05/21/2026

Let’s say you’re 55 years old with about $500,000 saved for retirement.

Some of that money is in a 401(k).
Some is in a brokerage account.
You’d like to retire in your early 60s, but you’re not sure what “enough” actually means.

Options people often consider:
• Keeping everything invested for growth and planning withdrawals later
• Shifting some money toward income-focused strategies
• Creating a “bridge” plan between retirement and Social Security
• Doing nothing for now and revisiting closer to retirement (very common!)

None of these are “right” or “wrong.”
They just serve different priorities -- growth, income, flexibility, or peace of mind.

If this were you, what would matter most right now:
• growing your money
• reducing risk
• creating future income
• or flexibility?

See thrivent.com/social for important disclosures.

I got to meet Amelia Earhart the other week.Okay… not THE Amelia Earhart everyone immediately thinks of.. but honestly, ...
05/21/2026

I got to meet Amelia Earhart the other week.

Okay… not THE Amelia Earhart everyone immediately thinks of.. but honestly, Amelia Rose Earhart is pretty incredible in her own right.

At this year’s Thrivent Member Celebration at the EAA Aviation Museum in Oshkosh, she shared her story about becoming a pilot, flying around the world, and navigating the turbulence that comes with chasing big goals and living a meaningful life. She was funny, relatable, down-to-earth, and one of those speakers who keeps your attention the entire time because you can actually connect with what she’s saying.

One thing she said that really stuck with me:
“The only plane that never experiences turbulence is the one that stays locked up in the hangar.” Honestly… that one landed (plane pun - sorry, not sorry!

She talked about “360-degree thinking,” understanding what lifts you versus what drags you down, and surrounding yourself with the right “air traffic controllers” in life. But my favorite takeaway was her reminder to be a tailwind for people instead of a headwind - to be the kind of person who helps move others forward instead of making the journey harder.

Huge appreciation to our Thrivent Member Network - Wisconsin Upper Michigan Region team for putting together such a phenomenal evening for our members and guests. Full house, amazing conversations, incredible tours through the museum, and just an overall genuinely good night with great people. The kind of night that reminds you how important it is to have good people flying alongside you.

05/20/2026

People have been saying Social Security will be ‘gone’ for generations.

Here’s a quiet truth that doesn’t make headlines:

Every generation has worried Social Security would run out before they retired.
• In the 1980s, people were told Social Security wouldn’t survive
• Congress changed the rules
• Benefits kept coming

Social Security has been adjusted many times over its 90‑year history - retirement ages, taxes, formulas, COLAs.

What it has never done: vanish.

The real risk isn’t that Social Security disappears.

It’s planning as if the system will never change at all.

Smart planning assumes evolution - not extinction.

Disclosures: thrivent.com/social

05/19/2026

Here's a "hidden inflation" story most people don't connect - aluminum.

When aluminum costs rise, it can show up in every day items (from cans to cars) because it's a major input for packaging and manufacturing.

That's why sometimes prices rise in places that feel random.. it's actually the supply chain talking.

See thrivent.com/social for important disclosures.

05/18/2026

Retirement planning isn't just "How much do I have?" It's "How do I turn what I have into income I can actually live on?"

If you're within ~10 years of retirement, a helpful exercise is mapping out:
• Guaranteed Income (Social Security; Pension)
• Flexible Income (Savings; Investment)
• Lifestyle Goals (What you want retirement to feel like)

Clarity here often brings confidence later.

See thrivent.com/social for important disclosures.

Grateful today, and every day, for those who serve and the families who stand beside them. Thank you for your commitment...
05/16/2026

Grateful today, and every day, for those who serve and the families who stand beside them.

Thank you for your commitment, your courage, and your sacrifices.

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