Josh Theisen - Thrivent

05/04/2026

Tell me about your pets. Let's find some common ground, around town in Eastern Iowa. Show off them fur babies!

04/25/2026

Common Ground Around Town with Josh.

What's your favorite movie?

03/27/2026

Is your 401(k) an asset... or a liability in retirement?

Most people don't hesitate to answer that.

Of course it's an asset - it's your money.

But here's the part that often gets overlooked:

That money hasn't been taxed yet.

Which means when you start taking withdrawals... it can impact:
• Your tax bracket
• How much income you actually keep
• How much of your Social Security is taxed

For some people, it works out fine.

For others, it creates surprises they didn't see coming.

If you've ever thought:
👉 "How will this actually play out when I start using it?"

I'm happy to walk through it with you.

Comment "401k" and I'll reply with information on how to connect.

See thrivent.com/social for important disclosures.

03/25/2026

Your tax bill doesn't retire when you do.

In fact, for a lot of people... it increases.

Not because tax rates changed - but because they didn't realize how their accounts would be taxed when they started taking income.

This is where planning matters:
• Which accounts you pull from first
• How taxes stack up over time
• How it impacts your actual income

If you've never looked at how this plays out for you, it's worth understanding.

Comment "TAX" and I'll reply with information on how to connect.

See thrivent.com/social for important disclosures.

03/23/2026

A lot of people assume there's a "right age" to claim.

There isn't.

What matters is how it fits your situation:

• Income needs
• Health
• Spouse benefits
• Other retirement income

I've seen small timing differences create 𝐥𝐚𝐫𝐠𝐞 𝐥𝐨𝐧𝐠‑𝐭𝐞𝐫𝐦 𝐠𝐚𝐩𝐬.

If you've ever thought:
👉 "When should I actually take it?"
👉 "Am I leaving money on the table?"

I'm happy to walk through it with you.

Comment "SS" and I'll reply with some ways to connect.

See thrivent.com/social for important disclosures.

02/25/2026

Life insurance - the only people who ever question the value of life insurance
are the ones deciding whether to buy it. The people left behind never question it.

Not once.

- They’re the ones who feel the impact of unpaid bills stacking up…
- Wondering if they can keep their home…
- Setting up a GoFundMe because they feel they have no other choice…
- The kids still needing support…
- The plans you made together still needing a path forward.

Life insurance isn’t about fear. It’s about providing financial security for the ones left behind when your love and presence is gone. It’s about easing the hardest days your family would ever face.

It’s about giving them time —
time to grieve,
time to adjust,
time to breathe.

If you’ve been wondering whether life insurance is “worth it,” try flipping the question:
If something happened tomorrow, would the people you love ever wish you hadn’t protected them? When you put it in that light…the answer becomes clearer.

Learn more about me and how we can connect:
https://bit.ly/4r6GH7W
Learn more about my team members here:
https://bit.ly/4rCvkWk
See thrivent.com/social for important disclosures.

02/23/2026

“I’m good — I already have a retirement account at work.” If that sounds familiar… this post is for you. A lot of people assume their employer plan is the plan.

But here’s the part no one tells you:
Your employer helps you save for retirement.
They don’t prepare you for retirement.

That’s a completely different conversation.
Because someday you’ll need to know things like:

💵 How do I actually pay myself when the paychecks stop?
💰What’s the smartest way to take Social Security for my situation?
🏦How much will taxes take out of my retirement income?
📉Will my current savings pace cover the lifestyle I want — or am I quietly underfunding my future without realizing it?
😟What happens if “living in the moment” today means “working longer than I want to” later?

Here’s the truth:
You deserve to enjoy your life now and feel confident about later — not choose between the two.

That’s where real planning comes in.
Not products.
Not pressure.
Just clarity.

If you’ve been telling yourself “I’m fine, I already have a plan,” but you’re not actually sure…it might be time for a conversation that puts your whole financial picture into focus.

No commitments. No judgment. Just the confidence you’ve been missing.

Learn more about me and how we can connect:
https://bit.ly/4avBQIi
Learn more about my team members here:
https://bit.ly/4tMcIVj
See thrivent.com/social for important disclosures.

02/20/2026

If meeting with a financial advisor feels intimidating, I get it—especially if you’re wondering: “Am I going to be sold something?”

Here’s what to expect instead:

✅ A complimentary, no‑obligation first conversation
✅ We start with goals and questions—solutions come later
✅ Think of it as an introduction, not a decision
✅ You’re in control of the pace and next steps

No pressure. No commitments. Just a chance to learn about you, answer your questions in plain language, and help you understand how we work—before we ever talk about products or specific recommendations.

If you’ve been putting this off, consider this your invitation to start with a simple conversation.

You can learn about me and how to connect here: https://bit.ly/4rsNtpj
Here's information about the great team that I work with: https://bit.ly/4kPVMcm
See thrivent.com/social for important disclosures.

Let's have a conversation about the things in your life that are important to you. Everyone deserves the opportunity to talk to a financial professional about ways to plan for their financial future. I've worked with many people in my previous jobs, that went through life without a plan, only to see...

02/18/2026

Please join me in Dubuque for this complimentary educational event at the Best Western on Dodge. Meal and drinks will be provided.

02/16/2026

Life insurance means different things to different people.

For some, it’s just enough to cover final medical bills and burial costs.

For others, it’s making sure the family can stay in the home and the kids are taken care of for a while.

And for some, it’s about doing all of that and leaving something behind for future generations.

There’s no one “right” amount — only what feels right for the people you care about and the life you want them to live.

If you’ve ever wondered whether you have the right type or amount of coverage — or if you’ve put it off because you’re not sure where to start — you’re not alone.

I’m available to help you walk through the options and find coverage that fits your goals, your family, and your budget.

Visit my website and learn how we can connect: https://bit.ly/4aAgKae
Learn about my team in Eastern Iowa: https://bit.ly/3MeqjUx

See thrivent.com/social for important disclosures.

Let's have a conversation about the things in your life that are important to you. Everyone deserves the opportunity to talk to a financial professional about ways to plan for their financial future. I've worked with many people in my previous jobs, that went through life without a plan, only to see...