Jake Owens - Thrivent

05/31/2026

A balanced financial plan keeps long-term security in view while you prepare for near-term education costs. It doesn’t have to be “either/or”—it’s about prioritizing and sequencing. Contact I today if you'd like help mapping your goals and timeline.

See thrivent.com/social for important disclosures.

05/29/2026

Sometimes the direction you're going matters more than how quickly you get there.​​

As author and financial expert Sahil Bloom pointed out in an interview with Bjorn Larson, Thrivent's Director of Financial Education, knowing what your real priorities are in life makes all the difference in your financial plan.​ When clear priorities guide your financial decisions, you can pursue your goals more efficiently.​

Watch the full interview with Sahil to unlock helpful ways to set your goals and use money as a tool for purpose and happiness: https://bit.ly/3RPjcE5

See thrivent.com/social for important disclosures.

05/27/2026

Let's pursue your financial goals, together. I can help you get started by providing insight on three important steps to establishing a financial plan:

1. Identify where you are.
2. Define financial success so you can outline your goals.
3. Uncover some events that might move you further away from your goals.

Learn more about what makes up a solid financial plan and the process for creating your own. ⬇️

Taking the time to create a financial plan offers a roadmap for reaching your financial goals—emotional and financial. Learn how a financial plan helps organize income, savings, investments and insurance to balance your priorities for the future.

05/25/2026

To all who served and sacrificed for our freedom, thank you.

05/23/2026

What does financial alignment truly look like in a relationship?

During an interview, Bjorn Larson, Thrivent’s Director of Financial Education, sat down with Ericka Young, author and financial educator, to discuss how couples can move forward with confidence. One insight stood out: alignment is about committing shared goals and moving in the same direction, not thinking exactly the same. Watch the full episode here: https://bit.ly/4kZezCb

05/21/2026

Working with a financial advisor can help strengthen your investing strategy. Together, we can discuss ways you can invest to help reach your financial goals and hedge against volatile market conditions.​

See thrivent.com/social for important disclosures.

05/19/2026

It's never too late to start investing. Whether you're nearing retirement or just beginning to plan, here are some questions to get you started:​

1️⃣ What are you investing for?​
2️⃣ What is your time horizon?​
3️⃣ What is your risk tolerance?​

If you’re looking for a professional to help you with your investing strategy, let’s talk.​

See thrivent.com/social for important disclosures.

05/16/2026

Wondering what types of investments you should make? Learn more about the different options available and then let’s connect and discuss which ones may be right for you.

Today, potential paths for investors range widely—traditional investments like mutual funds sit arm in arm with alternative investments such as non-fungible tokens (NFTs) and cryptocurrency. However, investments boil down to four main types: real estate, stocks, bonds and mutual funds.

05/14/2026

Thrivent's May Market Update breaks down what’s driving recent volatility, how stocks and bonds are responding, and why staying diversified and focused on fundamentals remains important.

Moderating growth, steady inflation and ongoing global uncertainty are shaping our outlook.

05/12/2026

Directing Choice Dollars®️ is such an easy way to help a nonprofit you care about. Choice Dollars give clients with membership a say in where Thrivent distributes millions in grant funding each year, so we can support the things that matter most. And I'm happy to report that the Thrivent Choice®️ program just got an upgrade, so it’s simpler than ever and available to all members.

Give it a try and let me know which org you supported!

See thrivent.com/social for important disclosures.