Jake Owens - Thrivent

09/22/2026

Your finances don’t exist in separate buckets.

Let's create a thoughtful financial plan to help you see how all the pieces work together.

See thrivent.com/social for important disclosures.

09/21/2026

You don’t need all the answers before you start your financial planning journey.

Sometimes, the first step is simply talking through what matters most.

Let's connect, zero in on your goals and start financial planning to help you reach them.

See thrivent.com/social for important disclosures.

09/13/2026

Income, taxes, Social Security and withdrawal decisions all play a role in retirement. Understanding how these factors connect can help you feel more confident about what you can spend—and how long your money may last.

Before required minimum distributions begin, discover how your savings can turn into income to help you make the most of what you've worked hard to build. ⬇️

Discover how to help your savings go the distance, support your future health and care needs, and give you more freedom in retirement.

09/11/2026

Between ages 60 and 63, you may have an exclusive opportunity to contribute more to your retirement through the super catch-up provision. This means you can:

• See if you qualify and how much extra you may be eligible to contribute.
• Understand the factors that may influence this decision.
• Evaluate if contributing more—or another strategy—makes the most sense for your goals.

Learn more about how this limited-time option could help you make the most of your retirement savings if this option is available to you. ⬇️

Discover how to help your savings go the distance, support your future health and care needs, and give you more freedom in retirement.

09/09/2026

Does it feel like every financial goal is competing for the same dollars? This guide offers 7 ways to prioritize your money and make progress toward what matters most. ⬇️

Let’s talk about what’s competing for your attention and how we can build a financial plan to address it.

For Millennials in particular, learning how to set financial goals can help reduce stress and make dreams like a first home or saving for retirement possible.

09/07/2026

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

09/05/2026

Legacy planning doesn't have to be stressful. With the right tools and timely strategies, you can stay true to your vision and help your loved ones feel prepared.

Here are a few key things to keep in mind:
• The amount you can pass on without federal estate or gift tax is $15 million per person—or $30 million for married couples in 2026. These higher limits give families more flexibility and room to plan for the future.
• Preparing your wealth transfer priorities today can make a meaningful difference. Name beneficiaries, establish a will and consider trusts.
• Gifting can also play a role. Many people give annually to take advantage of the gift tax exclusion—up to $19,000 per person in 2026 without triggering gift tax.

A thoughtful approach can help more of what you’ve built reach the people and causes you care about. ➡️ https://bit.ly/4hpRIzN

09/04/2026

Your business depends on the people who help it thrive every day. Key person life insurance can help protect your company from the financial impact of losing a critical team member. Discover how it can help safeguard your business and support continuity when it matters most: https://bit.ly/4eXRvkE

09/02/2026

Inflation can sneak up fast, affecting how far your money can go each day. Many people are already feeling the impact of higher prices. Learn how to prepare and take steps to help your money stretch further in retirement. 👇

Worried your retirement investments and accounts won't keep up with inflation? Get tips—including steps on how to hedge your investments—to help offset its effects.

08/31/2026

Help prepare for retirement with confidence by getting a locked-in interest rate for the guarantee period you choose—either 3, 5, 7 or 9 years—with a Thrivent Multi-Year Guarantee Annuity™️.

This single premium fixed deferred annuity offers:
• Dependable interest
• Tax-deferred earnings
• Protection from market risk

Contact me today if you want to discuss if this is right for you.

For additional interest rates and other important information: https://bit.ly/4fFumVI

See thrivent.com/social for important disclosures.