Purpose Driven Wealth - Thrivent

Purpose Driven Wealth - Thrivent Helping you find provision, contentment and enjoyment with money.

Thrivent financial professionals may only conduct business with residents of the states 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.

06/02/2026

One of the most overlooked risks in retirement isn’t the market.

It’s healthcare.

For many people 60+, it becomes the largest expense over time and one of the least planned for.

Medicare decisions. Pre-65 coverage gaps. And eventually… extended care.

That last phase alone can cost hundreds of thousands of dollars at a point in life where earning more isn’t an option.

The goal isn’t just to have a plan.

It’s to understand how all these decisions work together so you can make them with clarity and confidence.

Catch up with the Purpose Driven Wealth team for our events in the last quarter and our plans to connect in the next few...
05/29/2026

Catch up with the Purpose Driven Wealth team for our events in the last quarter and our plans to connect in the next few months. You can read our full newsletter on our website at the link below.

https://bit.ly/43ySYse

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05/29/2026

We put Clint and Lotem head-to-head and let the team decide.

Some of these were easy… others not so much.

Do you agree with the results?

When planning travel, it's important to start early and be thorough. Turning up at the airport without your passport is ...
05/27/2026

When planning travel, it's important to start early and be thorough. Turning up at the airport without your passport is sure to ruin anyone's vacation! Set a schedule in advance to avoid complications and enjoy your time away from home.

See thrivent.com/social for important disclosures.

This Memorial Day, we remember and honor those who gave their lives in service to our country. Wishing you a meaningful ...
05/25/2026

This Memorial Day, we remember and honor those who gave their lives in service to our country.

Wishing you a meaningful day of reflection.

Curious if your retirement savings are on track? Averages can be helpful, but they’re not the whole story. See where you...
05/22/2026

Curious if your retirement savings are on track? Averages can be helpful, but they’re not the whole story. See where you stand and explore tips for retirement savings by age. 👇

https://bit.ly/4dGh8WA

See thrivent.com/social for important disclosures.

05/20/2026

A lot of successful business owners are “wealthy” on paper… but may not be liquid.

If all of your wealth is tied up in your business, it can’t fund your lifestyle, your flexibility, or your freedom.

That’s where clarity matters.

What do you actually need in liquid, investable assets to replace your income?

Because once you know that number, you’re no longer guessing you’re working toward a target.

Whether you plan to sell your business or not, building income outside of it changes everything.

Great conversations, great questions, and a great evening in Cheyenne at our recent Will Taxes Affect Your Retirement? d...
05/18/2026

Great conversations, great questions, and a great evening in Cheyenne at our recent Will Taxes Affect Your Retirement? dinner seminar.

Danny Sonnenberg led the discussion around retirement income planning, tax considerations, and strategies to help attendees think more intentionally about their financial future.

Thank you to everyone who joined us and helped make it such a great event. We always appreciate the opportunity to connect with our community and have meaningful conversations around the topics that matter most.

If this topic got you thinking about your own retirement plan, we’d be happy to continue the conversation.



See thrivent.com/social for important disclosures.

We're stepping up for youth in foster, kinship, and adoptive families this May. Join us in Finally Home's Walkathon to s...
05/15/2026

We're stepping up for youth in foster, kinship, and adoptive families this May. Join us in Finally Home's Walkathon to support kids in our communities find the stable homes they need.

https://bit.ly/4fppDaI

See thrivent.com/social for important disclosures.

05/14/2026

“Why can’t I just earn 10% a year and be fine?”

Because retirement isn’t just about returns, it’s about timing.

If the market drops in a year you’re taking income,�you’re not just losing value… you’re locking in losses.

And even if things recover later,�your portfolio may not.

That’s the difference between growing wealth and living off of it.

Most people aren’t trying to maximize returns forever.

They’re trying to make sure they don’t run out.

Address

4184 St. Cloud Drive, Ste. 204
Loveland, CO
80538

Telephone

+19703307411

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