Brian Macho - Thrivent Financial

05/27/2026

👉 “My kids will figure it out after I’m gone.”

This is a common sentiment—and one of the most avoidable estate planning mistakes.

A thoughtful estate plan goes beyond distributing your assets. It allows you to clearly communicate your wishes, name trusted decision-makers and ease the emotional and financial burden on the people you love.

If you have questions or need help getting started, please get in touch.

See thrivent.com/social for important disclosures.

05/21/2026

Resist relying on guesswork when understanding a school’s price. Instead, consider the full scope of a selection’s cost, including tuition, housing, meals, books, transportation and personal expenses. Then compare this number against your projected aid and savings to see the real gaps. If the process feels daunting, remember we are here to help. Together, we can review your options and identify the schools that fit best with your unique situation.

See thrivent.com/social for important disclosures.

05/18/2026

Including a donation in your will or estate plan can help you make a lasting difference for the causes you care about. From designating a nonprofit as a beneficiary to making a bequest or establishing a trust, there are a variety of flexible ways to give—and potential tax benefits too.

Explore your options for donating through your will: https://bit.ly/4nkZ47d

05/15/2026

Your business might be your biggest asset-but it shouldn't be your only one.

Personal and business finances often overlap, but relying solely on the sale of your business to fund your future can be risky.

As a business owner, you should consider:
✅ Contributing to a tax-advantaged retirement account
✅ Diversifying your investments beyond the business
✅ Aligning your personal and business financial goals
✅ Working with a financial advisor to address liquidity and liability

Ready to get started? Let's create your retirement strategy together.

See thrivent.com/social for important disclosures.

05/12/2026

Which one of the following tools have you used to help add predictability to your portfolio during periods of market uncertainty?

1. Certificate of deposit (CD)
2. High-yield savings account
3. Multi-Year Guarantee Annuity (MYGA)

If you’ve never heard of a MYGA before, you’re not alone. Let’s explore what it is and how it might work for you.

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When you're looking for investment solutions that offer stability and security—especially in an uncertain market—your options aren't just limited to CDs and high-yield savings accounts in retirement.

04/05/2026

Happy Easter to you and your family! Hope your day is filled with celebration and special moments.

04/03/2026

Charitable giving is one of the most powerful ways to live your values, support your community and create a lasting legacy.

To make the most of your generosity, consider a strategy called charitable bunching. By grouping multiple years of donations into a single tax year, you may be able to increase your deductions—while still supporting the causes you love every year.

Explore whether charitable bunching is right for you: https://bit.ly/43xqhw6

Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional.

03/31/2026

Building a business often means sacrificing your time, energy—and even your financial security—to bring your vision to life. That's why personal financial planning is so important, especially early on.

Early-stage entrepreneurs may face:
✅ Unpredictable income
✅ Tax complexity
✅ Blurred lines between personal and business finances
✅ High debt levels
✅ Difficulty saving for the future

A thoughtful plan can help protect what you're building and support your long-term goals. Not sure where to start? Let's talk. Together, we can create a financial plan that helps you grow your business with confidence.

See thrivent.com/social for important disclosures.

03/26/2026

When you're focused on running your company, retirement can feel like a distant concern. But your business exit isn't just a transaction. It's a major life milestone that impacts your legacy, your finances and your next chapter.

Whether you're thinking of selling your business or transferring ownership, the structure of your exit will shape your future outcomes. And the earlier you start planning, the more choices you'll have.

If you're thinking about your transition strategy, let's connect and walk through your options-step by step.

See thrivent.com/social for important disclosures.

03/23/2026

Retirement can feel like a seismic shift for business owners—especially when your identity has been closely tied to your work. You've poured years of time and energy into building a business, and you may not be sure what comes next.

If you're feeling overwhelmed, here's one way to prepare: Spend time reflecting on your retirement goals across three key areas—lifestyle, opportunity and legacy. This simple exercise can help provide clarity and confidence as you plan your next chapter.

Are you thinking about retirement? Let's connect to create a personalized financial plan that aligns with your goals, values and aspirations.

See thrivent.com/social for important disclosures.