Pat McGarry - Thrivent

Pat McGarry - Thrivent For over 100 years, Thrivent has been helping people make the most of all they’ve been given. Follow me to learn more.

Today, we’re a Fortune 500 company, offering a full range of financial solutions and serving over 2 million clients. 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.

05/21/2024

❌ ETF's don't answer your financial questions.
❌ Insurance Policies don't answer your financial questions.
❌ 401k's don't answer your financial questions.

✅ But the right financial team can.

→ Financial Advisor
→ Estate Attorney
→ Insurance Professional
→ CPA

With the help of our network of professionals, here are a few questions we've answered for our clients recently 👇

🗣️ How can I afford to pay for my husband’s memory care?
🗣️ I’m moving to another state—can I afford to stop working or should I get another job?
🗣️ I got a letter in the mail from [ABC Financial], what does this mean?
🗣️ What do I need to do with my trust if my trustee has passed away?
🗣️ Can I afford to take risk in my IRA?


Disclosures: Thrivent.com/social

If taxes are a topic you avoid, this event is for you. Join me next week for our free workshop, Keeping the Tax Man Away...
05/17/2024

If taxes are a topic you avoid, this event is for you. Join me next week for our free workshop, Keeping the Tax Man Away with expert Debbie Taylor.

Learn more and sign up:
*In-Person event. Otter Creek Church – West End, 3534 West End Avenue Nashville, TN bit.ly/DT24FWNash
OR Livestream: bit.ly/DTLive24

No products will be sold. Speaker is not affiliated with Thrivent. Views are their own. See thrivent.com/social for additional disclosures.

05/15/2024

A few questions my clients have asked recently 👇

→ Should we take out a loan on our retirement home or pay it off with our investments?
→ What’s the tax impact of taking money out of an annuity?
→ How often should we be meeting?
→ If I’m still working at 65 should I go on Medicare or stay on my employer plan?
→ Do I need to keep adding money to this life insurance?

These are the kind of questions we answer for our clients every day.

What questions can we answer for your family?


Disclosures: Thrivent.com/social

The Thrivent Member Network – South region invites you to “Keeping the Tax Man Away” with Debbie Taylor.No matter your t...
05/14/2024

The Thrivent Member Network – South region invites you to “Keeping the Tax Man Away” with Debbie Taylor.

No matter your tax bracket, there are steps you can take now to help minimize the taxes you'll owe in retirement. If you file your taxes in the spring and forget about it the rest of the year, you could be missing out.

If taxes are a topic you avoid, this event is for you.

Join us May 21 virtually or in person in Nashville.

Register today: https://bit.ly/SouthTMNRegionEvents

No products will be sold at this event. Speaker is not affiliated with Thrivent. Views are their own. See thrivent.com/social for additional disclosures.

05/10/2024

My favorite part of this business is listening to my clients' financial questions.

Here are a few of my favorite recently 👇

Should I use the cash in my brokerage account to pay off my mortgage or just invest it?
Will the Veterans Administration pay for my husband’s care?
What Medicare supplemental plans do I need to look at when I turn 65?
Should I rollover my IRA into my new company’s plan?
What happens at the end of our financial plan year?

If you'd like a team to help you answer questions like these, reach out to me today!

I would be honored to help you in any way I can.


Disclosures: Thrivent.com/social

04/15/2024

Tax refunds aren't bonuses.

They're interest-free loans to the government.

Blue is our 13 yr old Treeing Walker Coonhound that we adopted 3 yrs ago.He made it to our office wall next to me a few ...
03/28/2024

Blue is our 13 yr old Treeing Walker Coonhound that we adopted 3 yrs ago.

He made it to our office wall next to me a few years ago.

Important Update! Blue’s new values:

🐾 Sleeping
🐾 Eating Croissants
🐾 Supervising the Kitchen

03/25/2024

I have clients that...

📈 Love the stock market
📉 Don’t believe in the stock market

✅ Want to take advantage of every strategy out there
😓 Can’t stand to keep track of another account, property or document

💰 Will inherit a lot of money from their parents
💸 Are providing for their parents

💵 Have steady, predictable income
🤝 Are business owners or salespeople

"Just buy Index Funds! Rental Properties! Dividend Stocks!" 🗣️
↳ That doesn't solve their financial problems. But Financial planning can.

→ People have different problems that require different solutions.
→ Rules of thumb & internet research can only go so far.


Disclosures: Thrivent .com/social

03/07/2024

Some of my favorite client questions this week 🤔

→ What’s the smartest thing to do with our inheritance?
→ Can we afford to do these home improvements?
→ How can we turn our office space into a rental?
→ What do we do if something happens to my business partner?
→ How can I make sure my special needs child is taken care of if we can’t?
→ Where should I store cash to get more interest?
→ Is there anything I can do in case (spouse) can’t work?
→ What’s the best health insurance plan to go on as small business owners?
→ We have term policies, should we look at permanent?
→ What happens at the end of the term?


Disclosures: Thrivent .com/social

02/29/2024

Some client questions I've gotten in the last week 👇

→ How can I protect my special needs trust if I need extended care?
→ Should I keep these life insurance policies?
→ Do I need to be invested in the market?
→ Which IRA should I take my RMD from?
→ I just turned 73 last year, am I late on my RMDs?
→ After you deliver this financial plan, what happens?
→ What happens to my life insurance if I leave the company?
→ Can you help me plan for what what happens if I’m no longer here?
→ Are you a fiduciary?


Disclosures: Thrivent .com/social

02/19/2024

If I anticipate these in my financial future👇

💵 Increasing income
🏛️ Steady or rising tax rates
📈 Long-term market growth

I'd go all-in on Roth options for now:

💰 Roth IRAs
💼 Roth Employer Plans
➡️ Roth Conversions


Disclosures: Thrivent .com/social Not everyone's situation is the same. I'd love to connect and find out where you are at in your financial journey."

02/16/2024

🗣️ "I make too much to contribute to a Roth IRA"

If this is you...

Here are 4 ways to get money growing tax-free in Roth accounts (even if you are above the income limits for contributing directly):

🚪 1. Backdoor Roth IRAs
💼 2. Roth 401(k)
🔄 3. Roth Conversions
💰 4. Mega-backdoor Roth

Disclosures: Thrivent .com/social

Address

4900 Centennial Boulevard Suite 204
Nashville, TN
37209

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+16158158231

Website

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