Nate Schmoll - Thrivent Financial

05/29/2026

Understanding how dividends, interest and capital gains are taxed can help you make smarter investment decisions. Get the basics here. ⬇️

Taxes may not be the most exciting aspect of investing, but it's important to understand the basics of how they impact your investment income.

05/27/2026

Investing for retirement can feel overwhelming. No matter where you are on your journey, the key is to be consistent and stick with it. A strong retirement investment strategy includes:​

✔️ Portfolio diversification​
✔️ Understanding your risk tolerance and adjusting over time​
✔️ Investing in tax-advantaged accounts like IRAs and 401(k)s​

Learn more about investing for retirement. ⬇️

Investing for retirement takes planning, but it doesn't have to be complex. Lay the foundation by learning the basic strategies, investment types and tax-advantaged accounts.

05/22/2026

Why consider waiting to claim Social Security?​

Waiting is essentially like buying more inflation-protected lifetime income, says Dr. Michael Finke, Professor and Frank M. Engle Chair of Retirement Security, The American College of Financial Services.​

In a conversation with Bjorn Larson, Thrivent’s Director of Financial Education, Dr. Finke shared how delaying your Social Security claim could meaningfully boost your long-term financial security.​

Watch more of their conversation here: https://bit.ly/4dhtRQk

05/20/2026

During an interview, Bjorn Larson, Thrivent’s Director of Financial Education, sat down with retirement experts David Blanchett and Dr. Michael Finke to answer the question: 'What's the advantage of goal-based retirement planning?'​

The answer: It allows you to do more with your money.​

Goal-based retirement planning isn't just about reaching a specific number on a screen or having a certain portfolio makeup. It's about honing in on the goals you have for retirement and tailoring your financial plan to help you meet them.​

Watch Bjorn's full conversation with David and Michael here: https://bit.ly/4dhtRQk

05/18/2026

What happens when you don’t have income protection and a sudden illness or injury prevents you from working? Here are some key facts to know about disability income insurance and how it can benefit you: https://bit.ly/44L4CSw

05/15/2026

Your income supports your family—what happens if it stops? Disability income insurance can provide a safety net during difficult times.

Together, we can discuss how adding coverage can fit into your current financial plan.

When you rely on your income to support your family, it's difficult to envision life without it. But the unexpected can happen, and planning for a time without a paycheck can help you prepare for whatever life has in store.

05/13/2026

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.

05/08/2026

Wondering if disability income insurance is something you need? This resource contains commonly asked questions so you can decide what is right for you. ⬇️

Many people think they don't need disability insurance beyond the basic coverage offered by their employer. But it's a safeguard that can protect your family's finances when you need it most.

05/06/2026

Unsure if you need supplemental disability insurance? Disability insurance through your employer only covers a portion of your salary, leaving a gap in financial support for your family, if you're unable to work for an extended period of time. Let's connect if you'd like to add an additional layer of income protection.

No one plans to get sick or injured to the point where they cannot work—but it happens. And while many employers offer short- and long-term disability coverage to provide financial assistance during a period of disability, these benefits typically only cover a percentage of your income, not the…

05/04/2026

Is now the time to rebalance your portfolio? Over time, market shifts can expose you to more risk than you intended. Rebalancing is usually necessary on a periodic basis to help restore your portfolio to your target allocations. Here are 3 reasons why it may be time to rebalance. 👇

Keeping your investments on track isn’t a set-it-and-forget-it process. Over time, market shifts can throw off your portfolio’s balance, exposing you to more risk than you intended. Learn how portfolio rebalancing helps realign your investments with your goals and may keep your strategy on cours...