Liam O'Callaghan - Thrivent

06/03/2026

Let's pursue your financial goals, together. I can help you get started by providing insight on three important steps to establishing a financial plan:

1. Identify where you are.
2. Define financial success so you can outline your goals.
3. Uncover some events that might move you further away from your goals.

Learn more about what makes up a solid financial plan and the process for creating your own. ⬇️

Taking the time to create a financial plan offers a roadmap for reaching your financial goals—emotional and financial. Learn how a financial plan helps organize income, savings, investments and insurance to balance your priorities for the future.

06/01/2026

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…

05/29/2026

Did you know that, as clients with membership, we have the power to influence where Thrivent sends millions in grant funding each year? All you have to do is log in and decide where you want this year’s Choice Dollars®️ to go—be it a church, local charity or major nonprofit. Plus, Thrivent just made the experience easier and Choice Dollars are now available to every single member! I highly recommend taking advantage of this easy way to give back.

Be sure to direct 2026 Choice Dollars and spread the word about this unique member benefit.

See thrivent.com/social for important disclosures.

05/27/2026

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.

05/25/2026

To all who served and sacrificed for our freedom, thank you.

05/20/2026

Little eyes are always watching—especially when it comes to money. The way we manage and talk about money shapes our kids long before they earn their first dollar.

Try modeling these simple habits to help them build a healthy relationship with money:
⭐ Avoid speaking about money with stress or shame
⭐ Narrate your choices (“We’re saving for X, so we’re skipping Y today”)
⭐ Keep a visible savings routine
⭐ Use positive language around budgeting and planning

05/18/2026

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.

05/15/2026

You don’t need a fortune to start investing—just a plan. Even small, consistent investments can grow into something big over time. The key? Getting started. ⬇️

When you've been busy with a growing family and financial goals like buying a house or paying down debt, it's understandable that you might have put off investing or felt that it's not really for you. But you and your family deserve the benefits of investing, too.

05/13/2026

Is your portfolio diversified? Having a mix of investments can help you manage risk, reduce volatility and build a reliable foundation for your long-term financial goals. Here are 4 primary components to help you diversify. ⬇️

As you manage your investments, you may have heard that it's a good idea to diversify your portfolio—or have a mix of assets. The idea is to avoid putting all of your eggs in one basket.

05/11/2026

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.