Brendan Rorem - Thrivent

10/29/2026

It’s cool when a message finds you twice in the same day.

Yesterday morning, this arrived in the mail:

“Pass wisdom before wealth.”

Then in the evening, I heard author John Busacker talk about “Finishing Well” and three kinds of capital we pass on:

🙏 Spiritual capital
❤️ Character capital
💰 Financial capital

And one line really stuck with me: WEALTH RARELY CREATES WISDOM

It was a great reminder as we get to help people with their planning that legacy planning is about so much more than transferring assets. It’s about passing along faith, values, character, generosity, stories, and purpose.

Before we ask, “What will I leave them?” perhaps we should first ask:

“What am I leaving in them?”

10/28/2026

Higher rates. Resilient growth. New opportunities. Thrivent's Q4 2026 Market Outlook highlights why staying invested and maintaining a diversified portfolio remains important in today’s market environment. ⬇️

Resilient growth, higher rates, energy-driven inflation and the AI investment boom are shaping the market outlook.

10/26/2026

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. ⬇️

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

Discover how charitable bunching can help you make the most of your generosity and unlock valuable tax savings. Learn how this strategy works, who it benefits and how to get started.

10/23/2026

Being able to support the causes you care about can be one of the most meaningful parts of your financial journey. A donor-advised fund (DAF) may help you extend that impact even further.

A DAF enables you to make charitable contributions now and qualify for a tax deduction, while recommending grants to your favorite charities on your own timeline. Over time, your fund may grow, creating even more dollars to give.

Explore whether a DAF is right for you. ⬇️

Learn how donor-advised funds work, the potential tax benefits, and how DAFs can help you support the causes you care about with charitable giving.

10/21/2026

Open enrollment is your opportunity to make choices that will protect and support your family throughout the year. Take a look at this helpful guide before you get started. Let’s connect if you want to discuss which options are the right fit for your family’s needs.

Master your benefits choices with our open enrollment tips designed to provide best practices and streamline the process.

10/19/2026

Here's a cheat sheet with some common terms you might encounter during open enrollment. Keep it handy as you make your benefit decisions.

10/16/2026

If you’re age 55 or older, you may be able to access your 401(k) early. Reach out to learn more about the rule of 55 and how it may impact your retirement planning.

See thrivent.com/social for important disclosures.

10/14/2026

Is it time to start taking your required minimum distributions? Reach out to learn more about RMDs and how they may impact your retirement goals.

See thrivent.com/social for important disclosures.

10/09/2026

What could your future look like with the right plan?

Whether you're planning for what's next or navigating a new chapter, you don't have to figure it out alone.

Let's talk about what matters most to you, then build a personalized financial plan to help you achieve your goals.

See thrivent.com/social for important disclosures.