Broker Check

Podcast Episode 13

  • Throughout Season 1, we covered each financial concept separately. Join us as we begin Season 2, where we share how to see your financial situation holistically. Future episodes will focus on different stages that people experience and how to prioritize needs, wants, and wishes for each stage. 

    1. Early Career

      • Student Loan Debt
      • Entry-Level Salary
      • When to Begin Retirement Savings
      • How Marriage Changes your Financial Plan

    2. Mid-Career

      • Promotions
      • Home Purchase/Moving
      • Having Children

    3. Pre-Retirement

      • Deciding How Much You Will Need
      • Setting Goals
      • Dreaming Big on How to Enjoy Retirement

    4. Retirement

      • Go-Go, Slow-Go, and No-Go Years
      • How To Make Your Savings Last

    5. Beyond

      • Tax-Efficient Estate Transfer
      • How to Leave a Legacy

    Every stage offers new challenges. Listen regularly to build your understanding and learn how to make wise decisions throughout your life!

This material is provided for informational purposes only and is not solely intended to be relied upon as a forecast, research, or investment advice, and is not a recommendation, offer or solicitation to buy or sell any securities or to adopt any investment strategy. The views and strategies described may not be suitable for all investors. They also do not include all fees or expenses that may be incurred by investing in specific products. Past performance is no guarantee of future results. Investments will fluctuate and when redeemed may be worth more or less than when originally invested. You cannot invest directly in an index. The opinions expressed are subject to change as subsequent conditions vary. Advisory services through Thrivent Advisor Network, LLC.

This communication may include forward-looking statements. Specific forward-looking statements can be identified by the fact that they do not relate strictly to historical or current facts and include, without limitation, words such as “may,” “will,” “expects,” “believes,” “anticipates,” “plans,” “estimates, ”projects,” “targets,” “forecasts,” “seeks,” “could’” or the negative of such terms or other variations on such terms or comparable terminology. These statements are not guarantees of future performance and involve risks, uncertainties, assumptions, and other factors that are difficult to predict and that could cause actual results to differ materially.

The purpose of the report is to illustrate how accepted financial and estate planning principles may improve your current situation. The term "plan" or "planning," when used within this report, does not imply that a recommendation has been made to implement one or more financial plans or make a particular investment. You should use this Report to help you focus on the factors that are most important to you. This Report does not provide legal, tax, or accounting advice. Before making decisions with legal, tax, or accounting ramifications, you should consult appropriate professionals for advice that is specific to your situation.

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Music credit: Musictown, "Fun times together"