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I've got valuable information and resources to share. Explore away! And check back often.

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Interest rates are shifting. Understanding the purpose and timeline of your cash can help you decide whether and how to invest it for optimal returns. Ask yourself two questions. ⬇️ See thrivent.com/social for important disclosures.

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Interest rates are shifting. Understanding the purpose and timeline of your cash can help you decide whether and how to invest it for optimal returns. Ask yourself two questions. ⬇️ See thrivent.com/social for important disclosures.

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The cost of cash: Where to invest when interest rates shift

Whether you’re saving for something big, looking to generate a steady income, or seeking flexible access to your cash, there are smart ways to keep your money productive and there for you when you need it—regardless of shifting interest rates. Explore your options below and let’s connect to keep your goals on track as interest rates change.

Keeping too much cash on hand can hurt your portfolio. Discover tips to help optimize returns when rates fluctuate. Contact a financial...

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We’re excited to share an update on Reed Geiger, who officially stepped into a fully licensed, client-facing advisor role late last year. Since passing his Life & Health license, SIE, Series 7, and Series 66, Reed has been working directly with clients—supporting meetings, follow-ups, and ongoing planning needs—so we can continue delivering the level of service our clients expect as our practice grows. Reed’s attention to detail, work ethic, and genuine care for people have already made a meaningful impact on our team and our clients. We’re grateful for the role he plays in helping us stay proactive, responsive, and thoughtful in everything we do. We recently updated our team headshots and wanted to take the opportunity to formally share this milestone and introduce Reed in his current role. If you haven’t had the chance to meet him yet, you likely will soon. We’re thankful to have Reed as part of Pilot Wealth Advisors and look forward to what’s ahead. #PilotWealthAdvisors See Thrivent.com/social for disclosures.

We’re excited to share an update on Reed Geiger, who officially stepped into a fully licensed, client-facing advisor role late last year. Since passing his Life & Health license, SIE, Series 7, and Series 66, Reed has been working directly with clients—supporting meetings, follow-ups, and ongoing planning needs—so we can continue delivering the level of service our clients expect as our practice grows. Reed’s attention to detail, work ethic, and genuine care for people have already made a meaningful impact on our team and our clients. We’re grateful for the role he plays in helping us stay proactive, responsive, and thoughtful in everything we do. We recently updated our team headshots and wanted to take the opportunity to formally share this milestone and introduce Reed in his current role. If you haven’t had the chance to meet him yet, you likely will soon. We’re thankful to have Reed as part of Pilot Wealth Advisors and look forward to what’s ahead. #PilotWealthAdvisors See Thrivent.com/social for disclosures.

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Sequence of returns risk: What it means for your retirement

The market can shift at any time, and big drops early in retirement could affect your savings. The right approach can help keep your savings resilient. Check out this article, then reach out to talk through ways to help protect your savings.👇

As you set out on your retirement journey, you want to make the most of your money and stay on the road to financial stability. That's why, if you have...

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Today was Jett’s first time on a motocross track 😏. He hit a few big dirt clumps from tilling and took a couple spills, but got right back up every time. Wasn’t scared one bit. Pretty surreal watching him out there — definitely a proud dad moment. Even cooler… it was the same track where I rode for the first time as a kid. A lot of nostalgia being back there with my parents and sister — remembering old memories and making new ones.

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Today was Jett’s first time on a motocross track 😏. He hit a few big dirt clumps from tilling and took a couple spills, but got right back up every time. Wasn’t scared one bit. Pretty surreal watching him out there — definitely a proud dad moment. Even cooler… it was the same track where I rode for the first time as a kid. A lot of nostalgia being back there with my parents and sister — remembering old memories and making new ones.

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Help your money last in retirement

A long life is a gift—let’s help make sure your finances can keep up. Start by building financial resilience against inflation, market swings, and rising health and care costs.

Discover how to help your savings go the distance, support your future health and care needs, and give you more freedom in retirement.

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2025 Open House in the books! It’s always one of our favorite events of the year - getting to hangout with clients outside the office, enjoy great food and music, and just spend time together celebrating the wins this year. This year’s event supported @heartbeatoftoledo, and thanks to everyone who brought donation items and/or contributed financially, we were able to make an even bigger impact with Pilot Wealth Advisors matching 100% of monetary donations received. A huge thank you to everyone who showed up throughout the evening and made it such a great time. We’re already looking forward to next year! #PilotWealthAdvisors #OpenHouse #ClientAppreciation

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2025 Open House in the books! It’s always one of our favorite events of the year - getting to hangout with clients outside the office, enjoy great food and music, and just spend time together celebrating the wins this year. This year’s event supported @heartbeatoftoledo, and thanks to everyone who brought donation items and/or contributed financially, we were able to make an even bigger impact with Pilot Wealth Advisors matching 100% of monetary donations received. A huge thank you to everyone who showed up throughout the evening and made it such a great time. We’re already looking forward to next year! #PilotWealthAdvisors #OpenHouse #ClientAppreciation

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🏔️ Quick trip to the Rockies to connect with financial advisors in the Front Range region. Yesterday I had the chance to share strategies with a new group on how to build a sustainable, scalable, fee-based planning practice. I always leave these events encouraged and reinvigorated — not just from presenting, but from learning alongside other advisors who are just as committed to growth. The energy in the room was all about raising the bar so we can consistently deliver more value and show up for clients in a bigger way. Next stop: Frankenmuth in a few weeks! #FinancialPlanning #PilotWealthAdvisors #Thrivent

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🏔️ Quick trip to the Rockies to connect with financial advisors in the Front Range region. Yesterday I had the chance to share strategies with a new group on how to build a sustainable, scalable, fee-based planning practice. I always leave these events encouraged and reinvigorated — not just from presenting, but from learning alongside other advisors who are just as committed to growth. The energy in the room was all about raising the bar so we can consistently deliver more value and show up for clients in a bigger way. Next stop: Frankenmuth in a few weeks! #FinancialPlanning #PilotWealthAdvisors #Thrivent

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We had a great time at the Roche de Boeuf Festival yesterday! Proud that Pilot Wealth Advisors could sponsor the event this year — it’s special since it takes place in the community I grew up in and still get to call home. Big thanks to Angie and Reed for holding it down at the booth all day. It was great seeing so many familiar faces, and connecting with new ones. The parade was definitely the highlight of the day — the boys had a blast going for a “golf cart ride” and throwing out candy. #RocheDeBoeuf #Waterville #PilotWealthAdvisors

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We had a great time at the Roche de Boeuf Festival yesterday! Proud that Pilot Wealth Advisors could sponsor the event this year — it’s special since it takes place in the community I grew up in and still get to call home. Big thanks to Angie and Reed for holding it down at the booth all day. It was great seeing so many familiar faces, and connecting with new ones. The parade was definitely the highlight of the day — the boys had a blast going for a “golf cart ride” and throwing out candy. #RocheDeBoeuf #Waterville #PilotWealthAdvisors

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Earlier this week I had the privilege of speaking to financial advisors from across the Great Plains region at a financial advisor forum in Sioux Falls. I shared my journey of building a fee-based planning practice, the systems and processes that allow us to consistently deliver value, and why leading with advice — not products — has been the key to sustainable growth. The best part of the day was the discussion that followed — thoughtful questions, real stories, and practical ideas. It reinforced for me how much we can learn from each other when we’re willing to share openly. I’m grateful to the financial advisors from South Dakota, Nebraska, and beyond who joined the conversation, and I left energized about the collective impact we can make when we put advice at the center of what we do. 👉🏻Planning isn’t extra work — it is the work. See thrivent.com/social for important disclosures.

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Earlier this week I had the privilege of speaking to financial advisors from across the Great Plains region at a financial advisor forum in Sioux Falls. I shared my journey of building a fee-based planning practice, the systems and processes that allow us to consistently deliver value, and why leading with advice — not products — has been the key to sustainable growth. The best part of the day was the discussion that followed — thoughtful questions, real stories, and practical ideas. It reinforced for me how much we can learn from each other when we’re willing to share openly. I’m grateful to the financial advisors from South Dakota, Nebraska, and beyond who joined the conversation, and I left energized about the collective impact we can make when we put advice at the center of what we do. 👉🏻Planning isn’t extra work — it is the work. See thrivent.com/social for important disclosures.

Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.

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

Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.

Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.

Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products issued by Thrivent. Not available in all states. Securities and investment advisory services offered through Thrivent Investment Management Inc., a registered investment adviser, member FINRA and SIPC, and a subsidiary of Thrivent. Licensed agent/producer of Thrivent. Registered representative of Thrivent Investment Management, Inc. thrivent.com/privacy-and-security/disclosures.

Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA’s Broker Check for more information about our financial advisors.

Designations

For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.

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