Dustin Allen - Thrivent

Helping you carry what matters most. . . . . . .

My daughter (3 years old at the time) looked at my Thrivent shirt and said, “it’s people helping the heart.”

That blew my mind....

She interpreted the message of a corporate marketing design without even knowing what she was really saying.


I realized she was absolutely right. That is exactly what I do as a financial advisor.
I come alongside my clients and help them carry what they hold most dear. Yes, it involves money; but I mean what really drives them: their hopes, dreams, families, businesses, generosity, retirement, grandkids, etc. I help individuals carry what is in their hearts.


If you want to know what that could look like for you, let’s talk.



Disclosures:
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I saw this recommendation recently and wanted to get your thoughts:

50/30/20 budget:

50% Needs:
-Housing
-Utilities
-Insurance
-Groceries
-Healthcare
-Transportation
-Personal Care

30% Wants:
-Amusement
-Shopping
-Dining Out
-Subscriptions

20% Savings:
-Retirement
-Emergencies
-Investing
-Debt Pay-off


I’m interested to hear your thoughts.
What’s missing? What would you add? Anything you would remove?

Please don’t take this post as a suggestion. Budgets are personal. Be sure to talk with your advisor before locking in your percentages.


If you don’t have an advisor or want a second opinion, let’s talk.

Disclosures
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DFW Friends, we are TWO weeks away from this highly anticipated FREE dinner/workshop!
You do NOT want to miss it, so reserve your spots now before the room is full!

Join Dustin Allen and Erik Almquist for dinner and this informational presentation. There’s a shift in your mindset when you switch from saving and investing all those years to spending that money – and paying taxes on it. There are many options if your goal is to grow, spend and give more of your wealth. But it takes planning. Join us for our workshop on the Five Phases of an IRA to discover:

• How the 5 phases of an IRA relate to stages of your retirement.

• How time can have a great impact on tax-deferred retirement accounts.

• Strategies for reducing the taxes you and your heirs could pay.

No products will be sold. 27764-13M N1-24

For additional important disclosures see Thrivent.com/social.

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Wishing you and your loved ones a safe and relaxing Labor Day.

How to Grow Wealth: A Biblical Perspective

As a financial advisor at Thrivent, I often emphasize the power of discipline over time. Not only is this a simple yet profound concept that can significantly impact your financial future, but it is also a Biblical principle that we see throughout the Scriptures.

The Bible speaks to the wisdom of prudent financial management in many places. One place it is mentioned is Proverbs 13:11 which says, "Dishonest money dwindles away, but whoever gathers money little by little makes it grow." This points to steady, consistent growth over time.

Practical Steps:

Start Early: The sooner you invest, the more time your money has to grow.

Be Consistent: Regular contributions can lead to substantial growth.

Stay Patient: Compound interest rewards those who stay the course.

Let's connect and discuss how you can harness the power of consistent discipline + compound interest to secure your financial future, guided by timeless biblical principles.





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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. ⬇️

Portfolio diversification: Importance, benefits & how to start 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.

DFW Friends, SAVE THE DATE! Wed. 9/23 - 6:00-8:00p

Discover how the 5 phases of an IRA relate to your retirement—and learn strategies for reducing the taxes you and your heirs could pay.

Join Dustin Allen and Erik Almquist for dinner and this informational presentation. There’s a shift in your mindset when you switch from saving and investing all those years to spending that money – and paying taxes on it. There are many options if your goal is to grow, spend and give more of your wealth. But it takes planning. Join us for our workshop on the Five Phases of an IRA to discover:

• How the 5 phases of an IRA relate to stages of your retirement.

• How time can have a great impact on tax-deferred retirement accounts.

• Strategies for reducing the taxes you and your heirs could pay.

No products will be sold. 27764-13M N1-24

For additional important disclosures see Thrivent.com/social.

Register Here:
https://bit.ly/4gx2Zwa

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Three weeks. Three events. Three very different audiences.

Girl dads. Teachers. Professionals from all walks of life.

The topics changed slightly, but the goal stayed the same: helping people better understand their finances through conversations about the Financial House, tax-efficient planning, and the Five Phases of an IRA.

Because good financial principles can benefit anyone.



For educational purposes only. Consultation with a tax or legal professional is recommended for individual guidance.

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Seeing your hard-earned money go towards taxes can be frustrating. However, there are ways you can help reduce your tax burdens and become more tax efficient. ⬇️

7 ways to help reduce your taxable income Discover practical and effective strategies to help reduce your taxable income. From retirement savings to smart investment decisions, opportunities to keep more of your earnings are at hand.

Here are some recent client questions I've received the last few weeks:

- I heard life insurance could help me leave less of a tax burden to my children when I pass and be a good idea when it’s time to take my RMDs. Can you tell me more about that?

- Should I replace this annuity with a different one?

- Can this annuity help me pay for my upcoming move and house near the beach?

- How can we start saving? We are both bad at it.

- My pension with cover our necessary income. How do I navigate these other two lump sums I will receive when I retire?

- How should we handle this inheritance? Should we pay off debt, or invest it?

All of these questions deserve individual attention, and the answers are specific to your situation. If you don’t have someone helping you navigate these or similar topics, let’s talk.

https://bit.ly/4geF5p1

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