True Path Planning - Thrivent

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True Path Planning - Thrivent

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At Thrivent, we believe money is a tool, not a goal. Let’s connect if you have questions.

Driven by a higher purpose at our core, we are committed to helping people make the most of all they’ve been given. Thrivent Financial Professionals may only conduct business with residents of the states and/or jurisdictions in which they are licensed. For licensing and practice information click the website link in the additional contact information section above. For Thrivent privacy policy, social media guidelines, and important disclosure information visit Thrivent.com/privacyandsocial.

10/28/2026

October is Financial Planning Month—and we'd like to encourage you to think about financial planning a little differently.
Yes, it's about money.
But it's also about: ❤️ The people you love 🎯 The goals you're working toward 🌎 The causes you care about 🏡 The life you want to build 😊 The experiences you hope to enjoy
Your financial plan should support your life, not just your bank accounts.
What matters most to you when you think about your financial future?
See thrivent.com/social for disclosures.

10/26/2026

If you're over 70½ and have a desire to support the causes close to your heart, let's talk.
A Qualified Charitable Distribution (QCD) may be one option to consider when incorporating charitable giving into your retirement strategy.
Your generosity can be part of your financial plan—not an afterthought.
Let's connect and explore your options.
See thrivent.com/social for disclosures.

10/23/2026

Ever heard of the bucket strategy for retirement?
It's an approach that organizes retirement assets into different "buckets" based on when you may need the money—such as near-term, intermediate and longer-term needs.
Our own Nick McNabb, Financial Advisor at True Path Planning, holds the Retirement Income Certified Professional® (RICP®) designation and is passionate about helping clients understand their retirement income options.
Retirement planning isn't one-size-fits-all. Understanding your options is an important part of building a strategy that fits your goals.
See thrivent.com/social for disclosures.

10/21/2026

Retirement doesn't look the same for everyone.
Maybe yours includes: ✈️ Traveling 👨‍👩‍👧 More time with family 🌎 Giving back 🎨 Pursuing a passion 🏡 Staying close to home 😊 Simply having more freedom with your time
Whatever your retirement goals look like, True Path Planning is here to help you work toward them.
What's one thing you're looking forward to most about retirement?
See thrivent.com/social for disclosures.

10/19/2026

It's National Retirement Security Week, making it a great time to ask yourself:
How secure do you feel about your retirement?
Retirement planning isn't just about saving. It's about understanding how your income, investments, Social Security, insurance, taxes, health care and other pieces may work together.
Your retirement deserves more than a number on a statement—it deserves a thoughtful plan.
If it's been a while since you've reviewed yours, let's start the conversation.
See thrivent.com/social for disclosures.

10/16/2026

QCD or RMD?
If you're navigating Required Minimum Distributions, you may be wondering what options make sense for your situation.
Your financial goals, charitable giving plans and overall retirement strategy can all play a role in determining what may be appropriate.
Rather than trying to figure it out alone, let's connect and review your goals together.
Because the right strategy starts with understanding your situation, values & goals.
See thrivent.com/social for disclosures.

10/14/2026

What if one of the biggest risks to your financial plan is something you haven't thought about yet?
Thrivent asked advisors: What's one quiet risk people forget to plan for?
The answers offer some valuable food for thought—and a great reminder that financial planning is about more than investments and retirement accounts.
Check it out: https://bit.ly/47T7Bc1
What financial risk do you think people overlook most often?
See thrivent.com/social for disclosures.

What's a first step to address it?

10/12/2026

It's National Savings Day! 💰
So we're asking: What are you saving for?
🏡 A home? 🎓 Education? ✈️ A dream vacation? 🚗 A new car? 🌴 Retirement? ❤️ Something special for your family?
Having a specific goal can make saving feel more purposeful—and watching that goal get closer can be pretty rewarding!
Tell us what you're working toward in the comments. 👇
See thrivent.com/social for disclosures.

10/09/2026

The end of the year will be here before we know it! ⏰
Instead of waiting until December to think about your finances, why not get a jump on a few year-end tasks?
This is a great time to review things like: ✔️ Retirement contributions ✔️ Charitable giving ✔️ Tax planning opportunities ✔️ Beneficiary designations ✔️ Your financial goals for the year ahead
Want a helpful starting point? Check out this article from Thrivent: https://bit.ly/4B3Aq2Y
A little planning now can help you head into the new year feeling prepared.
See thrivent.com/social for disclosures.

As the year wraps up, take time to review your finances and set yourself up for success in the year ahead. Tackle the tasks before the deadlines hit.

10/08/2026

October 5 may have been National Do Something Nice Day, but at True Path Planning, we think kindness deserves more than one day! 💙
Buy someone's coffee. Check in on a friend. Help a neighbor. Volunteer your time. Give to a cause you care about.
Sometimes the smallest gestures can make someone's day a little brighter.
What's one nice thing you've done—or had someone do for you—recently? Share it below! 👇
See thrivent.com/social for disclosures.

Address

8637 Fredericksburg Road, Ste 153
San Antonio, TX
78240

Telephone

+12104778801

Website

https://connect.thrivent.com/nick-mcnabb, https://connect.thrivent.com/true-path-planning, http://www.thrivent.com/, htt

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