Make It Personal Podcast

Every dollar in your financial plan should have a job. Some money should pursue long-term growth. Some should remain accessible for emergencies and opportunities. Some should protect your family, and some should provide flexibility when life or financial markets change.



In Episode 93 of Make It Personal, Mark Zagurski explains how to approach personal finance like a Chief Financial Officer. A successful CFO does not place every company dollar into the same strategy or judge every financial decision only by its potential return. Instead, they evaluate cash flow, liquidity, risk, growth, protection, and the need to preserve future options.

That same CFO mindset can help individuals and families build a more intentional financial plan. Mark also explores where cash value life insurance may fit into that conversation. Life insurance is not designed to replace a stock portfolio, retirement account, or traditional investment. Its primary purpose is protection. Certain policies may also accumulate cash value that can provide an additional source of control, flexibility, or support for future goals.

This episode is for anyone wondering whether every financial tool must compete for the highest return, or whether the better question is what specific problem each dollar is meant to solve.

What You’ll Learn:

→ You’ll learn how a CFO balances growth, cash flow, liquidity, risk, and financial flexibility instead of treating every dollar the same.

→ You’ll understand why life insurance should not be evaluated as though it were a stock, retirement account, or traditional investment.

→ You’ll discover how certain life insurance policies may build cash value and potentially provide another source of flexibility, access, or legacy planning.

→ You’ll learn why costs, commitments, policy rules, and personal goals must be reviewed before deciding whether cash value life insurance has a role in your plan.

Connect with Mutual of Omaha Advisors through the following links:

→ Download The Game of the Decade eBook: https://makeitpersonalpodcast.com/free-ebook-page-2

→ Download the Seven Principles eBook: https://makeitpersonalpodcast.com/free-ebook-page?utm_source=podcast&utm_medium=allplatforms&utm_mediacode=FCF&utm_campaign=makeitpersonal

→ Instagram: https://www.instagram.com/makeitpersonal_podcast/

→ Facebook - Mutual of Omaha Advisors: https://www.facebook.com/MutualofOmahaAdvisorsFB

→ Sign Up For a Free Financial Strategy Meeting: https://makeitpersonalpodcast.com/get-connected/?utm_source=podcast&utm_medium=allplatforms&utm_mediacode=FCF&utm_campaign=makeitpersonal

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Investing involves risk, including loss of principal. 

This podcast is for educational purposes only and may include references to concepts that have legal and/or tax implications. Mutual of Omaha Investor Services, Inc. does not provide tax or legal advice. Please consult with the appropriate professional regarding your personal situation prior to making any financial decisions.  Strategies discussed may not be suitable for everyone.   Securities and advisory services offered through Mutual of Omaha Investor Services, Inc. Member FINRA/SIPC. Mutual of Omaha Advisors is a division of Mutual of Omaha Insurance Company.

What happens when your required minimum distribution is higher than the amount your retirement plan says you can safely withdraw? Does that mean you are overspending, or putting yourself at risk of running out of money?

For many retirees, a large RMD can feel like the IRS is forcing them to break the 4% rule or abandon their safe withdrawal strategy. But a required minimum distribution is a withdrawal requirement, not a spending requirement. Money may have to leave your traditional IRA or retirement account, but it does not have to leave your financial plan.

In this episode of Make It Personal, we explain what to do when RMD rules and safe withdrawal guidelines appear to collide. You’ll learn why an RMD does not automatically increase your lifestyle spending, how excess distributions can be reinvested in a taxable brokerage account, and how proactive tax planning may help manage future required withdrawals.

We also discuss partial Roth conversions, qualified charitable distributions, retirement taxes, and why flexible income planning matters more than following one rigid formula. Retirement rules may apply broadly, but your income needs, tax situation, goals, charitable priorities, and definition of financial security are personal.

What You’ll Learn:

→ Why withdrawal and spending are different: An RMD determines how much must be distributed from a qualifying retirement account. It does not require you to use the entire amount for living expenses.

→ How to reinvest an excess RMD: When a distribution is larger than your spending needs, the remaining after-tax money may be invested in a taxable account so it can continue supporting your long-term plan.

→ How earlier tax planning may help: Thoughtful partial Roth conversions before RMDs begin may reduce future pre-tax account balances and create additional tax diversification, although the conversion itself can generate taxable income.

→ How charitable giving can satisfy an RMD: Eligible IRA owners may use qualified charitable distributions to send money directly to qualifying charities, satisfy part or all of an RMD, and support causes that reflect their values. (IRS)

Your appropriate strategy depends on your accounts, income, tax bracket, Medicare considerations, estate plan, goals, and charitable intentions. Coordinate major retirement and tax decisions with qualified financial and tax professionals.

Connect with Mutual of Omaha Advisors through the following links:

→ Download The Game of the Decade eBook: https://makeitpersonalpodcast.com/free-ebook-page-2

→ Download the Seven Principles eBook: https://makeitpersonalpodcast.com/free-ebook-page?utm_source=podcast&utm_medium=allplatforms&utm_mediacode=FCF&utm_campaign=makeitpersonal

→ Instagram: https://www.instagram.com/makeitpersonal_podcast/

→ Facebook - Mutual of Omaha Advisors: https://www.facebook.com/MutualofOmahaAdvisorsFB

→ Sign Up For a Free Financial Strategy Meeting: https://makeitpersonalpodcast.com/get-connected/?utm_source=podcast&utm_medium=allplatforms&utm_mediacode=FCF&utm_campaign=makeitpersonal

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Investing involves risk, including loss of principal. 

This podcast is for educational purposes only and may include references to concepts that have legal and/or tax implications. Mutual of Omaha Investor Services, Inc. does not provide tax or legal advice. Please consult with the appropriate professional regarding your personal situation prior to making any financial decisions.  Strategies discussed may not be suitable for everyone.   Securities and advisory services offered through Mutual of Omaha Investor Services, Inc. Member FINRA/SIPC. Mutual of Omaha Advisors is a division of Mutual of Omaha Insurance Company.

Life insurance is different from many other financial products. Having enough money to pay the premium does not necessarily mean you can obtain any amount of coverage you choose. Before a life insurance policy is issued, applicants generally go through underwriting, a process that evaluates both medical risk and whether the requested coverage makes financial sense.

In Episode 91 of Make It Personal, Mark Zagurski explains why life insurance companies may review factors such as your age, health history, lifestyle, income, responsibilities, and financial goals. The purpose is not simply to complete paperwork. Life insurance represents a long-term promise to provide financial protection for the people and plans that depend on you.

You will also learn why life insurance is intended to replace financial value rather than create an unexpected windfall, how major life events can change your coverage needs, and why the best time to explore your options may be before a health event occurs.

Whether you recently got married, welcomed a child, purchased a home, changed careers, or took on new financial responsibilities, this episode will help you understand how life insurance underwriting fits into a broader financial plan, and why protecting your family is just as important as building wealth.

What You’ll Learn

→ You’ll learn why life insurance applicants may need to qualify both medically and financially before coverage is approved.

→ You’ll understand how underwriting evaluates risk through factors such as age, medical history, lifestyle, income, responsibilities, and financial goals.

→ You’ll discover why the amount of life insurance requested should align with the income, contributions, and obligations the coverage is intended to protect.

→ You’ll learn why marriage, children, homeownership, career changes, and new responsibilities may be signs that it is time to review your life insurance strategy.

Connect with Mutual of Omaha Advisors through the following links:

→ Download The Game of the Decade eBook: https://makeitpersonalpodcast.com/free-ebook-page-2

→ Download the Seven Principles eBook: https://makeitpersonalpodcast.com/free-ebook-page?utm_source=podcast&utm_medium=allplatforms&utm_mediacode=FCF&utm_campaign=makeitpersonal

→ Instagram: https://www.instagram.com/makeitpersonal_podcast/

→ Facebook - Mutual of Omaha Advisors: https://www.facebook.com/MutualofOmahaAdvisorsFB

→ Sign Up For a Free Financial Strategy Meeting: https://makeitpersonalpodcast.com/get-connected/?utm_source=podcast&utm_medium=allplatforms&utm_mediacode=FCF&utm_campaign=makeitpersonal

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Investing involves risk, including loss of principal. 

This podcast is for educational purposes only and may include references to concepts that have legal and/or tax implications. Mutual of Omaha Investor Services, Inc. does not provide tax or legal advice. Please consult with the appropriate professional regarding your personal situation prior to making any financial decisions.  Strategies discussed may not be suitable for everyone.   Securities and advisory services offered through Mutual of Omaha Investor Services, Inc. Member FINRA/SIPC. Mutual of Omaha Advisors is a division of Mutual of Omaha Insurance Company.

What if making more money did not actually make your financial life feel more secure? 

In this episode of Make It Personal, we share a real financial planning story about a high-income physician family earning over $3 million a year who still felt pressure from taxes, lifestyle creep, retirement planning, college savings, insurance decisions, and the fear that their income might not last forever.

Mutual of Omaha advisor Franklin Mohri joins the show to explain how this family moved from feeling overwhelmed to building a clearer financial plan with better budgeting, advanced tax planning, retirement savings strategies, defined benefit plans, 401(k) planning, life insurance, disability protection, and long-term financial guardrails.

This conversation is especially helpful for doctors, physicians, business owners, high-income professionals, and families who earn well but feel unsure about whether they are saving enough, spending too much, paying too much in taxes, or protecting their future. You’ll hear why true financial confidence does not come from income alone, but from knowing your lifestyle, risks, goals, and future are working together.

You’ll Learn:

→How a physician family earning over $3 million a year still struggled with taxes, spending, and uncertainty about their long-term financial future.

→Why lifestyle creep can quietly become one of the biggest risks for high-income professionals, especially when income rises quickly.

→How tax planning, retirement accounts, defined benefit plans, budgeting, life insurance, and disability insurance helped create structure and accountability.

→Why working with a trusted financial advisor gave this family a clear framework for making major money decisions with more confidence.

Connect with Mutual of Omaha Advisors through the following links:

→ Download The Game of the Decade eBook: https://makeitpersonalpodcast.com/free-ebook-page-2

→ Download the Seven Principles eBook: https://makeitpersonalpodcast.com/free-ebook-page?utm_source=podcast&utm_medium=allplatforms&utm_mediacode=FCF&utm_campaign=makeitpersonal

→ Instagram: https://www.instagram.com/makeitpersonal_podcast/

→ Facebook - Mutual of Omaha Advisors: https://www.facebook.com/MutualofOmahaAdvisorsFB

→ Sign Up For a Free Financial Strategy Meeting: https://makeitpersonalpodcast.com/get-connected/?utm_source=podcast&utm_medium=allplatforms&utm_mediacode=FCF&utm_campaign=makeitpersonal

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Investing involves risk, including loss of principal. 

This podcast is for educational purposes only and may include references to concepts that have legal and/or tax implications. Mutual of Omaha Investor Services, Inc. does not provide tax or legal advice. Please consult with the appropriate professional regarding your personal situation prior to making any financial decisions.  Strategies discussed may not be suitable for everyone.   Securities and advisory services offered through Mutual of Omaha Investor Services, Inc. Member FINRA/SIPC. Mutual of Omaha Advisors is a division of Mutual of Omaha Insurance Company.

Could the Social Security Fairness Act increase your monthly Social Security benefit, or change the retirement income plan you built years ago?

For decades, the Windfall Elimination Provision and Government Pension Offset reduced Social Security benefits for many people who also received pensions from work that was not covered by Social Security. Teachers, firefighters, police officers, government employees, spouses, surviving spouses, and people who moved between public- and private-sector careers were often affected.

Those two Social Security reduction rules are now gone for benefits payable from January 2024 forward. That means some retirees may receive a higher monthly benefit, a retroactive payment, or access to spousal or survivor benefits that were previously reduced. People who have not applied for benefits may also need to reconsider assumptions that influenced their original retirement strategy.

In this episode of Make It Personal, we explain what changed, who may be affected, and why a retirement income plan built under the old Social Security rules deserves another look. Even when the change does not apply directly to you, it may affect a parent, spouse, colleague, client, teacher, firefighter, or former public employee in your life.

What You’ll Learn:

→ The rules that changed: Understand how the Windfall Elimination Provision affected a worker’s own Social Security retirement benefit and how the Government Pension Offset affected spousal and survivor benefits.

→ Who may be affected: Learn why teachers, firefighters, government employees, pension recipients, spouses, widows, widowers, and people with both public- and private-sector work histories should review their eligibility.

→ Why your retirement plan may have changed: See how a higher Social Security benefit could affect retirement income projections, withdrawal decisions, pension planning, taxes, and long-term cash flow.

→ What to review next: Discover why it may be worth checking your Social Security record, requesting an updated benefit estimate, reviewing your claiming strategy, and discussing the change with a qualified advisor.

Benefits depend on individual work records, pension history, eligibility, and claiming circumstances. Confirm your personal information directly with the Social Security Administration before making financial decisions.

Connect with Mutual of Omaha Advisors through the following links:

→ Download The Game of the Decade eBook: https://makeitpersonalpodcast.com/free-ebook-page-2

→ Download the Seven Principles eBook: https://makeitpersonalpodcast.com/free-ebook-page?utm_source=podcast&utm_medium=allplatforms&utm_mediacode=FCF&utm_campaign=makeitpersonal

→ Instagram: https://www.instagram.com/makeitpersonal_podcast/

→ Facebook - Mutual of Omaha Advisors: https://www.facebook.com/MutualofOmahaAdvisorsFB

→ Sign Up For a Free Financial Strategy Meeting: https://makeitpersonalpodcast.com/get-connected/?utm_source=podcast&utm_medium=allplatforms&utm_mediacode=FCF&utm_campaign=makeitpersonal

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Investing involves risk, including loss of principal. 

This podcast is for educational purposes only and may include references to concepts that have legal and/or tax implications. Mutual of Omaha Investor Services, Inc. does not provide tax or legal advice. Please consult with the appropriate professional regarding your personal situation prior to making any financial decisions.  Strategies discussed may not be suitable for everyone.   Securities and advisory services offered through Mutual of Omaha Investor Services, Inc. Member FINRA/SIPC. Mutual of Omaha Advisors is a division of Mutual of Omaha Insurance Company.

Every day, companies compete for your attention and encourage you to spend money. Buy now. Upgrade today. Take advantage of the limited-time offer. Consumer culture is built around transactions, but financial stability and long-term wealth are built through behavior.

In Episode 88 of Make It Personal, Mark Zagurski explains why one perfect investment, clever financial hack, or major money decision is unlikely to transform your financial future. Lasting financial confidence usually comes from simple financial habits repeated over time: spending less than you earn, saving before you spend, living below your means, building an emergency fund, increasing retirement contributions, and following your financial plan instead of reacting to every market headline.

You will also hear how Mark’s commitment to reaching a daily step goal taught him that motivation comes and goes, but consistent behavior remains. The same principle applies to personal finance. You do not build wealth by making one great decision. You build it by making the next good decision, and then repeating it.

This episode is for anyone who feels financially behind, overwhelmed by consumer culture, or distracted by the search for the perfect investment. Your financial future may depend less on one major transaction and more on the small money choices you make every day.

What You’ll Learn:

→ You’ll learn why high income does not always create financial stability

→ How consumer culture encourages spending instead of long-term wealth building

→ Why consistent financial habits can matter more than extraordinary investment decisions

→ How improving one repeatable money behavior can strengthen your financial confidence over time

Connect with Mutual of Omaha Advisors through the following links:

→ Download The Game of the Decade eBook: https://makeitpersonalpodcast.com/free-ebook-page-2

→ Download the Seven Principles eBook: https://makeitpersonalpodcast.com/free-ebook-page?utm_source=podcast&utm_medium=allplatforms&utm_mediacode=FCF&utm_campaign=makeitpersonal

→ Instagram: https://www.instagram.com/makeitpersonal_podcast/

→ Facebook - Mutual of Omaha Advisors: https://www.facebook.com/MutualofOmahaAdvisorsFB

→ Sign Up For a Free Financial Strategy Meeting: https://makeitpersonalpodcast.com/get-connected/?utm_source=podcast&utm_medium=allplatforms&utm_mediacode=FCF&utm_campaign=makeitpersonal

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Investing involves risk, including loss of principal. 

This podcast is for educational purposes only and may include references to concepts that have legal and/or tax implications. Mutual of Omaha Investor Services, Inc. does not provide tax or legal advice. Please consult with the appropriate professional regarding your personal situation prior to making any financial decisions.  Strategies discussed may not be suitable for everyone.   Securities and advisory services offered through Mutual of Omaha Investor Services, Inc. Member FINRA/SIPC. Mutual of Omaha Advisors is a division of Mutual of Omaha Insurance Company.

You spent years saving for college. You made regular contributions, watched the account grow, and worked toward the goal of helping your child pay for higher education. Then the first college bill arrived, and a completely different set of financial planning questions began.

How do you access your college savings? Which education expenses can the money cover? How should tuition, housing, meal plans, books, technology, fees, and scholarships work together? What receipts and financial records should you keep? And who can help you understand the withdrawal rules before you start using the account?

In Episode 87 of Make It Personal, Mark Zagurski shares what his own family learned when their oldest child started college. The accumulation phase may be complete, but the utilization phase is just beginning. For parents preparing to pay college expenses, having money available is only one part of the plan. Using those savings thoughtfully, documenting expenses, coordinating scholarships, and getting guidance from a financial advisor or tax professional can be just as important as the years spent saving.

This episode is for parents with a child in college, families approaching the first tuition payment, and anyone wondering how college savings fit into a larger financial plan.

What You’ll Learn:

→ You’ll learn why college planning has both an accumulation phase and a utilization phase

→ Which education expenses families should review before withdrawing money

→ How scholarships and college savings may need to be coordinated

→ Why receipts, documentation, withdrawal timing, and professional guidance can matter once college begins

Connect with Mutual of Omaha Advisors through the following links:

→ Download The Game of the Decade eBook: https://makeitpersonalpodcast.com/free-ebook-page-2

→ Download the Seven Principles eBook: https://makeitpersonalpodcast.com/free-ebook-page?utm_source=podcast&utm_medium=allplatforms&utm_mediacode=FCF&utm_campaign=makeitpersonal

→ Instagram: https://www.instagram.com/makeitpersonal_podcast/

→ Facebook - Mutual of Omaha Advisors: https://www.facebook.com/MutualofOmahaAdvisorsFB

→ Sign Up For a Free Financial Strategy Meeting: https://makeitpersonalpodcast.com/get-connected/?utm_source=podcast&utm_medium=allplatforms&utm_mediacode=FCF&utm_campaign=makeitpersonal

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Investing involves risk, including loss of principal. 

This podcast is for educational purposes only and may include references to concepts that have legal and/or tax implications. Mutual of Omaha Investor Services, Inc. does not provide tax or legal advice. Please consult with the appropriate professional regarding your personal situation prior to making any financial decisions.  Strategies discussed may not be suitable for everyone.   Securities and advisory services offered through Mutual of Omaha Investor Services, Inc. Member FINRA/SIPC. Mutual of Omaha Advisors is a division of Mutual of Omaha Insurance Company.

What happens when AI manages your money perfectly, but creates a financial plan that does not reflect the life you actually want?

Artificial intelligence can track spending, automate savings, rebalance investments, improve tax efficiency, and build an optimized retirement plan. But personal financial planning involves more than numbers. Your family history, life experiences, fears, priorities, relationships, and definition of “enough” all influence the decisions that are right for you.

In this episode of Make It Personal, we explore the growing role of AI in personal finance and wealth management. You’ll hear how the same automated financial tools can create confidence for one person and conflict for another. You’ll also discover why a technically perfect financial strategy may overlook the moments, opportunities, and relationships that matter most.

What You’ll Learn:

→ You’ll learn why financial optimization is not the same as personal alignment 

→ How AI financial planning tools can improve discipline and consistency

→ Which parts of your financial life should not be completely outsourced

→ How to use artificial intelligence as a helpful tool without allowing an algorithm to become your financial compass

Money decisions are not only mathematical decisions. They are personal trade-offs involving your present, your future, and the life you want to experience along the way.

Connect with Mutual of Omaha Advisors through the following links:

→ Download The Game of the Decade eBook: https://makeitpersonalpodcast.com/free-ebook-page-2

→ Download the Seven Principles eBook: https://makeitpersonalpodcast.com/free-ebook-page?utm_source=podcast&utm_medium=allplatforms&utm_mediacode=FCF&utm_campaign=makeitpersonal

→ Instagram: https://www.instagram.com/makeitpersonal_podcast/

→ Facebook - Mutual of Omaha Advisors: https://www.facebook.com/MutualofOmahaAdvisorsFB

→ Sign Up For a Free Financial Strategy Meeting: https://makeitpersonalpodcast.com/get-connected/?utm_source=podcast&utm_medium=allplatforms&utm_mediacode=FCF&utm_campaign=makeitpersonal

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Investing involves risk, including loss of principal. 

This podcast is for educational purposes only and may include references to concepts that have legal and/or tax implications. Mutual of Omaha Investor Services, Inc. does not provide tax or legal advice. Please consult with the appropriate professional regarding your personal situation prior to making any financial decisions.  Strategies discussed may not be suitable for everyone.   Securities and advisory services offered through Mutual of Omaha Investor Services, Inc. Member FINRA/SIPC. Mutual of Omaha Advisors is a division of Mutual of Omaha Insurance Company.

From the outside, this family looked like they had everything together: strong careers, a nice home, and three kids in college. But behind the scenes, credit card debt, college expenses, retirement pressure, and quiet money stress were starting to take over their lives.

In this episode of Make It Personal, we share a real financial planning story about a family in their early 50s who wondered if they had fallen too far behind. They were high earners, loving parents, and doing many things right, but the cost of helping their kids through college left them asking a painful question: Are we sacrificing our own retirement future?

Mutual of Omaha advisor Lucas Feathers joins the show to explain how honest conversations, financial organization, debt planning, family communication, retirement projections, and estate planning helped this family move from fear to confidence. This episode is for parents, families, and anyone carrying hidden financial stress who needs reassurance that clarity can lead to a better plan.

Highlights:

→ You’ll hear how a family with good income and good intentions still ended up feeling overwhelmed by credit card debt, college costs, and retirement anxiety.

→ You’ll learn why getting financially organized can be the first major step toward reducing stress, seeing the full picture, and making better money decisions.

→ This conversation shows how hard family money talks, including conversations around gifting, estate planning, and retirement savings, can open new paths forward.

→ You’ll also hear why the goal of financial planning is not just getting out of debt, but building confidence, creating options, and protecting your future.

Connect with Mutual of Omaha Advisors through the following links:

→ Download The Game of the Decade eBook: https://makeitpersonalpodcast.com/free-ebook-page-2

→ Download the Seven Principles eBook: https://makeitpersonalpodcast.com/free-ebook-page?utm_source=podcast&utm_medium=allplatforms&utm_mediacode=FCF&utm_campaign=makeitpersonal

→ Instagram: https://www.instagram.com/makeitpersonal_podcast/

→ Facebook - Mutual of Omaha Advisors: https://www.facebook.com/MutualofOmahaAdvisorsFB

→ Sign Up For a Free Financial Strategy Meeting: https://makeitpersonalpodcast.com/get-connected/?utm_source=podcast&utm_medium=allplatforms&utm_mediacode=FCF&utm_campaign=makeitpersonal

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Investing involves risk, including loss of principal. 

This podcast is for educational purposes only and may include references to concepts that have legal and/or tax implications. Mutual of Omaha Investor Services, Inc. does not provide tax or legal advice. Please consult with the appropriate professional regarding your personal situation prior to making any financial decisions.  Strategies discussed may not be suitable for everyone.   Securities and advisory services offered through Mutual of Omaha Investor Services, Inc. Member FINRA/SIPC. Mutual of Omaha Advisors is a division of Mutual of Omaha Insurance Company.

Do 401(k) catch-up contributions have to be Roth in 2026? Many people aged 50 and older have heard that catch-up contributions are changing, but the headlines have created a lot of confusion. Some retirement savers think all catch-up contributions now have to go into a Roth account, while others worry that catch-up contributions are going away completely. 

In this episode of Make It Personal, we answer David’s question about the 2026 Roth catch-up contribution rule, who it applies to, and what it may mean for your retirement savings and tax planning. You’ll learn how SECURE 2.0 changed the rules for certain higher-income earners, why the $145,000 prior-year wage threshold matters, and how the 2026 catch-up contribution amount fits into the conversation. This episode is for anyone age 50 or older saving into a 401(k), 403(b), or workplace retirement plan who wants to understand whether their extra contributions can still be pre-tax or may need to be Roth.

Highlights:

→ You’ll learn that the new Roth requirement does not apply to everyone and does not eliminate catch-up contributions. 

→ We explain how higher-income earners may be required to make catch-up contributions as Roth contributions, while others may still be able to choose between pre-tax and Roth if their employer plan allows both options. 

→ You’ll also hear why this change is not just about saving more money, but about tax diversification, future retirement income flexibility, and whether paying taxes now or later makes more sense for your overall plan.

Connect with Mutual of Omaha Advisors through the following links:

→ Download The Game of the Decade eBook: https://makeitpersonalpodcast.com/free-ebook-page-2

→ Download the Seven Principles eBook: https://makeitpersonalpodcast.com/free-ebook-page?utm_source=podcast&utm_medium=allplatforms&utm_mediacode=FCF&utm_campaign=makeitpersonal

→ Instagram: https://www.instagram.com/makeitpersonal_podcast/

→ Facebook - Mutual of Omaha Advisors: https://www.facebook.com/MutualofOmahaAdvisorsFB

→ Sign Up For a Free Financial Strategy Meeting: https://makeitpersonalpodcast.com/get-connected/?utm_source=podcast&utm_medium=allplatforms&utm_mediacode=FCF&utm_campaign=makeitpersonal

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Investing involves risk, including loss of principal. 

This podcast is for educational purposes only and may include references to concepts that have legal and/or tax implications. Mutual of Omaha Investor Services, Inc. does not provide tax or legal advice. Please consult with the appropriate professional regarding your personal situation prior to making any financial decisions.  Strategies discussed may not be suitable for everyone.   Securities and advisory services offered through Mutual of Omaha Investor Services, Inc. Member FINRA/SIPC. Mutual of Omaha Advisors is a division of Mutual of Omaha Insurance Company.