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The Lie You’ve Been Told About “Playing It Safe” with Your Money | EP 47
Want to retire together on your timeline and still build generational wealth? This episode breaks down a real couple’s plan, cars, handbags, pension choices, and all, to show exactly what works. For professionals who earn well but want a coordinated retirement plan that actually lasts.
What You’ll Learn / Highlights
→ The simple math behind a 7-year retirement target, and why “savings only” falls short.
→ How to shift from high-yield saving to true ownership (investing with purpose vs “dabbling”).
→ The hidden risk of single-life pension choices and how to protect a younger spouse.
→ Why estate documents (will/trust) are step zero for generational wealth.
→ The “protection stack” that makes a plan self-completing (life, DI, LTC)
Connect with Mutual of Omaha Advisors through the following links:
→ Download The Game of the Decade eBook
→ Download the Seven Principles eBook
→ Facebook - Mutual of Omaha Advisors
→ Sign Up For a Free Financial Strategy Meeting
--
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.
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By Mutual of Omaha AdvisorsWant to retire together on your timeline and still build generational wealth? This episode breaks down a real couple’s plan, cars, handbags, pension choices, and all, to show exactly what works. For professionals who earn well but want a coordinated retirement plan that actually lasts.
What You’ll Learn / Highlights
→ The simple math behind a 7-year retirement target, and why “savings only” falls short.
→ How to shift from high-yield saving to true ownership (investing with purpose vs “dabbling”).
→ The hidden risk of single-life pension choices and how to protect a younger spouse.
→ Why estate documents (will/trust) are step zero for generational wealth.
→ The “protection stack” that makes a plan self-completing (life, DI, LTC)
Connect with Mutual of Omaha Advisors through the following links:
→ Download The Game of the Decade eBook
→ Download the Seven Principles eBook
→ Facebook - Mutual of Omaha Advisors
→ Sign Up For a Free Financial Strategy Meeting
--
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.