What if your greatest financial breakthrough doesn’t start with more money, but with a better plan?

In this inspiring real-life episode of Make It Personal, we meet Martin and Natascha Moore, a couple juggling work-from-home jobs, three young kids, and over $20,000 in credit card debt. Their house was tight, their budget tighter, and their dreams felt just out of reach. But with the right mindset and the right steps, they turned things around, not by winning the lottery, but by building a plan grounded in clarity, protection, and creativity.

You’ll hear how this young California family took small but intentional actions to regain control of their finances. From cutting back on everyday expenses to strategically using life insurance and discovering an unexpected income stream, the Moores show us what’s possible when you stop surviving and start planning.

This isn’t a story about perfection, it’s a story about progress. It’s about how the right guidance can open doors you didn’t even know were there.

Key Takeaways:

→ A clear roadmap, even with small steps, can reduce stress and create real momentum.

→ Life insurance isn’t just protection; it can also be a long-term planning tool.

→ Creative thinking, like short-term rentals, can unlock new income without major lifestyle changes.

→ Consistent habits matter more than drastic overhauls.

→ You don’t need a perfect financial situation, just the willingness to start.

“Sometimes the solution isn’t cutting, it’s creating.”

 Feeling stuck or unsure where to begin? Visit makeitpersonalpodcast.com for free tools, eBooks, and a way to connect with someone who can help you start your journey, wherever you are.

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.