Make it Personal Podcast
Disclosure: This podcast is for educational purposes only. Strategies discussed may not be suitable for everyone. Mutual of Omaha Investor Services, Inc. does not provide tax or legal advice. Securities and advisory services offered through Mutual of Omaha Investor Services, Inc. Member FINRA/SIPC (www.finra.org) /SIPC (www.sipc.org). This is not an offer or solicitation in any jurisdiction where we are not authorized to do business. Not all Mutual of Omaha Financial Representatives are Financial Advisors.
Beyond the Checkbook, Defining Your Legacy | EP 43
Why Most Americans Feel Unprepared, And What to Do About It | EP 42
Can Artificial Intelligence or AI Replace Your Financial Advisor? Unpacking the Hype | EP 41
Tooth Fairy Money – Teaching Your Kids About Money | EP 40
Trapped in the Middle: Why Your Wealth Feels Out of Reach | EP 39
Early Retirement: Dream Life or Financial Trap? - The Pros and Cons of EarlyRetirement | EP 38
The Psychology of Money: Why We Make Bad Financial Decisions | EP 37
Play #7: Finding a Financial Coach to Help You Plan in Decades | 36
Play #6: Planning for Healthcare in Retirement | Ep 35
Play #5: Retiring Early and Pivoting to Time Freedom | Ep 34
Play #4: Optimizing Social Security Retirement Benefits | Ep 33
Play #3: The Do’s and Don’ts of Retirement Taxes | Ep 32
Play #2: Determining How Much You Need in Retirement | Ep 31
Play #1: Maximizing the Five Years Before and After Retirement | Ep 30
Seven Plays for Winning the Most Important Ten Years to Retirement Success | Ep 29
Do I Really Need Long-Term Care Insurance? | Ep 28
4 Key Ages for Generation X in Retirement Planning | Ep 27
Should You Pay Off Your Mortgage Before Retirement? | Ep 26
Two Ways for Crowdfunding Your Future | Ep 25
Is a Financial Advisor Really Worth It? The Value of Trusted Guidance | Ep 24
The Truth About Investment Assumptions: Average vs. Actual Returns | Ep 23
The Hidden Cost of Subscription Creep: How to Take Back Control of Your Finances | Ep 22
The Top 10 Financial Choices That Define Your Future (Part 1) | Ep 18
Navigating Medicare: Making the Right Healthcare Choice in Retirement | Ep 21
The Big 4: Financial Steps Every College Grad Should Take Now | Ep 20
The Top 10 Financial Choices That Define Your Future (Part 2) | Ep 19
The Top 10 Financial Choices That Define Your Future (Part 1) | Ep 18
DIY Financial Planning? | Ep 17
Is the Roth IRA Worth Its Weight in Gold? The Truth About Retirement Savings | Ep 16
Memories vs. Money: Should You Spend on Family Trips or Save for the Future? | Ep 15