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. https://makeitpersonalpodcast.com/get-a-quote
Episodes
In this episode of Make It Personal, we step into a unique perspective: what would I say to my 51-year-old self, not from the view of retirement, but right in the middle of the journey? If you’re in your 40s or 50s and wondering whether you’re really on track, this conversation is for you.
What if two simple financial concepts could help you bring more clarity, coordination, and confidence to your investment strategy?
In this episode of Make It Personal, we’re unpacking two often-confused, but incredibly important, terms in financial planning: asset allocation and asset location. While they may sound alike, these tools serve very different purposes. And understanding how they work together can transform the way yo...
Is there a “secret weapon” for retirement income that most people overlook or misunderstand?
When it comes to retirement planning, most of us think 401(k)s, IRAs, or market-based investments. But there’s a tool you’ve probably heard of, maybe even avoided, that could play a crucial role in securing your future: annuities. Are they helpful or hype? Simple or overly complex? In this episode of Make It Personal, we’re clearing up the c...
Ever wonder if your employer's 401(k) match can grow tax-free like your Roth contributions? You’re not alone, and thanks to a recent law change, the answer might surprise you.
In this episode of Make It Personal, we tackle a smart question from Jennifer about how employer contributions work when you’re saving into a Roth 401(k). For years, the rules were straightforward: your contributions could be Roth, but your employer's matc...
What really happens the day after your last day of work? One retiree opens up about the surprises, joys, and real-life challenges of life after 42 years on the job.
Rick gives us a deeply honest look at his first year of retirement, not the highlight-reel version, but the real one. From relearning how to structure his days to facing the emotional shift of losing his professional identity, Rick walks us through the highs, lows, a...
You’re helping everyone, but who’s helping you?
If you’re a Gen Xer, you might feel like the glue holding it all together, launching kids, checking in on aging parents, grinding at work, and still trying to save for your own retirement. This episode dives into the invisible load so many Gen Xers carry, and what it’s costing them.
In this episode of Make It Personal, we unpack the quiet sacrifices Gen Xers make in the name of love...
If you're in retirement, or approaching it, you know about Required Minimum Distributions (RMDs). The IRS says you have to start withdrawing money from your retirement accounts. But what if you don’t actually need the money right now? What if it feels more like a tax trap than a reward for deca...
Roth or traditional: how do you choose? If you've ever wondered when it's time to shift from a traditional 401(k) to a Roth, you're not alone. In this listener-led episode of Make It Personal, we tackle a smart, real-life question from Nicholle abo...
You planned, saved, and sacrificed for decades, so why is spending in retirement so hard?
After a lifetime of discipline and diligent saving, retirement arrives… and with it, an unexpected emotional hurdle: switching from Read more
They did it, the Bridstons paid off their home in Southern California. No loan. No mortgage. Just freedom.
But what happens after the big goal is reached? In this episode of Make It Personal...
What if the things that make us feel good right now are quietly stealing our future joy?
From one-click purchases to endless scrolling, we’re surrounded by temptation, and it’s costing us more than we realize. In this episode o...
If your money could work for you while you sleep, would you let it?
In this episode, you’ll learn how to start investing, even if you’ve never bought a single s...
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
Financial stress isn’t “just in your head”, it’s your brain doing ancient survival work in a modern money world. In this episode, biologist and author Dr. Rebecca Heiss breaks down the science of ...
What if the secret to becoming a millionaire has nothing to do with luck, and everything to do with daily, quiet decisions?
Here’s the truth: most millionaires don’t look like the ones you see on social media. No flashy sports cars, no massive mansions, and no viral success stories. About 80% of millionaires are self-made, and they’ve built wealth by following simple, repeatable habits that anyone can start today.
In this episode of ...
Is your legacy something you’re building... or something you’re hoping will just happen?
Most people say they want to leave a legacy. But here’s the hard truth: nearly 70% never take steps to define what that means for them, or put a plan in place to make it happen. In this episode of Make It Personal, we’re challenging the narrow idea that legacy is just about money. Because when you pause and ask, “What do I want to be remembered ...
We say we want to protect our families. So why don’t we feel ready to? 9 out of 10 Americans feel a deep responsibility to protect their loved ones, but only 2 in 10 believe they’re financially prepared to do it. That disconnect is more than just a stat, it’s a wake-up call. In this episode of Make It Personal, we get honest about the gap between good intentions and real-life readiness, and how to close it, starting today.
Host Mark...
Is your financial future safe in the hands of a robot?
With all the hype around artificial intelligence, it’s tempting to think AI might soon handle everything, even your money. But can it really replace the personal insight, emotional intelligence, and deep care that a human financial advisor brings to the table?
In this episode of Make It Personal, Mark Zagurski explores the limits of artificial intelligence in the world of financi...
Ever wonder if the Tooth Fairy could double as a financial advisor?
That first wiggly tooth isn’t just a rite of passage, it’s a golden opportunity to start teaching your kids about money. While you’re fumbling for spare change and sneaking into bedrooms by moonlight, there’s a bigger story unfolding… one that could shape your child’s relationship with money for life.
In this episode of Make It Personal, host Mark Zagurski reveals ho...
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