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
Download the Seven Principles eBook: https://makeitpersonalpodcast.com/free-ebook-page?utm_source=podcast&utm_medium=allplatforms&utm_mediacode=FCF&utm_campaign=makeitpersonal
In this episode, Mark Zagurski shares a personal story about his grandmother to underscore the importance of planning for long-term care, which 70% of 65-year-olds will need. He outlines four options to manage these costs: paying out of poc...
Download the Seven Principles eBook: https://makeitpersonalpodcast.com/free-ebook-page?utm_source=podcast&utm_medium=allplatforms&utm_mediacode=FCF&utm_campaign=makeitpersonal
Mark Zagurski, a proud Gen Xer, dives into the four critical ages for Generation X (born 1965–1980) in retirement planning: 50, 59½, 62, and 73. As Gen Xers juggle peak earning years with expenses like mortgages and kids’ education, Mark hi...
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
In this episode, Mark Zagurski tackles the hotly debated question: should you pay off your mortgage before retirement? With nearly 20% of homes in major U.S. metros owned by people 65 and older still carrying mortgages, this decision carri...
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
In this episode of the Make It Personal Podcast, Mark Zagurski explores two time-tested strategies, life insurance and annuities, that act as a form of “crowdfunding” to secure your financial future and that of your family. While mo...
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In this episode of the Make It Personal Podcast, host Mark Zagurski tackles one of the most common, and important, questions people ask: Do I really need a financial advisor? With so much financial content flooding the internet, from talki...
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
In this episode of the Make It Personal Podcast, host Mark Zagurski tackles one of the most overlooked yet critical components of financial planning: assumptions. Every solid financial plan relies on a mix of facts, like your age an...
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
In this episode of the Make It Personal Podcast, host Mark Zagurski takes a lighthearted but impactful look at a growing financial trap many of us fall into: subscription creep. With humor, a nod to classic Gen X TV, and real-world data, M...
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
In this episode of the Make It Personal Podcast, host Mark Zagurski tackles one of the most confusing and critical aspects of retirement: planning for healthcare. With nearly 99% of retirees age 65 and older qualifying for Medicare, unders...
In this episode of the Make It Personal Podcast, Mark Zagurski takes recent college graduates, and those advising them, through the essential first steps to financial success after graduation. From ancient graduation traditions like diplomas and gowns to the more modern tradition of student loan debt, this episode highlights both the history and the current challenges facing today’s grads.
With student debt averaging over $29,000 an...
In this episode of the Make It Personal Podcast, Mark wraps up the two-part series on the 10 most important financial decisions that shape your long-term success. Building on last week’s exploration of education, career, budgeting, and saving, this episode tackles the next five pivotal choices that deepen and secure your financial foundation.
Mark revisits the crucial difference between saving and investing, explaining why both are ...
In this episode of the Make It Personal Podcast, the team dives into one of life’s most overwhelming and yet critical arenas: financial decision-making. Host Mark walks listeners through the sheer volume of choices we make daily, estimated at 35,000 per day, and zooms in on the 10 most important financial decisions that shape long-term success. This episode kicks off with the first five, helping listeners break down complex topics ...
In this episode of the Make It Personal Podcast, host Mark Zagurski pulls back the curtain on DIY financial planning. With over 30 years of experience in insurance, investments, and strategic communication, Mark takes you on a journey into what today’s internet really says about "doing it yourself" when it comes to finances—and why that might not be your best move.
From Google searches to Reddit threads, from 9 steps to 12, from Mik...
In this episode, Mark Zagurski tackles a crucial financial question sparked by a conversation with his video producer—Is the Roth IRA the gold standard? With nearly 30 years of experience in training and developing financial advisors at Mutual of Omaha Advisors, Mark breaks down the differences between Roth and Traditional IRAs, explaining the advantages and trade-offs of each.
Listeners will gain a deeper understanding of:
• How th...
Time moves fast, and for parents, the reality is stark—by the time a child turns 18, 80-90% of your time together has already passed. This episode dives deep into the importance of family vacations, financial planning, and balancing present experiences with future security.
Drawing from studies on childhood memories, vacation spending statistics, and financial planning insights, host Mark Zagurski explores:
• Why family vacations cr...
What does it really take to become a millionaire? In this episode, host Mark Zagurski explores the realities behind wealth accumulation, challenging the myth that millionaires are simply born into money. Drawing from Ramsey Solutions’ National Study of Millionaires and the insights of The Millionaire Next Door, Mark uncovers how financial success is built through intentional habits, smart investments, and disciplined financial plan...
In this episode, host Mark Zagurski takes a deep dive into one of the most misunderstood aspects of personal finance—taxes in retirement. Many people assume that once they stop working, their tax burden will automatically decrease, but the reality is far more complex. With a tax code that grows more complicated every year, understanding how federal income tax applies to your retirement savings is crucial.
Drawing from over 30 years ...
In the final episode of this enlightening podcast series, the focus shifts to Principle #7: Find Good Financial Advice Tailored to Fit Your Needs. Over the past seven episodes, host Mark Zagurski has explored the Seven Principles for Your Success, including building a strong career foundation, balancing savings and investing, and protecting your family’s financial future. Mark ties it all together with the essential cornerstone: pe...
In this episode, host Mark Zagurski continues his exploration of the Seven Principles for Your Success with Principle #6: Conventional Advice Is Too Conventional – The Wisdom of Building Your Own Capital. After diving into career growth, saving vs. investing, and retirement planning, Mark shifts to a critical yet often overlooked aspect of personal finance: creating and safeguarding your own capital.
Building your own capital means ...
In this episode of the Make it Personal podcast, host Mark Zagurski dives into Principle #5 of the Seven Principles for Your Success:Retirement Investing – It’s Personal and Subject to Change. Building on the foundations laid in previous episodes, Mark takes a personalized approach to the complexities of retirement planning. With retirement potentially lasting 30 years or more, this principle highlights the importance of tailored s...
In this episode of the podcast, we dive into Principle #4 of the Seven Principles for Your Success: Protect Your Most Important Asset First—You and Your Family. Building on the foundation laid in previous episodes, host Mark Zagurski highlights why personal financial protection is the cornerstone of any effective financial plan.
Listeners will learn the importance of safeguarding their income and family’s future with life insurance,...
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