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 Mike Tyson quotes to real stories from the field, this episode unpacks:
The surprising results of searching “DIY financial planning steps” online
Why financial advice on social media isn’t as helpful as it sounds
The single most overlooked key to any successful financial plan
How behavioral economics explains why we often sabotage our financial goals
Why working with a financial advisor might be the most "personal" thing you can do
Mark also shares a moving personal story about loss, resilience, and the value of human guidance during life’s hardest financial (and emotional) curve balls.
“It’s never too late to create a plan for the financial security and freedom you deserve.”
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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.
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