Social Media vs. Real Financial Advice: Who Should You Trust? | Ep 5

In this episode of the Make It Personal podcast, Mark Zagurski challenges the common belief that financial planning is a do-it-yourself project. While it’s tempting to rely on online resources, social media, or advice from well-meaning friends and family, DIY financial planning often overlooks the complexities and nuances of personal finance. From budgeting and investing to retirement and estate planning, Mark emphasizes that financial decisions should be as unique as the individuals making them.

Listeners will learn the pitfalls of relying on generic advice, including the risks of one-size-fits-all strategies offered by financial “gurus” on social platforms. Mark shares insights into the personalized approach Mutual of Omaha Advisors take, rooted in seven key principles for financial success. These principles—ranging from protecting your income to building your own capital—serve as a roadmap for achieving financial freedom tailored to your needs and goals.

Key takeaway points include:

• Why cookie-cutter advice fails to address individual circumstances.

• The importance of understanding emotional wants versus financial needs.

• How a trusted advisor can provide clarity, wisdom, and a customized plan.

For those seeking more than broad “rules of thumb,” this episode delivers practical wisdom to help you rethink your financial strategy. Ready to take control of your financial future? Download the Seven Principles for Your Financial Success eBook through the link in the show notes and subscribe to stay informed. Your personalized financial journey starts here.

“Financial planning isn’t a DIY project; it’s a tailored process requiring expertise and personal insight to achieve long-term success.” - Mark Zagurski

Connect with Mutual of Omaha Advisors through the following links:

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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.