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Make It Personal Podcast

Make It Personal Podcast

Auteur(s): Mutual of Omaha Advisors
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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-quoteMutual of Omaha Advisors Finances personnelles Économie
Épisodes
  • The Hard Truth About Instant Gratification You Don’t Want to Hear | EP 49
    Dec 11 2025
    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 of Make It Personal, we uncover “The Instant Gratification Trap”, and how to build real peace, patience, and purpose in a world that’s always chasing “now.”


    What You’ll Learn / Highlights

    → Why your brain is wired to crave instant rewards (and how to retrain it)

    → The real cost of “quick comfort”, in time, focus, and money

    → 3 practical tools to break the cycle: The 10-Minute Rule, mindful consumption, and vision anchoring

    → How to balance joy today with peace of mind tomorrow

    → A healthier approach to discipline that still leaves room for fun


    Connect with Mutual of Omaha Advisors through the following links:


    → Download The Game of the Decade eBook


    → Download the Seven Principles eBook


    → Instagram


    → Facebook - Mutual of Omaha Advisors


    → Sign Up For a Free Financial Strategy Meeting


    --

    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.



    Voir plus Voir moins
    7 min
  • From Overwhelmed to Confident: The Step Nobody Talks About When You Start Investing | EP 48
    Dec 4 2025

    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 stock or still think you’re “bad with money.” This is your beginner-friendly roadmap to build wealth confidently, one simple, personal step at a time.


    What You’ll Learn / Highlights

    → Why saving alone rarely builds wealth, and how compounding does (investing for beginners)

    → Which account to use first (401(k) match), and when to choose Roth IRA, Traditional IRA, or a brokerage

    → The owner mindset vs. trader mindset—why “own great companies” wins long term

    → Common rookie mistakes (chasing hot sectors) and how to avoid panic during volatility



    Connect with Mutual of Omaha Advisors through the following links:


    → Download The Game of the Decade eBook


    → Download the Seven Principles eBook


    → Instagram


    → Facebook - Mutual of Omaha Advisors


    → Sign Up For a Free Financial Strategy Meeting


    --

    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.



    Voir plus Voir moins
    10 min
  • The Lie You’ve Been Told About “Playing It Safe” with Your Money | EP 47
    Nov 26 2025

    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


    → The simple math behind a 7-year retirement target, and why “savings only” falls short.

    → How to shift from high-yield saving to true ownership (investing with purpose vs “dabbling”).

    → The hidden risk of single-life pension choices and how to protect a younger spouse.

    → Why estate documents (will/trust) are step zero for generational wealth.

    → The “protection stack” that makes a plan self-completing (life, DI, LTC)


    Connect with Mutual of Omaha Advisors through the following links:


    → Download The Game of the Decade eBook


    → Download the Seven Principles eBook


    → Instagram


    → Facebook - Mutual of Omaha Advisors


    → Sign Up For a Free Financial Strategy Meeting


    --

    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.



    Voir plus Voir moins
    10 min
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