Looking for practical financial advice without the jargon? The Make It Personal Podcast from Mutual of Omaha Advisors features conversations with financial p…
5:4969 views · 4d ago · 5:49
Most people think tax planning happens when they file a return. By then, the biggest opportunities may already be gone. In Episode 95 of Make It Personal, we explain why proactive tax strategy, not once-a-year tax preparation, should be part of every major financial planning decision.
10:28124 views · 1w ago · 10:28
Guest: Catherine Damron
What happens when you inherit $1 million but don't know what to do next? For one woman, a simple life insurance beneficiary change opened the door to a bigger conversation about retirement planning, financial security, inheritance planning, and protecting her family's future.
5:2969 views · 2w ago · 5:29
Every dollar in your financial plan should have a job. Some money should pursue long-term growth. Some should remain accessible for emergencies and opportunities. Some should protect your family, and some should provide flexibility when life or financial markets change.
Showing the 3 most recent episodes. Everything plays right here on Pod Atlas.
Have thoughts about Make it Personal Podcast? Share them with other listeners.
Discuss this podcast