Latest / Make It Personal Podcast
Making $3M a Year Didn’t Make Them Feel Secure | EP 90
What if making more money did not actually make your financial life feel more secure?
In this episode of Make It Personal, we share a real financial planning story about a high-income physician family earning over $3 million a year who still felt pressure from taxes, lifestyle creep, retirement planning, college savings, insurance decisions, and the fear that their income might not last forever.
Mutual of Omaha advisor Franklin Mohri joins the show to explain how this family moved from feeling overwhelmed to building a clearer financial plan with better budgeting, advanced tax planning…
The skinny
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