Shows / Make It Personal Podcast
Make It Personal Podcast
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…
Episodes
Make It Personal PodcastPlay #6: Planning for Healthcare in Retirement | 35
Retirement isn't just about the money, it's also about managing the health challenges that come with aging. And if you’re not prepared, healthcare costs can…
Make It Personal PodcastPlay #5: Retiring Early and Pivoting to Time Freedom | 34
More and more Americans are asking a game-changing question: What if I don’t want to wait until 65 to retire? In today`s episode of Make It Personal, we tackle…
Make It Personal PodcastPlay #4: Optimizing Social Security Retirement Benefits | Ep 33
Is there really a “right age” to claim Social Security? It’s one of the biggest decisions you’ll make as you approach retirement, and one of the easiest to get…
Make It Personal PodcastPlay #3: The Do’s and Don’ts of Retirement Taxes | Ep 32
In this episode, Mark Zagurski tackles Play #3 of the Seven Plays series: mastering the do’s and don’ts of retirement taxes. Taxes can be one of the biggest…
Make It Personal PodcastPlay #2: Determining How Much You Need in Retirement | Ep 31
Mark Zagurski explores Play #2 of the Seven Plays series: determining how much money you need in retirement. He challenges the conventional rule of thumb of…
Make It Personal PodcastPlay #1: Maximizing the Five Years Before and After Retirement | Ep 130
In this episode, Mark Zagurski dives into Play #1 of the Seven Plays series: maximizing the five years before and after retirement, dubbed the "Game of the…
Make It Personal PodcastSeven Plays for Winning the Most Important Ten Years to Retirement Success | Ep 29
Mark Zagurski introduces the eBook The Game of the Decade: Seven Plays for Winning the Most Important Ten Years to Retirement Success, targeting pre-retirees…
Make It Personal Podcast4 Ways to Pay for the Cost of Long-Term Care | Ep 28
In this episode, Mark Zagurski shares a personal story about his grandmother to underscore the importance of planning for long-term care, which 70% of…
Make It Personal Podcast4 Key Ages for Generation X in Retirement Planning | Ep 27
Mark Zagurski, a proud Gen Xer, dives into the four critical ages for Generation X (born 1965–1980) in retirement planning: 50, 59½, 62, and 73. As Gen Xers…
Make It Personal PodcastShould You Pay Off Your Mortgage Before Retirement? | Ep 26
In this episode, Mark Zagurski tackles the hotly debated question: should you pay off your mortgage before retirement? With nearly 20% of homes in major U.S…
Make It Personal PodcastTwo Ways for Crowdfunding Your Future | Ep 25
In this episode of the Make It Personal Podcast, Mark Zagurski explores two time-tested strategies, life insurance and annuities, that act as a form of…
Make It Personal PodcastIs a Financial Advisor Really Worth It? The Value of Trusted Guidance
In this episode of the Make It Personal Podcast, host Mark Zagurski tackles one of the most common, and important, questions people ask: Do I really need a…
Make It Personal PodcastThe Truth About Investment Assumptions: Average vs. Actual Returns
In this episode of the Make It Personal Podcast, host Mark Zagurski tackles one of the most overlooked yet critical components of financial planning…
Make It Personal PodcastThe Hidden Cost of Subscription Creep: How to Take Back Control of Your Finances | EP 22
In this episode of the Make It Personal Podcast, host Mark Zagurski takes a lighthearted but impactful look at a growing financial trap many of us fall into…
Make It Personal PodcastNavigating Medicare: Making the Right Healthcare Choice in Retirement | EP 21
In this episode of the Make It Personal Podcast, host Mark Zagurski tackles one of the most confusing and critical aspects of retirement: planning for…
Make It Personal PodcastThe Big 4: Financial Steps Every College Grad Should Take Now | EP 20
In this episode of the Make It Personal Podcast, Mark Zagurski takes recent college graduates, and those advising them, through the essential first steps to…
Make It Personal PodcastThe Top 10 Financial Choices That Define Your Future (Part 2) | Ep 19
In this episode of the Make It Personal Podcast, Mark wraps up the two-part series on the 10 most important financial decisions that shape your long-term…
Make It Personal PodcastThe Top 10 Financial Choices That Define Your Future (Part 1) | Ep 18
In this episode of the Make It Personal Podcast, the team dives into one of life’s most overwhelming and yet critical arenas: financial decision-making. Host…
Make It Personal PodcastReddit, Credit Karma, and the Myth of the Perfect Plan | Ep 17
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…
Make It Personal PodcastIs the Roth IRA Worth It’s Weight in Gold? The Truth About Retirement Savings | Ep 16
In this episode, Mark Zagurski tackles a crucial financial question sparked by a conversation with his video producer—Is the Roth IRA the gold standard? With…
Make It Personal PodcastMemories vs. Money: Should You Spend on Family Trips or Save for the Future? | Ep 15
Time moves fast, and for parents, the reality is stark—by the time a child turns 18, 80-90% of your time together has already passed. This episode dives deep…
Make It Personal PodcastHow Millionaires Are REALLY Made (The Truth No One Tells You) | Ep 14
What does it really take to become a millionaire? In this episode, host Mark Zagurski explores the realities behind wealth accumulation, challenging the myth…
Make It Personal PodcastHow 401(k) Withdrawals Are Really Taxed (Most People Get This Wrong!) | Ep 13
In this episode, host Mark Zagurski takes a deep dive into one of the most misunderstood aspects of personal finance—taxes in retirement. Many people assume…
Make It Personal PodcastThink You Don’t Need a Financial Advisor? Here’s Why You’re Wrong | Ep 12
In the final episode of this enlightening podcast series, the focus shifts to Principle #7: Find Good Financial Advice Tailored to Fit Your Needs. Over the…
Make It Personal PodcastWhy Conventional Financial Advice Is Keeping You Broke | Ep 11
In this episode, host Mark Zagurski continues his exploration of the Seven Principles for Your Success with Principle #6: Conventional Advice Is Too…
Make It Personal PodcastMost People Get This Wrong About Retirement Investing—Do You? | Ep 10
In this episode of the Make it Personal podcast, host Mark Zagurski dives into Principle #5 of the Seven Principles for Your Success:Retirement Investing –…
Make It Personal PodcastMost People Are Underinsured—Here’s How to Protect Your Wealth | Ep 9
In this episode of the podcast, we dive into Principle #4 of the Seven Principles for Your Success: Protect Your Most Important Asset First—You and Your…
Make It Personal PodcastFinancial Freedom vs. Instant Gratification—Which One Are You Choosing? | Ep 8
In this episode of the Make it Personal podcast, the journey through the Seven Principles for Your Success continues with Principle #3: Emotional Wants vs…
Make It Personal PodcastShould You Save or Invest? The Truth No One Talks About | Ep 7
In this episode of Make It Personal, host Mark Zagurski dives into Principle #2 of the Seven Principles for Your Success: Savings vs. Investing: Know the…
Make It Personal PodcastThe One Skill That Separates Wealthy People from Everyone Else | Ep 6
In this episode, the Make It Personal podcast begins an in-depth exploration of the 7 Principles for Your Financial Success, starting with Principle #1: Your…
Make It Personal PodcastSocial 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…
Make It Personal PodcastThe 10/4/80 Retirement “Cheat Code”: A Genius Hack or a Dangerous Myth? | Ep 4
Is there a “cheat code” for retirement planning? In this episode, Mark Zagurski, Director of Strategy and Communication for Mutual of Omaha Advisors, dives…
Make It Personal PodcastProtecting Yourself from Sequence of Returns: The Risk Many Retirees Miss | Ep 3
In this episode, host Mark Zagurski tackles one of the most pressing questions for retirees: how much of your retirement assets should be invested in the stock…
Make It Personal Podcast62, 67, or 70? The Best Age to Take Social Security Might Surprise You | Ep 2
Join host Mark Zagurski as he unpacks the complexities of incorporating Social Security benefits into your retirement planning. Whether you’re just starting to…
Make It Personal PodcastTrailer
Where do you turn for financial advice? In this episode, host Mark Zagurski dives into the pitfalls of relying on TikTok trends, Instagram influencers, and…