Chase Natalie

Chase Natalie Disclosures: This is not an offer or solicitation in any jurisdiction where we are not authorized to do business 1. Insurance Licensed in: CO 2.

Disclosure: http://www.mutualofomaha.com/disclosure/ ‎‎3.‎ Securities and advisory services offered through Mutual of Omaha Investor Services, Inc., Member FINRA (www.finra.org)/SIPC(www.sipc.org). 4. Mutual of Omaha Advisors is a division of Mutual of Omaha Insurance Company. 5. The third-party comments displayed are not verified, may not be accurate and are not necessarily representative of our

client experiences. 6. This page/profile may contain links to a variety of sites maintained by third parties. We do not endorse, warrant or approve of the content, correctness or accuracy of those third party sites.

07/07/2025

Should you pay off your mortgage before retirement? 🏡 It’s one of the most debated questions in personal finance and there’s no one-size-fits-all answer. For some, eliminating debt brings peace of mind. For others, keeping a low-rate mortgage frees up cash for other opportunities. Wondering what’s right for you?

🎧 Learn more in Episode 26 of Make it Personal, out now on all major podcast platforms.

🔗 https://bit.ly/4lkV7Py

06/24/2025

There’s no one-size-fits-all when it comes to money. If you want real financial security, your plan should be personal. The right advisor can help you avoid missed opportunities and help make smart, sustainable moves. Listen to episode 24 of the Make it Personal podcast to learn where to start.

🔗 https://bit.ly/3IaclQO

06/17/2025

Your retirement plan depends on three key factors: longevity, inflation, and rate of return. The one most often underestimated? Inflation, and it can quietly shrink your future lifestyle.

🎧 Learn more in Episode 23 of the Make it Personal Podcast, out now on all major podcast platforms.

🔗 https://bit.ly/4605Ee5

06/11/2025

Paying for subscriptions you haven’t used in a month? You’re not alone. Many people are spending money on services they rarely use and don’t even realize it. 👉 What does that have to do with personal finance? Everything. It’s about knowing where your money is going, so you can start saving and investing with purpose.

Episode 22 of Make it Personal podcast is out now. Click the link below to learn how small shifts can lead to smarter financial decisions.

🔗 https://bit.ly/4kVdYzW

Looking to build a strong financial strategy? Follow on Instagram for weekly tips, real-life insights, and conversation...
06/06/2025

Looking to build a strong financial strategy? Follow on Instagram for weekly tips, real-life insights, and conversations that make building a strong financial strategy feel doable.

🔗 https://bit.ly/3ZgrwxN

Major financial decisions, such as education and career, can significantly impact long-term financial stability and inco...
05/28/2025

Major financial decisions, such as education and career, can significantly impact long-term financial stability and income potential. Carefully managing student loans and other debt can be essential for financial security and quality of life.

Working with a professional can help you balance a financial strategy, connect with me today to learn more!

05/26/2025

Let’s be real, saving isn’t always easy, especially right out of college. But you don’t have to start big to make progress. Even $10 a week can get the ball rolling. It’s about building habits that create stability, so you’re ready for whatever life throws your way. Tune into the latest episode of Make It Personal for simple ways to start saving now.

🔗 https://bit.ly/4kdaTLZ

05/21/2025

Some decisions shape the rest of your life - retirement is one of them. Without a plan, you risk outliving your money instead of making it last. Episodes 18 & 19 of the Make It Personal Podcast break down the 10 most important financial decisions you'll make in your lifetime. Available now wherever you listen!

🔗 https://bit.ly/4jcTqla

Major financial decisions — such as education, career and location —significantly impact long-term financial stability, ...
05/14/2025

Major financial decisions — such as education, career and location —significantly impact long-term financial stability, income potential, cost of living and job opportunities. So, careful planning can be essential for financial security and quality of life.

Click the link below to hear more on how working with a professional can help make some of these decisions clear on episode 18 of Make it Personal.

🔗 https://bit.ly/3F1G5yl

People often face “choice overload”, due to the vast number of daily decisions they have to make, including financial an...
05/09/2025

People often face “choice overload”, due to the vast number of daily decisions they have to make, including financial and personal ones. Explore the impact of decision fatigue and how some choices are made by default. Click the link below to hear more in episode 18 of Make it Personal Podcast.

🔗 https://bit.ly/3GGQ50u

It’s important to understand some key differences between Roth IRAs and Traditional IRAs; same with Roth 401(k)s and tra...
04/30/2025

It’s important to understand some key differences between Roth IRAs and Traditional IRAs; same with Roth 401(k)s and traditional 401(k)s:

• Roth IRA/401(k): Pay taxes now, potential tax-free withdrawals later
• Traditional IRA/401(k): Tax-free contributions now, taxed withdrawals later
• The choice is often based on future tax expectations, and is unique to your situation

Hear more on the key differences by listening to the Make it Personal Podcast. Click the link below to tune in.

🔗 www.youtube.com/

While vacations can be expensive, with many families taking on debt for trips, the key is to plan ahead and budget wisel...
04/22/2025

While vacations can be expensive, with many families taking on debt for trips, the key is to plan ahead and budget wisely. Some online sources suggest spending a certain percentage of income on vacations, but financial decisions should align with personal circumstances and long-term goals.

A financial advisor can help create a plan that allows you to enjoy today while also providing security for tomorrow. Personal finance is unique to each individual, and having a strategy in place can help provide financial security and peace of mind.

Listen to episode 15 for tips on how to plan financially for vacations.
🔗 https://bit.ly/42BKLCM

Address

9155 E Nichols Avenue, Ste 250
Centennial, CO
80112

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+14063803072

Website

Alerts

Be the first to know and let us send you an email when Chase Natalie posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Chase Natalie:

Shortcuts

Share

Category