David Russo - Mutual of Omaha

08/27/2026

Have you ever wondered if technology can really understand what's most important about your financial goals?

Episode 86 of Make It Personal explores the growing role of AI in financial planning and why personal priorities still matter when making important money decisions.

🎧 Watch here: https://mutualofomaha.co/4qD6uWm

08/20/2026

Many families are balancing several financial priorities at once.

Saving for retirement, helping children through college, managing debt, and preparing for the future can feel overwhelming without a plan.

This episode of Mutual of Omaha Advisors' Make It Personal Podcast shares a meaningful conversation about helping families gain clarity and confidence when making important financial decisions.

🎙️ Watch Episode 85: https://mutualofomaha.co/4wY9E93

08/13/2026

Do all catch-up contributions now have to be Roth?

Episode 84 of Make It Personal clears up one of the biggest misconceptions surrounding the SECURE 2.0 legislation by explaining who the new Roth catch-up contribution rules apply to—and why understanding the details can lead to better retirement and tax planning decisions.

Watch here: https://mutualofomaha.co/4bJ6zBY

08/06/2026

What if your Required Minimum Distribution is more than you actually need to spend?

Episode 83 of Make It Personal explores why RMDs are simply a withdrawal rule—not a spending rule—and how thoughtful planning can help you make more intentional retirement decisions.

Watch here: https://mutualofomaha.co/4w4sASN

07/30/2026

Have you ever noticed how quiet it gets when work ends?

Episode 82 of Make It Personal explores why retirement is about more than managing investments.

Watch here: https://mutualofomaha.co/4bg3uJm

07/29/2026

Does retirement seem like a distant dream? With FIRE, it may be closer than you think. FIRE (Financial Independence, Retire Early) is a financial strategy that’s helped many people enjoy retirement years earlier than expected.

Click below to explore a FIRE retirement calculator plus four mistakes to avoid when planning. https://mutualofomaha.co/4tZV6nZ

07/27/2026

If you’ve ever wondered whether your income affects your ability to contribute to a Roth IRA, you’re not alone. This article explains how eligibility rules work and why monitoring income changes can help you avoid surprises at tax time.

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07/23/2026

What if the biggest threat to your retirement isn't the market—but an unexpected long-term care event?

Episode 81 of Make It Personal features Mutual of Omaha Advisor John Bronzema, who shares how coordinated planning helped one couple protect their retirement income, prepare for future care needs, and leave a meaningful legacy for their family.

Watch here: https://mutualofomaha.co/4wQnNp0

07/22/2026

Choosing the right retirement plan is not always straightforward. With options like 401(k)s, IRAs, and other strategies, each comes with different benefits, tax advantages, and long-term considerations.

This article breaks down how to evaluate different retirement plans and what to consider when deciding what fits your goals.

There is no one-size-fits-all approach. The right plan depends on your income, tax situation, timeline, and long-term objectives. In many cases, a combination of strategies can help create a more balanced and flexible retirement plan.

I work with clients to simplify these decisions and build a strategy that aligns with where they are today and where they want to go in the future.

If you are unsure which retirement plan makes the most sense for you, it may be time to take a closer look.

Discover different retirement plans and the factors to consider when choosing a specific type. Learn the pros and cons of each plan, as well as the tax implications.

07/20/2026

Life insurance is meant to help protect the people or causes you care about most. That's why choosing the right beneficiary can be so important. Without a beneficiary, your life insurance proceeds may not go where you want them to.

You’ve decided to purchase a life insurance policy, but don’t know how to choose a beneficiary. Here are tips to help you get started.