『Make It Personal Podcast』のカバーアート

Make It Personal Podcast

Make It Personal Podcast

著者： Mutual of Omaha Advisors
無料で聴く

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 Financial Advisors. https://makeitpersonalpodcast.com/get-a-quoteMutual of Omaha Advisors 個人ファイナンス 経済学
エピソード
  • Hope Is Not a Strategy for Business Protection | EP 73

    Hope Is Not a Strategy for Business Protection | EP 73
    2026/05/28

    Most business owners work hard to grow revenue, serve clients, and build something that lasts. But one unexpected event can undo years of progress if the business is not protected the right way. In this episode of the Seven Pillars mini-series based on Profit, Protect, Prosper, we break down why hope is not a business strategy and what real protection planning looks like.

    This conversation is for entrepreneurs, partners, founders, and family business owners who want to reduce risk, protect ownership, and prepare for major disruption before it happens. If you have ever wondered whether your company could survive the loss of an owner, a sudden exit, a disability event, or a financial shock, this episode will help you think more clearly about the gaps that could threaten everything you have built.


    You’ll Learn:

    → Why protection is more than insurance and why a funded buy-sell agreement matters if partners ever need to transfer ownership smoothly.

    → We also cover succession planning, compliance, contracts, key-person risk, and how resilient businesses prepare for the unexpected before chaos forces hard decisions.



    Connect with Mutual of Omaha Advisors through the following links:

    → Download The Game of the Decade eBook: https://makeitpersonalpodcast.com/free-ebook-page-2

    → Download the Seven Principles eBook: https://makeitpersonalpodcast.com/free-ebook-page?utm_source=podcast&utm_medium=allplatforms&utm_mediacode=FCF&utm_campaign=makeitpersonal

    → Instagram: https://www.instagram.com/makeitpersonal_podcast/

    → Facebook - Mutual of Omaha Advisors: https://www.facebook.com/MutualofOmahaAdvisorsFB

    → Sign Up For a Free Financial Strategy Meeting: https://makeitpersonalpodcast.com/get-connected/?utm_source=podcast&utm_medium=allplatforms&utm_mediacode=FCF&utm_campaign=makeitpersonal


    --


    Investing involves risk, including loss of principal.

    This podcast is for educational purposes only and may include references to concepts that have legal and/or tax implications. Mutual of Omaha Investor Services, Inc. does not provide tax or legal advice. Please consult with the appropriate professional regarding your personal situation prior to making any financial decisions. Strategies discussed may not be suitable for everyone. Securities and advisory services offered through Mutual of Omaha Investor Services, Inc. Member FINRA/SIPC. Mutual of Omaha Advisors is a division of Mutual of Omaha Insurance Company.
    続きを読む 一部表示
    2 分
  • How to Fund Your Retirement AND Your Family’s Future| EP 72

    How to Fund Your Retirement AND Your Family’s Future| EP 72
    2026/05/21
    What if your money could do more than just cover retirement, what if it could build a legacy that empowers your children, grandchildren, and even great-grandchildren? In this episode of Make It Personal, we introduce the Legacy Loop, a long-term wealth strategy designed to help you enjoy life now while creating a multi-generational financial foundation. This isn’t about get-rich-quick schemes or luck. It’s about intentional financial planning, smarter portfolio decisions, and building structures that protect and grow wealth over decades. You’ll learn how families balance lifestyle spending with legacy accounts, and how tools like trusts, endowments, and strategic life insurance can provide protection, liquidity, and long-term flexibility. We also explore how investing in future-forward opportunities, like AI infrastructure and sustainable technology, can compound across generations. But the biggest missing piece for most families isn’t just money, it’s financial literacy. Because wealth without education often disappears. If you’ve ever wondered how to create generational wealth, fund retirement confidently, and give your family a real head start, this episode is your blueprint.You’ll learn:→ How to balance retirement income planning with long-term legacy building without draining family wealth later. → How to use enduring wealth structures like trusts, endowments, and advisory frameworks to protect assets and keep generational planning organized. → How strategically designed life insurance can create liquidity, fund family needs, and jumpstart a legacy plan even when other investments are modest. → How mentorship and financial education turn inheritance into a repeatable wealth system where each generation reinvests, innovates, and strengthens the cycle.Connect with Mutual of Omaha Advisors through the following links:→ Download The Game of the Decade eBook: https://makeitpersonalpodcast.com/free-ebook-page-2→ Download the Seven Principles eBook: https://makeitpersonalpodcast.com/free-ebook-page?utm_source=podcast&utm_medium=allplatforms&utm_mediacode=FCF&utm_campaign=makeitpersonal→ Instagram: https://www.instagram.com/makeitpersonal_podcast/→ Facebook - Mutual of Omaha Advisors: https://www.facebook.com/MutualofOmahaAdvisorsFB→ Sign Up For a Free Financial Strategy Meeting: https://makeitpersonalpodcast.com/get-connected/?utm_source=podcast&utm_medium=allplatforms&utm_mediacode=FCF&utm_campaign=makeitpersonal--Investing involves risk, including loss of principal. This podcast is for educational purposes only and may include references to concepts that have legal and/or tax implications. Mutual of Omaha Investor Services, Inc. does not provide tax or legal advice. Please consult with the appropriate professional regarding your personal situation prior to making any financial decisions. Strategies discussed may not be suitable for everyone. Securities and advisory services offered through Mutual of Omaha Investor Services, Inc. Member FINRA/SIPC. Mutual of Omaha Advisors is a division of Mutual of Omaha Insurance Company.
    続きを読む 一部表示
    5 分
  • Why Waiting Until April Could Cost You More in Taxes | EP 71

    Why Waiting Until April Could Cost You More in Taxes | EP 71
    2026/05/14
    If April is the only time you think about taxes, you may be paying more than necessary. In this episode of Make It Personal, we break down why tax strategy is not just about filing returns or staying compliant. It is about building year-round control over your income, expenses, cash flow, and long-term financial decisions. This episode is for business owners, entrepreneurs, and S-corp owners who want to stop reacting to tax deadlines and start using proactive tax planning to make smarter moves before the year ends. You will learn how tax projections, timing decisions, retirement contributions, equipment purchases, and compensation planning can all affect what you owe. If you want better business tax strategy, lower stress, more financial clarity, and more confidence around growth decisions, this episode will show you why proactive tax planning matters and how it can help you keep more of what you earn while making better decisions throughout the year.You’ll Learn:→ Why taxes should be treated as a year-round business discipline instead of a once-a-year event. → How the timing of income and expenses can change your tax outcome, why equipment purchases before year-end may matter, and how retirement contributions through the business can play a role in a smarter tax plan. → How S-corp owners can think about salary and distributions more strategically, and why reviewing tax projections during the year can help you make better hiring, investing, and growth decisions. This conversation is all about proactive tax planning, business tax strategy, tax projections, year-end tax moves, and financial clarity for entrepreneurs who want more control and fewer surprises.Connect with Mutual of Omaha Advisors through the following links:→ Download The Game of the Decade eBook: https://makeitpersonalpodcast.com/free-ebook-page-2→ Download the Seven Principles eBook: https://makeitpersonalpodcast.com/free-ebook-page?utm_source=podcast&utm_medium=allplatforms&utm_mediacode=FCF&utm_campaign=makeitpersonal→ Instagram: https://www.instagram.com/makeitpersonal_podcast/→ Facebook - Mutual of Omaha Advisors: https://www.facebook.com/MutualofOmahaAdvisorsFB→ Sign Up For a Free Financial Strategy Meeting: https://makeitpersonalpodcast.com/get-connected/?utm_source=podcast&utm_medium=allplatforms&utm_mediacode=FCF&utm_campaign=makeitpersonal--Investing involves risk, including loss of principal. This podcast is for educational purposes only and may include references to concepts that have legal and/or tax implications. Mutual of Omaha Investor Services, Inc. does not provide tax or legal advice. Please consult with the appropriate professional regarding your personal situation prior to making any financial decisions. Strategies discussed may not be suitable for everyone. Securities and advisory services offered through Mutual of Omaha Investor Services, Inc. Member FINRA/SIPC. Mutual of Omaha Advisors is a division of Mutual of Omaha Insurance Company.
    続きを読む 一部表示
    2 分
adbl_web_anon_alc_button_suppression_c
まだレビューはありません