Marcos Martell Financial Representative at Mutual of Omaha

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/4wiyyAt

A big birthday shoutout to Co-Host Peter Gros, who’s been a part of the Wild Kingdom team since 1985! Celebrate Peter’s birthday with us by doing one of his favorite things — getting outside to enjoy nature!

Watch Peter on Mutual of Omaha’s Wild Kingdom Protecting the Wild on NBC and classic Wild Kingdom episodes on YouTube. https://mutualofomaha.co/4fnTMFQ

Think all the money in your Roth 401(k) automatically moves into a Roth IRA?

Not always.

This week's episode discusses how Roth and pre-tax dollars are tracked during a rollover, why changing investments doesn't affect the tax treatment of your money, and the important difference between a rollover and a Roth conversion.

Watch here: https://mutualofomaha.co/4gHRhR3

Did you know that sharks actually help increase the number of fish in our ocean? This Shark Month, discover the truth behind this misunderstood animal.

Watch as Mutual of Omaha’s Wild Kingdom Protecting the Wild Co-Host Peter Gros goes on a shark expedition with conservationists to help track bull sharks. https://mutualofomaha.co/3SVEUqN

What if a few key Social Security decisions could add thousands of dollars to your retirement income?

This week's episode discusses often-overlooked claiming strategies, including spousal, survivor, and divorced spouse benefits, along with the factors that can influence the best time to claim.

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

Happy 250th birthday America! Wishing you and your family a happy and safe Fourth of July! Hope your day is full of good company, good food and a great fireworks show.

What if your home, the place filled with decades of memories, could help fund the retirement you’ve dreamed of… without ever having to sell it?

This week's Make It Personal podcast episode discusses how home equity may fit into a retirement income strategy and what homeowners should know when evaluating their options.

🎙️ Watch the latest episode: https://mutualofomaha.co/4v2p0YR

A summer trip to one of our country’s national parks is a time-honored tradition. Click on the link to explore Wild Kingdom Co-Host Peter Gros’ favorite parks, get smart tips for making the most of the outdoors, see what to pack before you go and more. https://mutualofomaha.co/4dCrrw0

If your business disappeared tomorrow would your financial security disappear with it?

This episode of Make It Personal discusses building wealth beyond the business.

🔗 Learn more: https://mutualofomaha.co/4aVN48u