Financial clarity for a better future
Invest wisely. Live freely
Everyone deserves access to financial education
Serving- multiple States
In the pursuit of your financial goals, it’s important to identify priorities, understand your options, and implement a strategy. As we evaluate your current situation and needs, I can help you make informed decisions for your financial future, and that of your family and your business. Disclosures: This is not an offer or solicitation in any jurisdiction where we are not authorized to do business
07/18/2026
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/4fos77E
07/16/2026
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/3TD8b9S
07/13/2026
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/4aKT1Fy
07/09/2026
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/3SUcU6P
07/04/2026
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.
07/02/2026
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/4y1GRC2
06/22/2026
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
Relying on a single source of wealth can create risk over time.
This episode of Make It Personal explores why building financial resources outside of your business can support long-term independence.
🎧 Watch here: https://mutualofomaha.co/4f0RHQf
06/18/2026
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/4uPGl7n
Life insurance is a critical part of a complete financial strategy, but it’s important to know which type is best for you. Watch this video to learn more about the differences between permanent and term life insurance.
https://mutualofomaha.co/3SHehFI
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