Download The Game of the Decade eBook

Are you navigating your finances without a map? For many, the path to retirement feels like a maze, filled with confusing options, emotional decisions, and the constant fear of falling behind. In our final episode of the “Game of the Decade” mini-series, we unpack Play #7: Finding a Financial Coach to Help You Plan in Decades, and show why this step may be your most important move yet.

Host Mark Zagurski, Director of Strategy and Communication at Mutual of Omaha Advisors, tackles the misconception that financial coaching is just for the wealthy. In reality, a trusted coach could be the missing link between where you are now and the confident, purpose-filled retirement you envision. If you’ve ever felt uncertain about your next financial step, this episode is for you.

We explore:

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  The real difference between a financial coach and a financial advisor (and why you might need both)
  

• How coaching helps you shift from “I’m bad with money” to “I’m in control”
  

• The emotional side of money, and how to tackle fear, guilt, and doubt head-on
  

• Why retirement planning is a marathon, not a sprint, and the importance of adjusting through the “go-go,” “slow-go,” and “no-go” years
  

• How to find a coach who will help you design a plan that actually fits your life and values
  

• Key Takeaways:

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  A financial coach provides the accountability and education most people were never taught.
  

• Coaching helps align your habits with your long-term vision, without shame or blame.
  

• Retirement is made of decades, not just one moment, plan accordingly.
  

• Your emotions and mindset matter just as much as your math.
  

• The right advisor-coach can walk with you through every life and financial transition.
  

• “It’s one thing to have a plan, it’s another to stick with it.” - Mark Zagurski

  
  

  Want to take the next step? Download the free “Game of the Decade” eBook at makeitpersonalpodcast.com, and schedule a no-obligation chat with an advisor who can help you build a plan tailored to your future.

  
  

  Subscribe, share this episode, and take a few minutes to journal about your retirement fears and goals. Make it personal, because it’s your money, your plan, your future.

  
  

  Connect with Mutual of Omaha Advisors through the following links:

  Download The Game of the Decade eBook

  Download the Seven Principles eBook

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  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.