Make It Personal Podcast cover art

Make It Personal Podcast

Make It Personal Podcast

By: Mutual of Omaha Advisors
Listen for free

About this listen

 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 Economics Personal Finance
Episodes
  • Unseen Millionaire Habits, The Quiet Path to Wealth | EP 44

    Unseen Millionaire Habits, The Quiet Path to Wealth | EP 44
    Nov 6 2025

    What if the secret to becoming a millionaire has nothing to do with luck, and everything to do with daily, quiet decisions?

    Here’s the truth: most millionaires don’t look like the ones you see on social media. No flashy sports cars, no massive mansions, and no viral success stories. About 80% of millionaires are self-made, and they’ve built wealth by following simple, repeatable habits that anyone can start today.

    In this episode of Make It Personal, we’re diving deep into the real routines and mindsets of everyday millionaires. From driving modest cars to avoiding debt like the plague, these habits might seem boring, but they work. And the best part? You don’t need a six-figure income to get started.

    We’ll explore the power of small, consistent actions: budgeting that brings freedom, saving for opportunity, not just emergencies, and protecting your time like the valuable asset it is. Whether it’s starting a side hustle or reading 30 minutes each morning, these habits compound in surprising ways.

    5 Key Takeaways:

    →Wealth is built on consistency, not charisma.→Most millionaires avoid debt and live below their means.

    →A budget isn’t a restriction—it’s a roadmap to freedom.

    →Investing in yourself pays the biggest dividends.

    →Delayed gratification is a superpower worth mastering.

    “Your fortune isn’t built in a day. It’s built daily.” - Mark Zagurski

    If you’re ready to take control of your financial future, start with just one habit. And don’t do it alone, schedule a free consultation at www.makeitpersonalpodcast.com. Subscribe, leave a review, and share this episode with someone who’s ready to build a quiet legacy of wealth.

    Make it personal- 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

    → Instagram

    → Facebook - Mutual of Omaha Advisors

    → Sign Up For a Free Financial Strategy Meeting

    --

    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.
    Show More Show Less
    7 mins
  • Beyond the Checkbook, Defining Your Legacy | EP 43

    Beyond the Checkbook, Defining Your Legacy | EP 43
    Oct 30 2025

    Is your legacy something you’re building... or something you’re hoping will just happen?

    Most people say they want to leave a legacy. But here’s the hard truth: nearly 70% never take steps to define what that means for them, or put a plan in place to make it happen. In this episode of Make It Personal, we’re challenging the narrow idea that legacy is just about money. Because when you pause and ask, “What do I want to be remembered for?”, the answer usually isn’t a dollar amount. It’s impact.

    We’ll walk through real-life stories that show how ordinary people are building extraordinary legacies, from a teacher funding her favorite animal shelter, to a couple supporting their church while securing their retirement. Whether you’re mid-career, facing retirement, or simply reflecting on the next chapter of your life, this conversation will help you take meaningful steps toward a legacy that reflects your values, not just your bank account.

    Here’s what you’ll learn:

    →Why legacy isn’t just financial, it’s personal and emotional

    →How to identify the causes and values that define your legacy

    →Practical tools like Donor-Advised Funds and Charitable Remainder Trusts

    →How to align your estate plan with your long-term impact goals

    →The ripple effect of sharing your giving story with your family

    "Legacy isn’t just what you give, it’s what you stand for." - Mark Zagurski

    This week’s challenge: Take five minutes to write down one cause that speaks to your heart, and one simple way you can support it. Because your legacy starts with your next intentional step.

    Like what you heard? Subscribe, share, and leave a review. Then visit makeitpersonalpodcast.com to download free resources or connect with an advisor who can help you build a legacy with purpose.

    Connect with Mutual of Omaha Advisors through the following links:

    → Download The Game of the Decade eBook

    → Download the Seven Principles eBook

    → Instagram

    → Facebook - Mutual of Omaha Advisors

    → Sign Up For a Free Financial Strategy Meeting

    --

    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.
    Show More Show Less
    6 mins
  • Why Most Americans Feel Unprepared, And What to Do About It | EP 42

    Why Most Americans Feel Unprepared, And What to Do About It | EP 42
    Oct 23 2025
    We say we want to protect our families. So why don’t we feel ready to? 9 out of 10 Americans feel a deep responsibility to protect their loved ones, but only 2 in 10 believe they’re financially prepared to do it. That disconnect is more than just a stat, it’s a wake-up call. In this episode of Make It Personal, we get honest about the gap between good intentions and real-life readiness, and how to close it, starting today.Host Mark Zagurski pulls back the curtain on Mutual of Omaha’s latest Protection Index Report, revealing what’s really holding families back from feeling secure. You’ll hear how rising costs, uncertain futures, and a lack of clear guidance are leaving millions stuck in the middle, not in crisis, but far from confident. But it doesn’t have to stay that way.Whether you’re a single parent, a retiree, or just trying to make ends meet, this episode offers hope, and practical next steps. Mark walks you through four proven actions anyone can take to shift from fear to freedom, including simple habits, honest conversations, and why it might be time to sit down with an advisor (no matter your income level).In this episode, you’ll learn:→ Why 77% of Americans feel unprepared to protect their families→ The biggest fears around medical emergencies and long-term care→ How income and gender affect financial confidence→ The “middle ground” mindset, and how to escape it→ Four next steps to start building financial peace of mind today“Intentions aren’t enough. We want to protect our families. But too many of us don’t believe we actually can, and that gap creates stress, anxiety, and inaction.” -Mark ZagurskiTake 5 minutes to visit makeitpersonalpodcast.com. Use our free Financial Fitness Calculator, download helpful resources, or connect with an advisor who gets it. And if this episode encouraged you, share it, subscribe, and help others take that first step too.Connect with Mutual of Omaha Advisors through the following links:→ Download The Game of the Decade eBook→ Download the Seven Principles eBook→ Instagram→ Facebook - Mutual of Omaha Advisors→ Sign Up For a Free Financial Strategy Meeting→ ⁠Mutual of Omaha Protection Index Report --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.
    Show More Show Less
    7 mins
No reviews yet
In the spirit of reconciliation, Audible acknowledges the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respect to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander peoples today.