Make It Personal Podcast

Is there a “cheat code” for retirement planning? In this episode, Mark Zagurski, Director of Strategy and Communication for Mutual of Omaha Advisors, dives into the concept of “cheat codes” and their application to retirement planning. Drawing parallels to video game strategies, Mark unpacks the popular 10/4/80 rule—save 10% of your income, withdraw no more than 4% annually, and plan for 80% of yo...

In this episode, host Mark Zagurski tackles one of the most pressing questions for retirees: how much of your retirement assets should be invested in the stock market? With traditional pension plans fading and the burden of retirement savings increasingly placed on employees, this question is more relevant than ever. Mark draws on decades of experience in the insurance and investment industries to...

Join host Mark Zagurski as he unpacks the complexities of incorporating Social Security benefits into your retirement planning. Whether you’re just starting to think about your golden years or you’re approaching retirement age, this episode provides essential insights to help you make informed decisions. Key takeaways include: • Understanding Social Security eligibility requirements and how benefi...

Where do you turn for financial advice? In this episode, host Mark Zagurski dives into the pitfalls of relying on TikTok trends, Instagram influencers, and financial “celebrities” for guidance on something as critical as your financial future. With so much generic, cookie-cutter advice flooding social media, Mark challenges the status quo by offering actionable insights into crafting personalized...