Red Zone Retirement Planning

In today's episode of the Money Mastery Unleashed podcast, Adam Olson, a seasoned CFP and advisor with Mutual of Omaha, reveals an advanced strategy for turbocharging your tax-free retirement savings. With over 14 years of industry experience, Adam dives into the details of how high-income earners can put away more than $70,000 annually into their Roth accounts through a combination of mega ba...

This chapter aims to guide readers on how to manage their finances, emphasizing the importance of learning from past mistakes and gaining financial knowledge. The author, who was raised in a household where money was openly discussed, and financial literacy was valued, shares personal experiences and lessons learned from his parents and industry professionals. The book focuses on three key pillars...

In this episode of the Money Mastery Unleashed Podcast, certified financial planner Adam Olson from Mutual of Omaha breaks down how maximizing your employer benefits can save you thousands of dollars annually. He walks listeners through the crucial open enrollment period, detailing the importance of evaluating health, life, and disability insurance options, as well as dental and vision coverage. A...

Welcome back to The Money Mastery Unleashed podcast with your host, Adam Olson. In today's episode, we're diving into "10 Things You Need to Know to Live a Tax-Advantaged Retirement." Drawing from over 13 years of experience as a financial planner and the latest insights from a 2024 Northwestern Mutual survey, Adam highlights essential strategies to minimize taxes on your retirem...

In this episode of the Money Mastery Unleashed podcast, host Adam Olson welcomes Jordan Crowe, Director of Advisor Recruiting at Mutual of Omaha, to tackle essential questions for aspiring financial advisors. The discussion centers on what it takes to succeed in the financial services industry, especially for those interested in starting their career at Mutual of Omaha. Whether you’re a young prof...

In this episode of The Money Mastery Unleashed Podcast , financial planner Adam Olson tackles a critical question asked by many soon-to-be retirees: “Why can’t I retire even with $1.8 million saved?” Through a real-life case study of a prospective client, Adam uncovers the often-overlooked financial and lifestyle factors that can prevent individuals from comfortably retiring, despite having what s...

In this episode of the Money Mastery Unleashed podcast, host and certified financial advisor Adam Olson introduces the show’s very first Q&A format, where he answers listener-submitted questions on various financial topics. Adam dives into three detailed questions that many professionals, married couples, and individuals may find themselves asking, providing valuable insights on how to manage...

Welcome to the Money Mastery Unleashed podcast! I'm your host, Adam Olson. Today, we're tackling a crucial question: how much do you need to retire in 2024? A recent survey by Northwestern Mutual indicates that you'll need $1.46 million, a significant increase from the $951,000 estimated in 2020. This episode dives into the common misconceptions about retirement savings and provides pr...

In this episode of Money Mastery Unleashed , host and certified financial advisor Adam Olson welcomes special guest Tyler Cotterell from LPL to dive into six shocking personal finance statistics and explore actionable solutions for listeners. With eye-opening data, such as the fact that 64% of Americans are on track to retire with less than $10,000 in savings, this episode sheds light on the criti...

In this episode of the Money Mastery Unleashed podcast, host Adam Olson is a guest on Zach Miller, and Vance Niting`s podcast. On this episode, Adam shares his journey from growing up in Atkinson, Nebraska, to becoming a successful financial advisor in Norfolk. He begins by discussing his early life, where he played high school and college basketball before transitioning into his career. Adam reco...

In this episode of the Money Mastery Unleashed podcast, host Adam Olson dives into the profound impact of the “Law of the Inner Circle,” inspired by John Maxwell’s 21 Irrefutable Laws of Leadership . Adam emphasizes the critical importance of surrounding yourself with the right people—those who share your vision, integrity, and wisdom. Listeners are challenged to evaluate their own inner circles a...

In this episode of the Money Mastery Unleashed podcast, host Adam Olson sits down with Melissa Swan to dive into the essential topic of income and asset protection. With over 20 years of experience in the insurance industry, Melissa shares her insights on safeguarding your financial future, covering critical areas such as disability insurance, life insurance, and long-term care. They discuss how u...

In this episode of the Money Mastery Unleashed podcast, host Adam Olson presents another engaging edition of his popular “Sunday Shorts.” Aimed at those looking to improve their financial futures, this episode continues Adam’s mission to help listeners build generational wealth, increase their net worth, and create their best financial lives. Drawing from his expertise as a certified financial adv...

In this episode of the Money Mastery Unleashed Podcast , host Adam Olson welcomes special guest David Gourley, a former high school math teacher who has transitioned into financial services. David brings a wealth of experience in student loan planning, having helped over 500 clients navigate the complex landscape of student loans, saving them more than $15 million in loan forgiveness. As a Certifi...

In this episode of the Money Mastery Unleashed podcast, host Adam Olson dives into two powerful topics designed to help listeners elevate their lives both financially and personally. As a certified financial advisor and author, Adam begins by exploring the Law of Magnetism , a concept from John Maxwell’s 21 Irrefutable Laws of Leadership . The core idea? “You are who you attract.” Adam breaks down...

In this insightful episode of the Money Mastery Unleashed podcast, Adam sits down with financial expert Andy Rodriguez, who brings over 40 years of experience with Mutual of Omaha. From a career that began in 1981, Andy has witnessed the evolution of the financial industry and now shares his wisdom on the importance of generational wealth planning and retirement income strategies. His unique journ...

In this Sunday short episode of Money Mastery Unleashed , host Adam Olson, a certified financial advisor, dives into the importance of leadership intuition and mindful spending habits. Drawing insights from John Maxwell’s Law of Intuition and his own book, 21 Things You Need to Know About Money , Adam explores how great leaders rely on instinct, shaped by life experiences, to make informed decisio...

On this episode of Money Mastery Unleashed , host Adam Olson welcomes special guest TJ Rifkin, a financial advisor based in Phoenix who also plays in a church band. In this insightful conversation, Adam and TJ dive into the personal and professional side of financial advising, discussing the emotional aspects of client relationships, the challenges of business planning, and the power of creating a...

In this episode of the “Money Mastery Unleashed” podcast, host Adam Olson dives into the “Law of Respect” and its significance in leadership and personal growth. Drawing insights from John Maxwell’s 21 Irrefutable Laws of Leadership and examples from the Bible, Adam explores how true respect must be earned through strength, humility, and integrity. He discusses the importance of knowing when to st...

Welcome back to the Money Mastery Unleashed podcast! This is Adam Olson, and today we're diving into the keys to unlocking retirement happiness. In this episode, I'll share five essential elements that lead to a fulfilling and happy retirement. These insights are drawn from my extensive experience working with clients and from my book, "The Red Zone Retirement Plan," available on...

In today's Sunday Short episode of the Money Mastery Unleashed podcast, host Adam Olson dives into the Law of Solid Ground, a principle from John Maxwell's 21 Irrefutable Laws of Leadership, and its application to both leadership and financial decision-making. Drawing from scriptural examples and his own book, "21 Things You Need to Know About Money," Adam explores how trust and...

In this episode of the Money Mastery Unleashed podcast, host Adam Olson, is joined by his longtime friend Cody Huizenga to dive into the importance of side hustles, especially for young adults just starting their financial journeys. Adam shares insights from his first book, emphasizing how a side hustle can significantly boost financial stability during those early, often less busy years. Cody, wh...

In today's episode of the Money Mastery Unleashed podcast, host and certified financial advisor Adam Olson dives into the crucial concepts from John Maxwell's "21 Irrefutable Laws of Leadership" and his own book, "21 Things You Need to Know About Money." Adam begins by discussing the Law of the Picture, emphasizing the importance of leaders creating a clear vision and s...

Welcome back to the Money Mastery Unleashed podcast! This is your host, Adam Olson. In today's episode, I'll share essential tips and tools to help you avoid nine common retirement planning pitfalls that I frequently see retirees make. While many retirees boast about their successes, they often overlook the mistakes they've made along the way. Drawing from over ten years of experience...

In this episode of the Money Mastery Unleashed podcast, host and certified financial advisor Adam Olson dives into the concept of the Law of Navigation, inspired by John Maxwell’s "The 21 Irrefutable Laws of Leadership." Adam explores how effective leaders determine the course and vision for their organizations, families, or personal finances. He highlights the importance of planning ahe...