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Jorge Alicea Brito, Financial Advisor at Mutual of Omaha

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Puerto Rico
Guaynabo
Jorge Alicea Brito, Financial Advisor at Mutual of Omaha

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My goal is to help my clients protect what matters to them and meet their financial goals. 1.‎ Insurance Licensed in: Puerto Rico
‎2.

Disclosure: http://www.mutualofomaha.com/disclosure/

15/10/2026

What's the highest return you can get?

That may not be the most important financial question.

Episode 93 of Make It Personal explores how CFOs think differently about money by focusing on one key question: "What job does every dollar need to do?"

This conversation highlights why assigning purpose to every dollar may be one of the most powerful planning strategies available.

🎧 Watch here: https://mutualofomaha.co/47o8mtp

08/10/2026

Many retirees ask the same question:
"If my RMD is higher than what I planned to withdraw, am I doing something wrong?"

Episode 92 of the Make It Personal podcast explores why Required Minimum Distributions and retirement spending are not the same thing, and how thoughtful planning can help retirees navigate these decisions with greater confidence.

🎧 Watch here: https://mutualofomaha.co/4yxrktw

01/10/2026

What makes life insurance different from nearly every other financial product?

Before coverage is issued, both your health and your financial situation are considered.

Episode 91 of Make It Personal explores why qualifying matters and why proactive planning can help create more options for the future.

🎧 Watch here: https://mutualofomaha.co/3TZIeC4

24/09/2026

What if making more money didn't actually make you feel more secure?

Episode 90 of Make It Personal follows the story of a physician family earning over $3 million annually who still felt pressure from taxes, spending, retirement planning, college savings, and uncertainty about the future.

🎧 Watch here: https://mutualofomaha.co/3TOYsOj

17/09/2026

Many people spent years planning around reduced Social Security benefits.

Recent changes may have altered that equation.

Episode 89 of Make It Personal explores who may be impacted and why revisiting your retirement income plan could be important.

🎧 Watch here: https://mutualofomaha.co/4gZ5icR

10/09/2026

Financial stability isn't built by one great financial decision.

It's built by the habits and behaviors we repeat over time.

Episode 88 of Make It Personal explores why discipline and consistency often have a greater impact on long-term financial success than any single transaction.

🎧 Watch here: https://mutualofomaha.co/4xThHoS

03/09/2026

Many families spend years focusing on one goal: saving for college.

But once college begins, new questions emerge around withdrawals, qualified expenses, and making the most of those education savings.

Episode 87 of Make It Personal explores the next phase of the college planning journey.

🎧 Watch here: https://mutualofomaha.co/4iaio8f

27/08/2026

Have you ever wondered if technology can really understand what's most important about your financial goals?

Episode 86 of Make It Personal explores the growing role of AI in financial planning and why personal priorities still matter when making important money decisions.

🎧 Watch here: https://mutualofomaha.co/3UnClhV

20/08/2026

Many families are balancing several financial priorities at once.

Saving for retirement, helping children through college, managing debt, and preparing for the future can feel overwhelming without a plan.

This episode of Mutual of Omaha Advisors' Make It Personal Podcast shares a meaningful conversation about helping families gain clarity and confidence when making important financial decisions.

🎙️ Watch Episode 85: https://mutualofomaha.co/46brwlz

Dirección

B7 Tabonuco St. Suite 1401
Guaynabo
00968

Horario de apertura

Lunes	08:00 - 17:00
Martes	08:00 - 17:00
Miércoles	08:00 - 17:00
Jueves	08:00 - 17:00
Viernes	08:00 - 17:00

Teléfono

+17877825252

Página web

https://agents.mutualofomaha.com/agents/pr/guaynabo/jorge-alicea-brito

Notificaciones

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