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Monday 9am - 5pm Tuesday 9am - 5pm Wednesday 9am - 5pm Thursday 9am - 5pm Friday 9am - 5pm Saturday 9am - 1pm Sunday 9am - 5pm

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Matt Thomas : Insurance Agent at Mutual of Omaha

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Matt Thomas : Insurance Agent at Mutual of Omaha

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Rest assured that we are strong, stable, secure and more than able to keep our commitments to you, our customers.

When it comes to building and protecting your financial future through the use of insurance products, it’s wise to inquire about the strength of the companies in which you have placed your trust. Thanks to our focused business strategy, disciplined investment practices, strong commitment to our customers and talented, engaged workforce, we have built notable financial strength. Now in our second century in business, we are committed to providing insurance products that are designed to be a straightforward and affordable way to help customers through the transitions we all face. In good times and bad, you can have confidence in Mutual of Omaha. Insurance Licensed in: PA, NH, NJ, NY http://www.mutualofomaha.com/disclosure/

10/29/2026

Do you think about taxes throughout the year, or only when it's time to file?

Episode 95 of Make It Personal explores the difference between simply reporting financial decisions that have already happened and considering potential tax implications as part of your broader financial strategy.

🎙️ Watch here: https://mutualofomaha.co/4ioevuB

10/22/2026

What would you do if a major inheritance suddenly changed your financial picture?

Episode 94 of Make It Personal shares the story of a client who had accumulated assets but wasn't sure how all the pieces should work together.

With retirement, family, protection, and long-term goals to consider, the conversation became less about simply having money and more about creating a clearer direction for it.

🎙️ Watch the latest episode here: https://mutualofomaha.co/4smaA6r

10/15/2026

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/4hPF4tJ

10/08/2026

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/4y7jrde

10/01/2026

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/4iUUeik

09/24/2026

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/3Vye4Gp

09/17/2026

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/4yGeLf9

09/10/2026

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/4h4f8sP

09/03/2026

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/4d1H3Iz

08/27/2026

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/4gWCHVm

Address

95 Highland Avenue, Ste 310
Bethlehem, PA
18017

Opening Hours

Monday	9am - 5pm
Tuesday	9am - 5pm
Wednesday	9am - 5pm
Thursday	9am - 5pm
Friday	9am - 5pm
Saturday	9am - 1pm
Sunday	9am - 5pm

Website

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