Allie Rodriguez, Insurance Agent at Mutual of Omaha

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/4ylZ9g8

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/4zk0u82

10/01/2026

Here's why the decision feels so heavy, and this one shift makes it easier.

09/30/2026

What's the actual difference between Medicare Supplement and Medicare Advantage? Here's the plain-language answer I give clients every day.

09/26/2026

Term or whole life?

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/4yT1gJ9

09/18/2026

Health insurance covers the hospital bill. It doesn't cover rent while you're not working, or gas money for endless appointments, or groceries while you focus on getting better.

That's the gap critical illness insurance is built for — a lump-sum payout, paid directly to you, with no restrictions on how you use it.

Save this so you know what it typically covers and what it's actually for. And if you're not sure whether this kind of coverage makes sense for you, that's an easy conversation to have — send me a message.

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/3T5nOXZ

09/14/2026

Your Medicare Plan review doesn't have to feel overwhelming — it just takes a little prep.

Save this so it's ready whenever your review rolls around — and if you want to go through it together, just send me a message. I'm always happy to help.

09/11/2026

Inflation doesn't retire when you do.

A good reminder this week: for retirees, inflation isn't just an investment question — it's an income question. Do you have enough guaranteed, predictable income to cover the essentials, no matter what the market or CPI does next?

A few things that stood out:
🔹 Helps cover essentials so the rest of your portfolio has room to stay invested with the opportunity for growth.
🔹 Healthcare costs have been outpacing general inflation for years, which is exactly why the right Medicare coverage matters so much.

Worth the full read if you're thinking about how your retirement income holds up long-term. Link below. 👇

If you're already retired and living off your investment income, you may be especially worried, regardless of the size of your nest egg. Here's how having a diversified investment plan and the appropriate insurance and estate planning strategies can help address some of your top concerns regarding r...