Teresa Whiteman: Financial Representative at Mutual of Omaha

08/06/2026

What if your Required Minimum Distribution is more than you actually need to spend?

Episode 83 of Make It Personal explores why RMDs are simply a withdrawal rule—not a spending rule—and how thoughtful planning can help you make more intentional retirement decisions.

Watch here: https://mutualofomaha.co/4wdzW6J

07/30/2026

Have you ever noticed how quiet it gets when work ends?

Episode 82 of Make It Personal explores why retirement is about more than managing investments.

Watch here: https://mutualofomaha.co/4hKWg3M

07/23/2026

What if the biggest threat to your retirement isn't the market—but an unexpected long-term care event?

Episode 81 of Make It Personal features Mutual of Omaha Advisor John Bronzema, who shares how coordinated planning helped one couple protect their retirement income, prepare for future care needs, and leave a meaningful legacy for their family.

Watch here: https://mutualofomaha.co/4b6ofXL

07/16/2026

Think all the money in your Roth 401(k) automatically moves into a Roth IRA?

Not always.

This week's episode discusses how Roth and pre-tax dollars are tracked during a rollover, why changing investments doesn't affect the tax treatment of your money, and the important difference between a rollover and a Roth conversion.

Watch here: https://mutualofomaha.co/4wJUlAK

07/13/2026

If life would be more difficult without your income, you should have disability insurance!

07/09/2026

What if a few key Social Security decisions could add thousands of dollars to your retirement income?

This week's episode discusses often-overlooked claiming strategies, including spousal, survivor, and divorced spouse benefits, along with the factors that can influence the best time to claim.

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

07/04/2026

Happy 250th birthday America! Wishing you and your family a happy and safe Fourth of July! Hope your day is full of good company, good food and a great fireworks show.

07/03/2026

Your health and peace of mind are priceless. Let us help you protect them with Mutual of Omaha Hospital Protection℠ insurance policy.
Connect with me today.

07/02/2026

What if your home, the place filled with decades of memories, could help fund the retirement you’ve dreamed of… without ever having to sell it?

This week's Make It Personal podcast episode discusses how home equity may fit into a retirement income strategy and what homeowners should know when evaluating their options.

🎙️ Watch the latest episode: https://mutualofomaha.co/4eGhD4z

07/01/2026

Healthcare is the silent killer of retirement savings. Find out how you can protect yourself by watching this 5 min video.

What if a sudden medical emergency wiped out years of careful retir...