Lucy Sennes: Financial Representative

Lucy Sennes: Financial Representative Disclosures: 1. Insurance Licensed in: Texas 2. Disclosure:
http://www.mutualofomaha.com/disclosure/

Big financial goals can be easier to achieve when broken into smaller, manageable milestones. Celebrate small wins, stay...
02/16/2026

Big financial goals can be easier to achieve when broken into smaller, manageable milestones. Celebrate small wins, stay motivated, and keep building toward long-term success!

Are You Saving for the Long Term? You can save for multiple goals at once! Prioritize your long-term savings while setti...
02/12/2026

Are You Saving for the Long Term? You can save for multiple goals at once! Prioritize your long-term savings while setting aside funds for other priorities. A clear plan helps you stay on track and build a secure financial future.

đź”— https://mutualofomaha.co/3MkbFLp

02/11/2026

If steady, predictable income sounds appealing, you already get the idea behind annuities. In Episode 57 of Make it Personal, Mark discusses where they may (or may not) make sense in retirement.

đź”— https://mutualofomaha.co/4rdDbte

How do you plan to spend your money this year? Tip: Spend on high-quality, sustainable items that last longer and save y...
02/09/2026

How do you plan to spend your money this year? Tip: Spend on high-quality, sustainable items that last longer and save you money over time. Mindful spending helps reduce waste and eliminates unnecessary purchases, keeping your budget in balance.

Looking to boost your income this year? Increase your income streams by exploring side hustles like freelancing, pet sit...
02/05/2026

Looking to boost your income this year? Increase your income streams by exploring side hustles like freelancing, pet sitting, or rideshare driving. Diversifying your earnings can strengthen your financial security and drive long-term growth.

Are you making smart purchases? Avoid impulse buys by doing your research before making major purchases. Compare prices,...
02/02/2026

Are you making smart purchases? Avoid impulse buys by doing your research before making major purchases. Compare prices, check for discounts, and look for rewards. Planning ahead helps you make smarter choices and maximize your purchasing power.

Have you heard of the FIRE movement? It stands for financial independence, retire early, and it’s not just a dream. It’s...
02/02/2026

Have you heard of the FIRE movement? It stands for financial independence, retire early, and it’s not just a dream. It’s about living intentionally, saving smart, and building a life you control. Ready to ditch the 9–5 grind (on your timeline)? Click the link below to learn more.

đź”— https://mutualofomaha.co/4bxxMrQ

01/30/2026

Roth 401(k) match myth: busted. For years, this question had a firm “no.” But recently, that changed. If you’re contributing to a Roth 401(k), it’s easy to assume your employer match is Roth too. In reality, that option didn’t exist until very recently.

🎧 Tune into Episode 56 of Make it Personal. Mark Zagurski covers what SECURE 2.0 changed, how Roth employer matching actually works, and what to do if your strategy doesn’t offer it yet.

đź”— https://mutualofomaha.co/4t9iPTc

What is your plan for financial independence? You can start by spending less than you earn, prioritize needs over short-...
01/29/2026

What is your plan for financial independence? You can start by spending less than you earn, prioritize needs over short-term wants. Living below your means lays the groundwork for long-term success, helping you grow savings, stay debt-free, and navigate life’s uncertainties with confidence.

This week on Make it Personal, Rick Funke reflects on his first year of retirement—what worked, what surprised him, and ...
01/23/2026

This week on Make it Personal, Rick Funke reflects on his first year of retirement—what worked, what surprised him, and what he wishes he’d known before making the leap. Perfect listen for anyone planning their next chapter.

👉 Listen to Episode 55 to hear more retirement tips. On all major podcast platforms.

đź”— https://mutualofomaha.co/4pXU9KK

Ready to tackle high-interest debt in 2026? Let’s talk about ideas that can help ease financial strain and improve your ...
01/22/2026

Ready to tackle high-interest debt in 2026? Let’s talk about ideas that can help ease financial strain and improve your financial strategy. Book an appointment with me today!

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Steward Well
Ellis County, TX
75165

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+14694570228

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