Terry Peacock-Insurance Agent at Mutual of Omaha

09/07/2026

Here’s to the hard work behind every success story. Hope you’re enjoying a restful and refreshing Labor Day weekend!

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/3VaZCUt

08/31/2026

Purchasing life insurance with no medical exam is a convenient and fast way to get the coverage you need and help protect your family's future. Getting a no-exam life insurance policy may be the right option if you're concerned about your health, are traveling, or are too busy to consider other options.

If you want the security of life insurance, but don’t want to take the medical exam, you still have a surprisingly large number of options.

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/4qIiBBI

08/24/2026

Medicare decisions are not just about coverage, they are about timing.

This AARP guide breaks down the key Medicare deadlines and enrollment windows that can impact your coverage, costs, and even potential penalties.

I often see how confusing these timelines can be. Medicare is not automatic for everyone, and the decisions you make around enrollment can have long-term financial implications.

Having a clear plan in place can help you avoid unnecessary costs and make sure your coverage aligns with your needs.

If you are approaching Medicare eligibility or have questions about your options, I am here to help.

As fewer and fewer retirees get their Medicare cards automatically, more face decisions that could affect their Medicare coverage and potential monetary penalties.

08/20/2026

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/4g9sDYV

08/14/2026

One of the most common financial questions is whether to focus on paying off debt or building savings.

The reality is, it is not always an either or decision. Finding the right balance depends on factors like interest rates, emergency savings, and overall financial priorities.

This article breaks down how to approach both and when each should take priority.

Discover key factors to consider when choosing between paying off debt and saving for the future. Plus, find professional advice on managing debt while still saving.

08/13/2026

Do all catch-up contributions now have to be Roth?

Episode 84 of Make It Personal clears up one of the biggest misconceptions surrounding the SECURE 2.0 legislation by explaining who the new Roth catch-up contribution rules apply to—and why understanding the details can lead to better retirement and tax planning decisions.

Watch here: https://mutualofomaha.co/4xE6B6z

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/4weqDDx

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/3U2sCx8