Peter Reed - Mutual Of Omaha Insurance Agent

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/4yqc1mb

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/4qudaX0

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/4x0hRKB

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/4g0gHY9

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/3S03IxH

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/4fMvczT

07/22/2026

Where you choose to live in retirement can have a bigger impact than many people realize.

From cost of living and taxes to access to healthcare and lifestyle, location plays a key role in how far your savings go and how you experience retirement day to day.

This article highlights five cities that stand out for retirees and what makes them worth considering.

Find insights to help you make decisions about Medicare, retirement, financial planning, business, life insurance and health and wellness.

07/21/2026

Average retirement savings by age can offer useful perspective, but the numbers do not tell the whole story. Looking at both average and median retirement savings by age can help show how balances vary, what may be influencing them and why benchmarks often work best as planning references rather than personal scorecards.

See average and median retirement savings by age, how 401(k) balances vary and what these benchmarks may help you understand about retirement planning.

07/20/2026

The idea of retiring early has become increasingly popular, but financial independence looks different for everyone.

This article explains the FIRE movement, which stands for “Financial Independence, Retire Early,” and explores the strategies many people use to save aggressively, reduce expenses, and build long-term financial freedom.

Find insights to help you make decisions about Medicare, retirement, financial planning, business, life insurance and health and wellness.

07/18/2026

A big birthday shoutout to Co-Host Peter Gros, who’s been a part of the Wild Kingdom team since 1985! Celebrate Peter’s birthday with us by doing one of his favorite things — getting outside to enjoy nature!

Watch Peter on Mutual of Omaha’s Wild Kingdom Protecting the Wild on NBC and classic Wild Kingdom episodes on YouTube. https://mutualofomaha.co/4waR5P1