Davis Wealth and Risk Management Christopher L. Davis - Financial Advisor

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/4ymqJuk

09/03/2026

Turning 65 is an exciting milestone, but it also comes with important financial decisions that can have a lasting impact on your future.

From Medicare enrollment and retirement income planning to Social Security and long-term financial goals, there are many factors to consider. This article highlights why having professional guidance during this transition can be so valuable.

Turning 65 brings financial changes. Discover why getting help from a financial advisor at 65 is crucial for retirement, Social Security and healthcare planning.

09/01/2026

Working toward multiple financial goals doesn't have to be an all-or-nothing decision.

Whether you're building an emergency fund, saving for retirement, or working toward another milestone, this short video shares simple strategies that can help you prioritize your goals and make steady progress over time.

Watch here: https://mutualofomaha.co/45ZJ4RQ

Learn tips for short- and long-term financial goal planning and find out how to achieve financial success with these practical strategies.

08/29/2026

You can’t predict the future, but you can prepare for it. If you become sick or injured and are unable to work, disability insurance helps by paying a portion of your income.

08/27/2026

Heart attacks do not always start suddenly or dramatically, especially in older adults.

Early warning signs can be subtle and easy to dismiss, such as fatigue, shortness of breath, dizziness, or mild chest discomfort that comes and goes. In some cases, these symptoms appear days or even weeks in advance.

This article outlines what to watch for and when to seek care. Your health plays a direct role in your future. Paying attention to small changes can make a meaningful difference over time.

Learn the early warning signs of a heart attack in older adults, including subtle symptoms and when to call 911 or talk to your doctor.

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/4gi2IhO

08/25/2026

Healthy knees can support balance, mobility and independence over time. Learn simple knee workouts that can help strengthen and support muscles, improve stability and make everyday movement feel more comfortable. To explore more exercises that support knee health, visit:

Healthy knees can support balance, mobility and independence over t...

08/22/2026

Medicare coverage is not always automatic. In some cases, certain services, treatments, or medications may require prior approval before they are covered.

This article explains how Medicare prior authorization works and why understanding the process can help avoid unexpected costs or delays in care.

Understanding your healthcare coverage is an important part of preparing for retirement and managing future expenses. Knowing what your coverage requires ahead of time can help you make more informed decisions and avoid unnecessary surprises.

Learn about Medicare prior approval rules in 2026, including key changes, services affected, and how authorization processes work.

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/4gsht0n

08/20/2026

Life is full of milestones—and major life changes often come with new financial considerations.

Whether you're getting married, buying a home, growing your family, or changing careers, it's helpful to understand how these moments can affect your financial priorities.

This article explores seven life events when many people begin learning more about life insurance.

Read more: https://mutualofomaha.co/3UpeP40

Which life milestone had the biggest impact on your financial outlook?

As your life changes, so do your life insurance needs. To help protect your family, you’ll need a plan that offers flexibility.