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

05/28/2026

Hope isn’t a strategy. Protection is what keeps your business resilient when the unexpected happens.

This episode of Make It Personal discusses why planning for the unexpected is essential and how the right protection strategies can help prevent disruption from becoming disaster.

🎧 Learn more: https://mutualofomaha.co/43FqblH

05/25/2026

Let’s take a moment to pay tribute to the courageous men and women whose unwavering commitment and ultimate sacrifice have helped protect and preserve the freedoms we cherish.

05/23/2026

Understanding how Social Security benefits are calculated can help you make more informed retirement decisions. Your benefits are based on your highest 35 years of earnings, adjusted over time, and then calculated using a formula that considers when you choose to start benefits. This guide explains the basics and why timing and earnings history matter as part of your overall retirement strategy.

Learn how Social Security benefits are calculated using your highest 35 years of earnings, indexed income, full retirement age and claiming age.

05/21/2026

What if your financial decisions today could support your life now and create opportunities for generations to come?

Episode 72 of Make It Personal explores the “Legacy Loop” and how intentional planning can help you build wealth that extends beyond your lifetime.

🎧 Watch here: https://mutualofomaha.co/3RjIPgk

05/18/2026

Understanding Medicare costs is one of the most important parts of planning for retirement, and deductibles are often where confusion starts.

This article from Mutual of Omaha breaks down how Medicare deductibles work across different parts of coverage and what you can expect to pay.

If you have questions about your coverage or want to make sure your plan aligns with your needs and budget, I am here to help.

05/16/2026

Heart health is shaped by everyday choices, especially what you eat.

A cardiac diet focuses on simple, consistent habits like incorporating whole foods such as leafy greens, berries, fish, whole grains, and healthy fats while limiting processed foods, excess salt, and added sugars. These choices can help support blood pressure, cholesterol, and overall heart function.

Learn how a cardiac diet can help improve heart health. Discover heart-healthy foods to eat, as well as those to avoid, for long-term cardiovascular wellness.

05/14/2026

If April is the only time you think about taxes, you may be leaving opportunities on the table.

Episode 71 of Make It Personal focuses on shifting from reactive filing to proactive tax strategy and how that can create more control year-round.

🎧 Watch here: https://mutualofomaha.co/4u5HJTK

05/11/2026

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.

05/09/2026

A 401(k) is a great starting point for retirement, but it may not be enough on its own.

While these accounts offer valuable tax advantages, they often come with contribution limits and a limited range of investment options. Expanding beyond your employer-sponsored account can create more flexibility, additional growth opportunities, and stronger long-term protection.

This article breaks down why a more well-rounded approach matters.

05/07/2026

If you couldn’t run your business tomorrow, what would happen next?

Episode 70 of Make It Personal focuses on why building a business that can operate without you is key to increasing value and creating a more secure exit.

🔗 Watch here: https://mutualofomaha.co/3P15Nbf

05/04/2026

Major life transitions often come with financial shifts.

This episode of Make It Personal explores how the empty nest phase can open the door to new planning opportunities and priorities.

🎧 Watch here: https://mutualofomaha.co/4wao9qP