Ben Lucks Financial Advisor

10/13/2026

Planning for your family’s future can involve more than one financial tool.

Learn how life insurance for children works, the potential benefits it may offer and important factors to consider when deciding whether it fits your family’s needs.

Getting life insurance for kids can be a thoughtful part of long-term financial planning, offering lifelong coverage & added flexibility when used alongside adult life insurance, savings, and other financial tools.

10/08/2026

Many retirees ask the same question:
"If my RMD is higher than what I planned to withdraw, am I doing something wrong?"

Episode 92 of the Make It Personal podcast explores why Required Minimum Distributions and retirement spending are not the same thing, and how thoughtful planning can help retirees navigate these decisions with greater confidence.

🎧 Watch here: https://mutualofomaha.co/4AX11OS

10/01/2026

What makes life insurance different from nearly every other financial product?

Before coverage is issued, both your health and your financial situation are considered.

Episode 91 of Make It Personal explores why qualifying matters and why proactive planning can help create more options for the future.

🎧 Watch here: https://mutualofomaha.co/4yvwO88

09/29/2026

Your life changes over time. Your life insurance coverage should be reviewed to keep pace.

When was the last time you took a close look at your life insurance coverage? It’s a good idea to review your coverage at least once a year. Let’s review your coverage together. I’m here to help.

09/26/2026

It’s easy to think of life insurance as something to sort out closer to retirement, but it can offer value at many stages of life.

Follow the link to explore seven life events where life insurance can make a difference. https://mutualofomaha.co/4hdalFq

09/24/2026

What if making more money didn't actually make you feel more secure?

Episode 90 of Make It Personal follows the story of a physician family earning over $3 million annually who still felt pressure from taxes, spending, retirement planning, college savings, and uncertainty about the future.

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

09/17/2026

Many people spent years planning around reduced Social Security benefits.

Recent changes may have altered that equation.

Episode 89 of Make It Personal explores who may be impacted and why revisiting your retirement income plan could be important.

🎧 Watch here: https://mutualofomaha.co/4gX0vZv

09/10/2026

Financial stability isn't built by one great financial decision.

It's built by the habits and behaviors we repeat over time.

Episode 88 of Make It Personal explores why discipline and consistency often have a greater impact on long-term financial success than any single transaction.

🎧 Watch here: https://mutualofomaha.co/4h1583m

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/4x3y3tK