Kirk Connelly - Financial Representative

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/4zFXgNn

08/21/2026

Thinking about end-of-life wishes isn't always easy, but having important information organized can make a difficult time a little easier for the people you care about.

Mutual of Omaha offers a free end-of-life guide to help you document your wishes, organize important information, and share it with your loved ones when you're ready.

Learn more:

Mutual of Omaha's end-of-life planning tool makes it easy to document, update and share your final wishes.

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/4qo1uEY

08/19/2026

You’ve carefully crafted your life plan, outlining each move and financial goal. Yet, life takes a sudden, unexpected turn. Learn how you can manage financial emergencies with these useful financial planning tips.

Learn smart financial planning tips to weather life’s surprises. Build resilience with budgeting, insurance, diversification and guidance.

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/45lRQcv

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/3UhhUmw

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/4wpisoK

07/24/2026

If life would be more difficult without your income, you should have disability insurance!

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/4wSU6U7

07/16/2026

Think all the money in your Roth 401(k) automatically moves into a Roth IRA?

Not always.

This week's episode discusses how Roth and pre-tax dollars are tracked during a rollover, why changing investments doesn't affect the tax treatment of your money, and the important difference between a rollover and a Roth conversion.

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