Logan Mueller: Financial Advisor

Logan Mueller: Financial Advisor Disclosures: This is not an offer or solicitation in any jurisdiction where we are not authorized to do business 1.

Insurance Licensed in: NE, IA, CO, SD, IN, IL, TX 2. Disclosure: http://www.mutualofomaha.com/disclosure/ 3. Securities and advisory services offered through Mutual of Omaha Investor Services, Inc., Member FINRA (www.finra.org)/SIPC(www.sipc.org). 4. Mutual of Omaha Advisors is a division of Mutual of Omaha Insurance Company. 5. The third-party comments displayed are not verified, may not be accur

ate and are not necessarily representative of our client experiences. 6. This page/profile may contain links to a variety of sites maintained by third parties. We do not endorse, warrant or approve of the content, correctness or accuracy of those third party sites.

Have you ever wondered if technology can really understand what's most important about your financial goals?Episode 86 o...
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/4iD6bJ8

Many families are balancing several financial priorities at once.Saving for retirement, helping children through college...
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/45F8uUv

Do all catch-up contributions now have to be Roth? Episode 84 of Make It Personal clears up one of the biggest misconcep...
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/3TRjFXG

What if your Required Minimum Distribution is more than you actually need to spend? Episode 83 of Make It Personal explo...
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/4xfHbM8

Have you ever noticed how quiet it gets when work ends? Episode 82 of Make It Personal explores why retirement is about ...
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/4fIT06z

What if the biggest threat to your retirement isn't the market—but an unexpected long-term care event?Episode 81 of Make...
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/4bSeson

Think all the money in your Roth 401(k) automatically moves into a Roth IRA?Not always.This week's episode discusses how...
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/4fetAgU

What if a few key Social Security decisions could add thousands of dollars to your retirement income? This week's episod...
07/09/2026

What if a few key Social Security decisions could add thousands of dollars to your retirement income?

This week's episode discusses often-overlooked claiming strategies, including spousal, survivor, and divorced spouse benefits, along with the factors that can influence the best time to claim.

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

What if your home, the place filled with decades of memories, could help fund the retirement you’ve dreamed of… without ...
07/02/2026

What if your home, the place filled with decades of memories, could help fund the retirement you’ve dreamed of… without ever having to sell it?

This week's Make It Personal podcast episode discusses how home equity may fit into a retirement income strategy and what homeowners should know when evaluating their options.

🎙️ Watch the latest episode: https://mutualofomaha.co/4v9ru7Y

06/22/2026

Relying on a single source of wealth can create risk over time.

This episode of Make It Personal explores why building financial resources outside of your business can support long-term independence.

🎧 Watch here: https://mutualofomaha.co/4vthZl0

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