Warren Whitted at Mutual of Omaha Advisors

Warren Whitted at Mutual of Omaha Advisors Registered Representative who helps families protect what is most important to them using insurance. Insurance Licensed in: SD, MO, WI, FL, NE, IA, AZ, MI 2.

Disclosures: This is not an offer or solicitation in any jurisdiction where we are not authorized to do business 1. Disclosure: http://www.mutualofomaha.com/disclosure/ 3. Securities 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 accurate 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.

Here’s to the hard work behind every success story. Hope you’re enjoying a restful and refreshing Labor Day weekend!
09/07/2026

Here’s to the hard work behind every success story. Hope you’re enjoying a restful and refreshing Labor Day weekend!

Many families spend years focusing on one goal: saving for college.But once college begins, new questions emerge around ...
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/4ye0jKZ

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/3UnDfej

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/4wGzFtf

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/4wXMUXg

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/4yY4cVP

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/4hFJyn0

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/4yAQKGX

A big birthday shoutout to Co-Host Peter Gros, who’s been a part of the Wild Kingdom team since 1985! Celebrate Peter’s ...
07/18/2026

A big birthday shoutout to Co-Host Peter Gros, who’s been a part of the Wild Kingdom team since 1985! Celebrate Peter’s birthday with us by doing one of his favorite things — getting outside to enjoy nature!

Watch Peter on Mutual of Omaha’s Wild Kingdom Protecting the Wild on NBC and classic Wild Kingdom episodes on YouTube. https://mutualofomaha.co/4yul0U2

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/456nzOB

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17117 Burt Street, Ste 300
Omaha, NE
68118

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