Patrick McGlade: Financial Representative

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Patrick McGlade: Financial Representative registered representavie At the age of 50, I decided to embark on a new path, leveraging my extensive business acumen and passion for helping others.

With over three decades of experience in the automotive industry, I transitioned into the realm of financial services, driven by a desire for a new challenge and an opportunity to make a meaningful difference in people’s lives. My journey began unexpectedly when, despite being accepted into the Air Force Academy and enrolled in law school, I found myself drawn to the car business, where I spent 32 years honing my skills and eventually owning my own Chrysler dealership in Plattsmouth, Nebraska. Joining Mutual of Omaha, I obtained licenses in Health and Life, and Series 6 and 63, positioning myself to provide comprehensive financial solutions to individuals and families across Iowa and Nebraska, as well as in several other states. Beyond my professional achievements, my commitment to community service is ingrained in my ethos. From coaching soccer for nearly two decades to serving on the Council Bluffs City Council and participating in various civic initiatives, I’ve remained dedicated to enhancing the well-being of those around me. In my practice, I prioritize transparency, affordability, and simplicity, offering insurance and financial products tailored to navigate life’s transitions with confidence. Whether it’s planning for retirement, protecting loved ones, or pursuing financial goals, I strive to help empower my clients to achieve financial security and peace of mind. Outside of work, family is the cornerstone of my life. Celebrating 43 years of marriage, my wife and I cherish moments spent traveling, supporting our children and nine grandchildren in their endeavors, and cheering them on from the sidelines of football, soccer, basketball, and volleyball games. With a deep-rooted commitment to both professional excellence and personal fulfillment, I am honored to serve and support my clients on their financial journey, offering steadfast guidance through every season of life.

What's the highest return you can get?That may not be the most important financial question.Episode 93 of Make It Person...
10/15/2026

What's the highest return you can get?

That may not be the most important financial question.

Episode 93 of Make It Personal explores how CFOs think differently about money by focusing on one key question: "What job does every dollar need to do?"

This conversation highlights why assigning purpose to every dollar may be one of the most powerful planning strategies available.

🎧 Watch here: https://mutualofomaha.co/4ilM2a6

Many retirees ask the same question:"If my RMD is higher than what I planned to withdraw, am I doing something wrong?"Ep...
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/4yDunR7

What makes life insurance different from nearly every other financial product?Before coverage is issued, both your healt...
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/4xY86MF

What if making more money didn't actually make you feel more secure?Episode 90 of Make It Personal follows the story of ...
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/4ykzCVK

Many people spent years planning around reduced Social Security benefits.Recent changes may have altered that equation.E...
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/46O8eDr

Financial stability isn't built by one great financial decision.It's built by the habits and behaviors we repeat over ti...
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/4gUCTTV

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/4zTw9yf

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/4xnwFCZ

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/4quFjNy

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17117 Burt Street
Omaha, NE
68118

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