Joy E McDonald: Financial Advisor

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Joy E McDonald: Financial Advisor My mission is to build relationships. Rest assured that we are strong, stable, secure and more than able to keep our commitments to you, our customers.

When it comes to building your financial future, it’s wise to inquire about the strength of the companies in which you have placed your trust. Thanks to our focused business strategy, disciplined investment practices, strong commitment to our customers and talented, engaged workforce, we have built notable financial strength. Now in our second century in business, we are committed to providing insurance and financial products that are designed to be a straightforward and affordable way to help customers through the transitions we all face. In good times and bad, you can have confidence in Mutual of Omaha Insurance Company. Disclosures:‎ This is not an offer or solicitation in any jurisdiction where we are not authorized to do business 1.‎ Insurance Licensed in: Arkansas (226116), Colorado, Kansas, Missouri, Oklahoma, Washington ‎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 Financial Advisors is the ‎marketing name for Mutual of Omaha Investor Services, Inc. ‎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.

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/47hsQ7d

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/4rQqvcE

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/4jwkCiH

Your life changes over time. Your life insurance coverage should be reviewed to keep pace. When was the last time you to...
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.

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/4xFPvVe

Everyday expenses don’t stop during a difficult time, which is why having a plan in place matters. How would your family...
09/22/2026

Everyday expenses don’t stop during a difficult time, which is why having a plan in place matters.

How would your family keep up with expenses if something happened to you? From everyday bills to future expenses, let’s talk about how life insurance can help provide support when your loved ones need it most.

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/4rfjFNw

For many families, their home is one of their largest financial commitments. Your home is where memories are made. If th...
09/15/2026

For many families, their home is one of their largest financial commitments. Your home is where memories are made. If the unexpected happens, life insurance can help pay your mortgage. Let’s help protect the home they love.

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/4xPiKWQ

The value of life insurance isn’t measured by the policy itself, but by the support it can provide the people you care a...
09/08/2026

The value of life insurance isn’t measured by the policy itself, but by the support it can provide the people you care about most.

If the unexpected happens, is your family protected? Benefits from a life insurance policy provide support that can make a meaningful difference for your loved ones during a difficult time. Contact me to learn more.

Address

503 N Main Street, Ste 700
Pueblo, CO
81003

Opening Hours

Monday 5am - 12pm
Tuesday 5am - 12pm
Wednesday 5am - 12pm
Thursday 5am - 12pm
Friday 5am - 12pm
Saturday 5am - 12pm
Sunday 5am - 12pm

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