Anna McGarity Insurance agent with Mutual Of Omaha Insurance Company

09/07/2026

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

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/4cTBQm4

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/4xjecaM

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/4qnZz3e

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/4bQdYiJ

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/4geGX2a

08/02/2026

Planning for final expenses isn’t easy—but having information ahead of time can help ease the burden on loved ones. I found this article helpful because it explains what goes into the cost of a funeral and what families may want to plan for in advance.

Several factors affect the cost of a funeral, starting with choosing between burial and cremation. Even in that decision, there are quite a few things to consider.

08/02/2026

Heart attacks do not always start suddenly or dramatically, especially in older adults.

Early warning signs can be subtle and easy to dismiss, such as fatigue, shortness of breath, dizziness, or mild chest discomfort that comes and goes. In some cases, these symptoms appear days or even weeks in advance.

This article outlines what to watch for and when to seek care. Your health plays a direct role in your future. Paying attention to small changes can make a meaningful difference over time.

Learn the early warning signs of a heart attack in older adults, including subtle symptoms and when to call 911 or talk to your doctor.

08/02/2026

What you eat can play an important role in supporting healthy blood pressure. Rather than looking for one “miracle” food, it helps to follow a realistic eating pattern built around fruits, vegetables, whole grains, beans, nuts, seeds, fish, lower-sodium choices and fewer heavily processed foods. The DASH diet is one of the best-known examples because it was designed specifically to help lower blood pressure.

Learn which foods may help support healthy blood pressure, which foods to limit and how the DASH diet can make heart-healthy eating simpler.

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/45vK8ML