David Russo - Mutual of Omaha

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/4hPEYST

10/14/2026

📈 One of the most important retirement questions isn't "When can I retire?" It's "Am I financially prepared when I do?"

For those considering retirement at 58, factors like income planning, investment withdrawals, healthcare coverage, and inflation can all play a role in long-term success.

This article offers a helpful overview of what to consider before retiring at 58.

Wondering if you can retire at 58? Learn what to consider, including savings, health insurance, Social Security timing, taxes and withdrawals.

10/13/2026

Business owner’s, here's an important question: Do you know what your business is worth today?

Knowing that number can play a key role in planning for growth, protecting your business, preparing for retirement, or exploring future exit opportunities.

If you'd like to start the conversation and gain a clearer picture of your business's value, schedule a time with me [email protected]/bookings/" rel="ugc" target="_blank">https://outlook.office365.com/owa/calendar/[email protected]/bookings/

10/12/2026

Permanent life insurance can mean different things depending on the type of policy. Whole life and universal life both offer lifelong coverage, but they work a bit differently. This article clearly explains how each type works, what sets them apart, and how to think about which may align with your long‑term goals.

Permanent life insurance offers lifelong coverage and a cash-value component. This article outlines the various types of permanent life insurance, highlighting their key similarities and differences, and guides you in choosing one that suits your needs.

10/10/2026

Long-term well-being is built through consistency. The same principle applies to both your health and your financial future.

Healthy eating does not have to mean complicated meals or strict restrictions. Sometimes small choices throughout the day can make the biggest difference.

This article shares simple snack ideas that can help keep you satisfied, support energy levels, and encourage healthier habits over time.

Practice smart snacking by choosing healthy snacks like protein and low carb options that support energy, metabolism, weight management, and overall health.

10/09/2026

Average retirement savings by age can offer useful perspective, but the numbers do not tell the whole story. Looking at both average and median retirement savings by age can help show how balances vary, what may be influencing them and why benchmarks often work best as planning references rather than personal scorecards.

See average and median retirement savings by age, how 401(k) balances vary and what these benchmarks may help you understand about retirement planning.

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/4ygsJDT

10/08/2026

You don’t have to navigate Medicare alone. I can help guide you through your options so you can feel confident in your decision.


Connect with me today.
(203) 220-6217 [email protected]

10/08/2026

Are you on track for retirement? The Make It Personal Podcast has a free eBook, Seven Plays for Retirement Success, that gives you clear, simple steps - from maximizing Social Security to helping make your money last.

👉 Download your free copy today. Your future self will thank you.

🔗 https://mutualofomaha.co/4zpqm2E

10/08/2026

Mutual of Omaha is a brand people know and trust. For more than 60 years, they’ve provided Medicare solutions that fit every lifestyle. Contact me to learn more about the options available to you.


Connect with me today.
(203) 220-6217