22/10/2026
What would you do if a major inheritance suddenly changed your financial picture?
Episode 94 of Make It Personal shares the story of a client who had accumulated assets but wasn't sure how all the pieces should work together.
With retirement, family, protection, and long-term goals to consider, the conversation became less about simply having money and more about creating a clearer direction for it.
🎙️ Watch the latest episode here: https://mutualofomaha.co/4slFlbw