Search a title or topic

Over 20 million podcasts, powered by 

Player FM logo
Artwork

Content provided by Mutual of Omaha Advisors. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Mutual of Omaha Advisors or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
Player FM - Podcast App
Go offline with the Player FM app!

Seven Plays for Winning the Most Important Ten Years to Retirement Success | Ep 29

10:27
 
Share
 

Manage episode 496239227 series 3637790
Content provided by Mutual of Omaha Advisors. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Mutual of Omaha Advisors or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Mark Zagurski introduces the eBook The Game of the Decade: Seven Plays for Winning the Most Important Ten Years to Retirement Success, targeting pre-retirees who need a personalized action plan. He outlines the seven plays: maximizing the five years before and after retirement, determining retirement income needs, managing taxes, optimizing Social Security, planning for early retirement, addressing healthcare, and finding a financial coach. Mark emphasizes that modern retirement planning is more complex than in past generations, requiring tailored strategies to navigate longer life expectancies and declining pensions.

You’ll learn:

→ The seven key strategies for a successful retirement.

→ Why the ten years surrounding retirement are critical for financial security.

→ How modern retirement differs from past generations due to longer lifespans and rising costs.

→ The importance of a personalized plan for pre-retirees.

→ How a financial advisor can help you achieve your retirement goals.

“The thing about personal finance is... well, it’s personal. If you want your plan to be personal, it has to be tailored to you.” - Mark Zagurski

Download the free eBook at www.makeitpersonalpodcast.com and schedule a no-obligation consultation with a Mutual of Omaha advisor to start planning your retirement today.

Connect with Mutual of Omaha Advisors through the following links:

Download The Game of the Decade eBook

Download the Seven Principles eBook

Instagram

Facebook - Mutual of Omaha Advisors

Sign Up For a Free Financial Strategy Meeting

--

Investing involves risk, including loss of principal.

This podcast is for educational purposes only and may include references to concepts that have legal and/or tax implications. Mutual of Omaha Investor Services, Inc. does not provide tax or legal advice. Please consult with the appropriate professional regarding your personal situation prior to making any financial decisions. Strategies discussed may not be suitable for everyone. Securities and advisory services offered through Mutual of Omaha Investor Services, Inc. Member FINRA/SIPC. Mutual of Omaha Advisors is a division of Mutual of Omaha Insurance Company.

  continue reading

43 episodes

Artwork
iconShare
 
Manage episode 496239227 series 3637790
Content provided by Mutual of Omaha Advisors. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Mutual of Omaha Advisors or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Mark Zagurski introduces the eBook The Game of the Decade: Seven Plays for Winning the Most Important Ten Years to Retirement Success, targeting pre-retirees who need a personalized action plan. He outlines the seven plays: maximizing the five years before and after retirement, determining retirement income needs, managing taxes, optimizing Social Security, planning for early retirement, addressing healthcare, and finding a financial coach. Mark emphasizes that modern retirement planning is more complex than in past generations, requiring tailored strategies to navigate longer life expectancies and declining pensions.

You’ll learn:

→ The seven key strategies for a successful retirement.

→ Why the ten years surrounding retirement are critical for financial security.

→ How modern retirement differs from past generations due to longer lifespans and rising costs.

→ The importance of a personalized plan for pre-retirees.

→ How a financial advisor can help you achieve your retirement goals.

“The thing about personal finance is... well, it’s personal. If you want your plan to be personal, it has to be tailored to you.” - Mark Zagurski

Download the free eBook at www.makeitpersonalpodcast.com and schedule a no-obligation consultation with a Mutual of Omaha advisor to start planning your retirement today.

Connect with Mutual of Omaha Advisors through the following links:

Download The Game of the Decade eBook

Download the Seven Principles eBook

Instagram

Facebook - Mutual of Omaha Advisors

Sign Up For a Free Financial Strategy Meeting

--

Investing involves risk, including loss of principal.

This podcast is for educational purposes only and may include references to concepts that have legal and/or tax implications. Mutual of Omaha Investor Services, Inc. does not provide tax or legal advice. Please consult with the appropriate professional regarding your personal situation prior to making any financial decisions. Strategies discussed may not be suitable for everyone. Securities and advisory services offered through Mutual of Omaha Investor Services, Inc. Member FINRA/SIPC. Mutual of Omaha Advisors is a division of Mutual of Omaha Insurance Company.

  continue reading

43 episodes

All episodes

×
 
Loading …

Welcome to Player FM!

Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.

 

Copyright 2025 | Privacy Policy | Terms of Service | | Copyright
Listen to this show while you explore
Play