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Why Most Americans Feel Unprepared, And What to Do About It | EP 42

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Manage episode 515201673 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.

We say we want to protect our families. So why don’t we feel ready to? 9 out of 10 Americans feel a deep responsibility to protect their loved ones, but only 2 in 10 believe they’re financially prepared to do it. That disconnect is more than just a stat, it’s a wake-up call. In this episode of Make It Personal, we get honest about the gap between good intentions and real-life readiness, and how to close it, starting today.

Host Mark Zagurski pulls back the curtain on Mutual of Omaha’s latest Protection Index Report, revealing what’s really holding families back from feeling secure. You’ll hear how rising costs, uncertain futures, and a lack of clear guidance are leaving millions stuck in the middle, not in crisis, but far from confident. But it doesn’t have to stay that way.

Whether you’re a single parent, a retiree, or just trying to make ends meet, this episode offers hope, and practical next steps. Mark walks you through four proven actions anyone can take to shift from fear to freedom, including simple habits, honest conversations, and why it might be time to sit down with an advisor (no matter your income level).

In this episode, you’ll learn:

→ Why 77% of Americans feel unprepared to protect their families

→ The biggest fears around medical emergencies and long-term care

→ How income and gender affect financial confidence

→ The “middle ground” mindset, and how to escape it

→ Four next steps to start building financial peace of mind today

“Intentions aren’t enough. We want to protect our families. But too many of us don’t believe we actually can, and that gap creates stress, anxiety, and inaction.” -Mark Zagurski

Take 5 minutes to visit makeitpersonalpodcast.com. Use our free Financial Fitness Calculator, download helpful resources, or connect with an advisor who gets it. And if this episode encouraged you, share it, subscribe, and help others take that first step too.

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

42 episodes

Artwork
iconShare
 
Manage episode 515201673 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.

We say we want to protect our families. So why don’t we feel ready to? 9 out of 10 Americans feel a deep responsibility to protect their loved ones, but only 2 in 10 believe they’re financially prepared to do it. That disconnect is more than just a stat, it’s a wake-up call. In this episode of Make It Personal, we get honest about the gap between good intentions and real-life readiness, and how to close it, starting today.

Host Mark Zagurski pulls back the curtain on Mutual of Omaha’s latest Protection Index Report, revealing what’s really holding families back from feeling secure. You’ll hear how rising costs, uncertain futures, and a lack of clear guidance are leaving millions stuck in the middle, not in crisis, but far from confident. But it doesn’t have to stay that way.

Whether you’re a single parent, a retiree, or just trying to make ends meet, this episode offers hope, and practical next steps. Mark walks you through four proven actions anyone can take to shift from fear to freedom, including simple habits, honest conversations, and why it might be time to sit down with an advisor (no matter your income level).

In this episode, you’ll learn:

→ Why 77% of Americans feel unprepared to protect their families

→ The biggest fears around medical emergencies and long-term care

→ How income and gender affect financial confidence

→ The “middle ground” mindset, and how to escape it

→ Four next steps to start building financial peace of mind today

“Intentions aren’t enough. We want to protect our families. But too many of us don’t believe we actually can, and that gap creates stress, anxiety, and inaction.” -Mark Zagurski

Take 5 minutes to visit makeitpersonalpodcast.com. Use our free Financial Fitness Calculator, download helpful resources, or connect with an advisor who gets it. And if this episode encouraged you, share it, subscribe, and help others take that first step too.

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

42 episodes

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