Dana Troske Financial Advisor

10/22/2026

You’ve probably heard of annuities, but how do they actually work?

Get a better understanding of annuities, the different ways they can provide income and what to consider when exploring your retirement options.

For retirees looking for a safe, secure source of income, an annuity may be the solution. Learn how an annuity could benefit you.

10/22/2026

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/4kceX1z

10/19/2026

Not all life insurance policies are the same, and understanding what to look for can make exploring your options a little easier.

Learn about key factors to consider when reviewing a life insurance policy:

Looking for life insurance? Learn to evaluate life insurance policies by understanding coverage needs, policy types, key features, exclusions & available tools.

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/4yl5RTO

10/13/2026

Planning for your family’s future can involve more than one financial tool.

Learn how life insurance for children works, the potential benefits it may offer and important factors to consider when deciding whether it fits your family’s needs.

Getting life insurance for kids can be a thoughtful part of long-term financial planning, offering lifelong coverage & added flexibility when used alongside adult life insurance, savings, and other financial tools.

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/4zhm79a

10/01/2026

What makes life insurance different from nearly every other financial product?

Before coverage is issued, both your health and your financial situation are considered.

Episode 91 of Make It Personal explores why qualifying matters and why proactive planning can help create more options for the future.

🎧 Watch here: https://mutualofomaha.co/4dfydHm

09/29/2026

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.

09/26/2026

It’s easy to think of life insurance as something to sort out closer to retirement, but it can offer value at many stages of life.

Follow the link to explore seven life events where life insurance can make a difference. https://mutualofomaha.co/4hdalFq

09/24/2026

What if making more money didn't actually make you feel more secure?

Episode 90 of Make It Personal follows the story of a physician family earning over $3 million annually who still felt pressure from taxes, spending, retirement planning, college savings, and uncertainty about the future.

🎧 Watch here: https://mutualofomaha.co/4yWHgoZ