https://outlook.office.com/bookwithme/user/c3c9025941e548cdbc17dca87f935d33@mutualofomaha.com?anonymous&ismsaljsauthenab

Ivy Kirkman: Financial Advisor at Mutual of Omaha

Home
United States
Phoenix, AZ
Ivy Kirkman: Financial Advisor at Mutual of Omaha

Call Directions Website Contact the business

I help individuals & couples protect what they’ve built, grow their wealth, and create a clear plan for retirement. AZ-based | Serving multiple states

Whether planning your next chapter or seeking clarity, I simplify the process and guide you every step. Disclosures: This is not an offer or solicitation in any jurisdiction where we are not authorized to do business
1. Insurance Licensed in: AZ, CA, IA, MN, NM, OR
CA License Number: 4484902
2. Disclosure: http://www.mutualofomaha.com/disclosure/
3. Securities and advisory services offered through Mutual of Omaha Investor Services, Inc., Member FINRA (www.finra.org)/SIPC(www.sipc.org).
4. Mutual of Omaha Advisors is a division of Mutual of Omaha Insurance Company.
5. The third-party comments displayed are not verified, may not be accurate and are not necessarily representative of our client experiences.
6. This page/profile may contain links to a variety of sites maintained by third parties. We do not endorse, warrant or approve of the content, correctness or accuracy of those third party sites.

10/31/2026

This is not real news, just a little Halloween fun!👻

Your finances don’t have to scare you. Let’s make a plan together where you leave feeling confident about your money! Link in bio.

-

Securities and advisory services offered through Mutual of Omaha Investor Services, Inc., Member FINRA /SIPC. The information is not intended, and should not be construed as tax or legal advice. Not an actual news report.

10/29/2026

Working with people every day coming from all different experiences and stages of life has shown me something.

Almost everyone wants the same things...

The newlywed wants security.

The business owner wants security.

The retiree wants security.

The parent wants security.

They just define it differently.

Some people think security means:
A large savings account.

Others think it means:
No debt.

Others think it means:
Knowing their family would be okay if something happened to them.

That's why I've realized money is rarely about money.
It's about what money represents.

Freedom.
Options.
Peace of mind.
Time.
Family.
Purpose.

I feel blessed to learn at a young age that...
Maybe financial success isn't reaching a certain number.

Maybe it's waking up and knowing your money is helping you live the life you actually want.

I'm curious.
When you think of financial success...
What's the first word that comes to mind?

Securities and advisory services offered through Mutual of Omaha Investor Services, Inc., Member FINRA /SIPC. The information is not intended, and should not be construed as tax or legal advice.

10/27/2026

This is one of the biggest money mistakes I see.

When people get a raise, the natural reaction is often to increase their spending. Before long, they feel just as tight on money as they did before, despite earning more.

Instead, consider investing some or all of your raise. Small increases invested consistently can add up significantly over time and have a meaningful impact on your future.

The examples discussed in this video assume an average annual return of 7%. This is for illustrative purposes only. All investing involves risk, including the possible loss of principal. Investment returns are not guaranteed.

Securities and advisory services offered through Mutual of Omaha Investor Services, Inc., Member FINRA /SIPC. The information is not intended, and should not be construed as tax or legal advice.

10/22/2026

One of the biggest misconceptions I see is that making more money automatically solves financial stress.

It doesn't.

I've worked with people making six figures who still feel behind, and I've seen people with much smaller incomes feel completely in control.

Why?

Because financial confidence doesn't come from income. It comes from having a plan.

Knowing where your money is going.

Knowing whether you're saving enough.

Knowing what would happen if life throws you a curveball.

Knowing if retirement is actually on track.

When you don't have a plan, every financial decision feels like a guess.

When you do have a plan, decisions get easier because you have a framework to follow.

If you're making good money but still find yourself wondering, 'Am I doing the right things?' you're not alone.

That question is usually less about money and more about clarity.

And clarity is exactly what a financial plan is designed to provide.

If this feels like you, schedule some time with me. I'd love to meet you! https://mutualofomaha.co/4if6tUQ

Securities and advisory services offered through Mutual of Omaha Investor Services, Inc., Member FINRA /SIPC. The information is not intended, and should not be construed as tax or legal advice.

10/04/2026

Ever wonder what a real-life household budget actually looks like? Here’s a peek into ours.

One thing we really try to prioritize is "paying ourselves first."

Before we start spending, we set aside money for the goals we know are important to us.

Then we cover our needs, and yes, we leave room for fun too.

Because I don’t think a good budget should make you feel like you can’t enjoy your money. It’s about being intentional with it so you can spend on what matters to you without feeling guilty or wondering where it all went.

Our numbers won’t look like yours, and yours won’t look like someone else’s.

The important part is having a plan for where your money is going and why!

-

Securities and advisory services offered through Mutual of Omaha Investor Services, Inc., Member FINRA /SIPC. The information is not intended, and should not be construed as tax or legal advice. Consult with your tax, legal or investment professional before taking any action based on this information. All investing involves some risk, including possible loss of principal.

09/29/2026

As Life Insurance Awareness Month wraps up, let's bust 5 common myths I hear all the time:

Myth 1: "I’m young and healthy, I don't need it yet."
Youth and health mean locking in the lowest rates you’ll ever get. Waiting only increases the cost and risks losing eligibility down the road.

Myth 2: "It’s too expensive."
Most people overestimate the cost. For a healthy adult, term coverage can cost about as much as a streaming subscription or two each month.

Myth 3: "My policy through work is enough."
Employer policies typically cover only 1–2x your salary, whereas a solid baseline is 10–12x. Plus, that coverage disappears if you change jobs or retire.

Myth 4: "Stay-at-home parents don't need coverage."
Childcare and home management carry immense financial value. Replacing those contributions if something happens to a stay-at-home parent costs real money.

Myth 5: "I have a will, so I’m set."
A will dictates who receives your assets; life insurance generates the capital to take care of your family. They perform completely different roles in a plan.

If you’ve believed any of these, make sure to do your research and ensure your family is fully protected. Give me a call if you want to walk through your coverage or have questions! 515-829-8665

-

Securities and advisory services offered through Mutual of Omaha Investor Services, Inc., Member FINRA /SIPC. The information is not intended, and should not be construed as tax or legal advice. Consult with your tax, legal or investment professional before taking any action based on this information. All investing involves some risk, including possible loss of principal.

09/22/2026

Being your own boss means you’re in charge of your own retirement plan, and a traditional IRA isn’t your only option!

If you’re self-employed with no full-time employees, options like a Solo 401(k) or SEP IRA can allow for much higher contribution limits and flexibility as your income changes year to year.

Stop defaulting to what’s familiar and build a strategy that actually fits your life and business. Unsure which vehicle is right for you? Drop a comment below or shoot me an email! 💬✨ [email protected]

08/20/2026

Here’s how Max and I handle our money as a couple! Swipe through to see our exact step-by-step cash flow system.📲

Managing money is never one-size-fits-all. If you want help building a savings strategy that actually works for your lifestyle send a DM, or call me at 515-829-8665. I’d love to chat!

-

Securities and advisory services offered through Mutual of Omaha Investor Services, Inc., Member FINRA /SIPC. The information is not intended, and should not be construed as tax or legal advice. All investing involves risk, including possible loss of principal

08/20/2026

The 4% rule is a great reality check. Most of the time, people don’t realize how much money they need to save up to be able to achieve the annual income they’re hoping to have in retirement.

If you’ve never calculated your retirement number, feel free to reach out, and I’d love to help!

Securities and advisory services offered through Mutual of Omaha Investor Services, Inc., Member FINRA /SIPC. The information is not intended, and should not be construed as tax or legal advice.

08/18/2026

Ever heard of an RMD? That stands for Required Minimum Distribution, and if you have a Traditional IRA or 401(k), it’s something you’ll want on your radar.

Once you hit a certain age, the IRS requires you to start withdrawing a set amount from those accounts every year—whether you actually need the money or not! Because you got a tax break when you originally put the money in, RMDs are simply how the IRS gets its share down the road. The catch? Those mandatory withdrawals can trigger a surprise tax bill.

The good news is you don’t have to just wait and get hit with taxes. Strategies like Roth conversions can help you stay ahead of the game and keep more of your hard-earned savings. It’s never too early to start building a plan. Reach out if you want help creating that plan!

-

Securities and advisory services offered through Mutual of Omaha Investor Services, Inc., Member FINRA /SIPC. The information is not intended, and should not be construed as tax or legal advice. All investing involves risk, including possible loss of principal

Address

3200 E Camelback Road Ste 190
Phoenix, AZ
85018

Telephone

+15158298665

Website

https://outlook.office.com/bookwithme/user/[email protected]?anonymous&ismsaljsauthenab

Alerts

Be the first to know and let us send you an email when Ivy Kirkman: Financial Advisor at Mutual of Omaha posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.