JJ Stone - Financial Advisor at Mutual of Omaha

05/11/2026

What could one emotional financial decision cost?

Episode 96 of Make It Personal takes a closer look at the factors that can influence financial decision-making.

The episode explores why taking a step back and considering the bigger picture can be important when making financial decisions.

🎙️ Watch here: https://mutualofomaha.co/4z7VROf

04/11/2026

Have you ever wondered how long your money could last?

This easy-to-use calculator can help you estimate how your savings may be affected over time based on factors like spending, income, and other financial assumptions.

Try the calculator: https://mutualofomaha.co/4sIftXl

Use our Savings Calculator to determine how long your money will last and better predict your retirement.

03/11/2026

Working toward multiple financial goals doesn't have to be an all-or-nothing decision.

Whether you're building an emergency fund, saving for retirement, or working toward another milestone, this short video shares simple strategies that can help you prioritize your goals and make steady progress over time.

Watch here: https://mutualofomaha.co/4zJzuQl

Learn tips for short- and long-term financial goal planning and find out how to achieve financial success with these practical strategies.

29/10/2026

Do you think about taxes throughout the year, or only when it's time to file?

Episode 95 of Make It Personal explores the difference between simply reporting financial decisions that have already happened and considering potential tax implications as part of your broader financial strategy.

🎙️ Watch here: https://mutualofomaha.co/4sv4XCX

28/10/2026

Saving toward a financial goal? Knowing where you stand can be a helpful place to start.

Use this calculator to estimate how long it may take to reach your savings goal:
https://mutualofomaha.co/4iq0xsr

You know how much you’ll need to reach your financial goal. Use this calculator to estimate how long it may take to get there.

27/10/2026

Did you know many money habits are formed by age seven? That’s why early financial literacy matters.

Simple practices like dividing money into Spend, Save, and Give, setting goals, or rewarding learning can help kids understand the value of money and build confidence through everyday experiences.

When parents lead by example and make money conversations normal, kids gain skills that last a lifetime.

📖 Read more here:

Learn how to teach financial literacy for kids with age-appropriate activities, books, and courses. Start building your child's money management skills today.

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/4dTYzyX

21/10/2026

Supporting aging loved ones is deeply meaningful, but it shouldn’t come at the expense of your own financial stability. This article explains how caregivers can manage finances with more clarity and confidence.

Learn how family caregivers can manage finances while supporting aging loved ones. Discover budgeting, legal planning, and assistance programs to ease the burden.

20/10/2026

You’ve carefully crafted your life plan, outlining each move and financial goal. Yet, life takes a sudden, unexpected turn. Learn how you can manage financial emergencies with these useful financial planning tips.

Learn smart financial planning tips to weather life’s surprises. Build resilience with budgeting, insurance, diversification and guidance.

15/10/2026

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/4z9L2Mt