David Russo - Mutual of Omaha

06/03/2026

Knowing when to apply for Social Security is an important part of building a reliable retirement income strategy. The age you choose can impact your monthly benefit and how your retirement plan comes together over time. This guide explains key timing considerations and helps reduce confusion around the application process.

Learn when to apply for Social Security in 2026, how early you should file, and how long it takes to receive your first benefit payment.

06/02/2026

Medicare decisions are not just about coverage, they are about timing.

This AARP guide breaks down the key Medicare deadlines and enrollment windows that can impact your coverage, costs, and even potential penalties.

I often see how confusing these timelines can be. Medicare is not automatic for everyone, and the decisions you make around enrollment can have long-term financial implications.

Having a clear plan in place can help you avoid unnecessary costs and make sure your coverage aligns with your needs.

If you are approaching Medicare eligibility or have questions about your options, I am here to help.

As fewer and fewer retirees get their Medicare cards automatically, more face decisions that could affect their Medicare coverage and potential monetary penalties.

06/01/2026

You’re not alone if the idea of spending in retirement feels stressful. Many retirees worry about making their money last—even when they’ve planned well. This article explores why that anxiety is so common and how thoughtful planning can help turn fear into confidence.

Discover helpful tips that can help you reduce anxiety about spending during retirement and get the most from this new chapter in life.

05/29/2026

Protecting your future is not just about finances. Your health plays a major role in your overall plan, from retirement timing to long-term care considerations.

Taking a proactive approach, both financially and physically, can make a meaningful difference over time.

We have a commitment to corporate social responsibility that drives how we show up for our community, customers and associates.

05/28/2026

Hope isn’t a strategy. Protection is what keeps your business resilient when the unexpected happens.

This episode of Make It Personal discusses why planning for the unexpected is essential and how the right protection strategies can help prevent disruption from becoming disaster.

🎧 Learn more: https://mutualofomaha.co/4vgv9Bj

05/27/2026

Retirement doesn’t start at a single, universal age. While milestones like age 62 or full retirement age often guide the conversation, the real question is whether your income, savings, and lifestyle goals are ready to support life after work. Understanding key retirement milestones can help you decide when retirement may fit into your long‑term plan.

Find insights to help you make decisions about Medicare, retirement, financial planning, business, life insurance and health and wellness.

05/26/2026

Automation makes life easier, but it can also make it easier to overlook where your money is going.

In this article, Nate Hobson, National Sales Director at Mutual of Omaha Advisors, breaks down how recurring charges and “set-it-and-forget-it” spending habits may be quietly impacting your financial picture.

Worth the read if you’re looking to stay more intentional with your finances.

Invisible transactions are reshaping finances. Here's how to fix it.

05/25/2026

Let’s take a moment to pay tribute to the courageous men and women whose unwavering commitment and ultimate sacrifice have helped protect and preserve the freedoms we cherish.

05/22/2026

Long-term well-being is not about extremes. It is about balance, consistency, and making informed choices over time.

The same mindset applies to both your health and your financial future.

Learn whether chocolate can raise blood pressure, whether dark chocolate may help, and which types are better or worse for people with hypertension.

05/21/2026

What if your financial decisions today could support your life now and create opportunities for generations to come?

Episode 72 of Make It Personal explores the “Legacy Loop” and how intentional planning can help you build wealth that extends beyond your lifetime.

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