David Russo - Mutual of Omaha

07/22/2026

Choosing the right retirement plan is not always straightforward. With options like 401(k)s, IRAs, and other strategies, each comes with different benefits, tax advantages, and long-term considerations.

This article breaks down how to evaluate different retirement plans and what to consider when deciding what fits your goals.

There is no one-size-fits-all approach. The right plan depends on your income, tax situation, timeline, and long-term objectives. In many cases, a combination of strategies can help create a more balanced and flexible retirement plan.

I work with clients to simplify these decisions and build a strategy that aligns with where they are today and where they want to go in the future.

If you are unsure which retirement plan makes the most sense for you, it may be time to take a closer look.

Discover different retirement plans and the factors to consider when choosing a specific type. Learn the pros and cons of each plan, as well as the tax implications.

07/20/2026

Life insurance is meant to help protect the people or causes you care about most. That's why choosing the right beneficiary can be so important. Without a beneficiary, your life insurance proceeds may not go where you want them to.

You’ve decided to purchase a life insurance policy, but don’t know how to choose a beneficiary. Here are tips to help you get started.

07/18/2026

A big birthday shoutout to Co-Host Peter Gros, who’s been a part of the Wild Kingdom team since 1985! Celebrate Peter’s birthday with us by doing one of his favorite things — getting outside to enjoy nature!

Watch Peter on Mutual of Omaha’s Wild Kingdom Protecting the Wild on NBC and classic Wild Kingdom episodes on YouTube. https://mutualofomaha.co/44FH3th

07/16/2026

Think all the money in your Roth 401(k) automatically moves into a Roth IRA?

Not always.

This week's episode discusses how Roth and pre-tax dollars are tracked during a rollover, why changing investments doesn't affect the tax treatment of your money, and the important difference between a rollover and a Roth conversion.

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

07/15/2026

Term or permanent life insurance? Understanding the difference is key to choosing coverage that fits your life today—and tomorrow. This article walks through what to know before deciding.

07/13/2026

Did you know that sharks actually help increase the number of fish in our ocean? This Shark Month, discover the truth behind this misunderstood animal.

Watch as Mutual of Omaha’s Wild Kingdom Protecting the Wild Co-Host Peter Gros goes on a shark expedition with conservationists to help track bull sharks. https://mutualofomaha.co/4wFSg9g

07/13/2026

From picking a repayment plan to cutting costs, these tips can help you get ahead on debt and build financial momentum.

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07/09/2026

What if a few key Social Security decisions could add thousands of dollars to your retirement income?

This week's episode discusses often-overlooked claiming strategies, including spousal, survivor, and divorced spouse benefits, along with the factors that can influence the best time to claim.

🎧 Watch here: https://mutualofomaha.co/4f4G5vl

07/08/2026

Purchasing life insurance with no medical exam is a convenient and fast way to get the coverage you need and help protect your family's future. Getting a no-exam life insurance policy may be the right option if you're concerned about your health, are traveling, or are too busy to consider other options.

If you want the security of life insurance, but don’t want to take the medical exam, you still have a surprisingly large number of options.

07/06/2026

Retirement planning can feel complex, especially when it comes to tax‑advantaged accounts. I found this article helpful because it breaks down how a Roth IRA works, why tax‑free growth matters, and what rules to be aware of, all in plain language.

Learn what a Roth IRA is, how it works, and who can contribute. Understand income limits, withdrawal rules, and how a Roth IRA supports retirement planning.