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Make It Personal Podcast

Make It Personal Podcast

De : Mutual of Omaha Advisors
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 Disclosure: This podcast is for educational purposes only. Strategies discussed may not be suitable for everyone. Mutual of Omaha Investor Services, Inc. does not provide tax or legal advice. Securities and advisory services offered through Mutual of Omaha Investor Services, Inc. Member FINRA/SIPC (www.finra.org) /SIPC (www.sipc.org). This is not an offer or solicitation in any jurisdiction where we are not authorized to do business. Not all Mutual of Omaha Financial Representatives are Financial Advisors. https://makeitpersonalpodcast.com/get-a-quoteMutual of Omaha Advisors Economie Finances privées
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  • How to Pay Yourself Consistently as a Small Business Owner

    How to Pay Yourself Consistently as a Small Business Owner
    Apr 23 2026
    Are you a small business owner who keeps saying, “I’ll pay myself later”? In this episode, we talk about how to pay yourself consistently as a small business owner without guilt, stress, or guesswork. Too many entrepreneurs pour every dollar back into the business and call it discipline, but if your business cannot pay you reliably, it may not be a sustainable business model. This episode is for business owners who want more stability, better cash flow habits, and a smarter owner compensation strategy that supports both personal finances and long-term business growth. You’ll learn why paying yourself is not selfish, how a structured owner pay system can reduce emotional decision-making, and why personal financial stability helps you lead your business with more confidence and clarity. If you have ever wondered how much to pay yourself, when to pay yourself, or whether your business is truly supporting your life, this conversation will help you rethink your approach and create a more intentional compensation plan that builds wealth inside and outside the business.Highlights:→ How inconsistent owner pay creates stress and reactive decision-making→ How setting a percentage of revenue or profit for owner compensation can create discipline→ Why paying yourself consistently improves both business clarity and personal stability→ How to stop relying on whatever money happens to be left over at the end of the month. This conversation also explores the connection between business structure, personal wealth building, and sustainable entrepreneurship for small business owners.→ Download The Game of the Decade eBook→ Download the Seven Principles eBook→ Instagram→ Facebook - Mutual of Omaha Advisors→ Sign Up For a Free Financial Strategy MeetingConnect with Mutual of Omaha Advisors through the following links:→ Download The Game of the Decade eBook: https://makeitpersonalpodcast.com/free-ebook-page-2→ Download the Seven Principles eBook: https://makeitpersonalpodcast.com/free-ebook-page?utm_source=podcast&utm_medium=allplatforms&utm_mediacode=FCF&utm_campaign=makeitpersonal→ Instagram: https://www.instagram.com/makeitpersonal_podcast/→ Facebook - Mutual of Omaha Advisors: https://www.facebook.com/MutualofOmahaAdvisorsFB→ Sign Up For a Free Financial Strategy Meeting: https://makeitpersonalpodcast.com/get-connected/?utm_source=podcast&utm_medium=allplatforms&utm_mediacode=FCF&utm_campaign=makeitpersonal--Investing involves risk, including loss of principal. This podcast is for educational purposes only and may include references to concepts that have legal and/or tax implications. Mutual of Omaha Investor Services, Inc. does not provide tax or legal advice. Please consult with the appropriate professional regarding your personal situation prior to making any financial decisions. Strategies discussed may not be suitable for everyone. Securities and advisory services offered through Mutual of Omaha Investor Services, Inc. Member FINRA/SIPC. Mutual of Omaha Advisors is a division of Mutual of Omaha Insurance Company.
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    2 min
  • How a 13-Week Cash Flow Forecast Can Save Your Business | Ep 67

    How a 13-Week Cash Flow Forecast Can Save Your Business | Ep 67
    Apr 16 2026
    Cash flow is the difference between running your business with confidence and checking your bank account in panic mode every day. In this episode, we break down why revenue is vanity, profit is opinion, and cash is survival for small-business owners who want more stability, less stress, and better decision-making. If you have ever wondered why your business can look healthy on paper but still feel financially tight in real life, this conversation will help you understand the real issue. We explore how cash flow clarity gives business owners more control, more peace of mind, and more resilience when clients pay late, expenses rise, or uncertainty hits. This episode is for entrepreneurs, founders, and small-business owners who want smarter money management, stronger financial visibility, and a better way to plan ahead instead of constantly reacting. If you want to improve business cash flow, strengthen liquidity, and make more confident financial decisions, this episode is a practical place to start. It is also part of our Seven Pillars of Smart Money Management for Small-Business Owners series, designed to help you protect what you are building and lead with greater clarity.You’ll Learn:→ Why cash flow is more important than revenue when it comes to business stability and day-to-day peace of mind. → Why two businesses with the same top-line revenue can feel completely different depending on their liquidity, reserves, and visibility into upcoming cash needs. → Why a 13-week cash flow forecast is one of the most practical tools a resilient business can use to anticipate pressure early, adjust spending, manage receivables, and make smarter decisions before cash gets tight. → How weak cash flow affects your mindset, causing delayed hires, reactive decisions, and second-guessing, while strong cash flow creates confidence, flexibility, and control.Connect with Mutual of Omaha Advisors through the following links:→ Download The Game of the Decade eBook: https://makeitpersonalpodcast.com/free-ebook-page-2→ Download the Seven Principles eBook: https://makeitpersonalpodcast.com/free-ebook-page?utm_source=podcast&utm_medium=allplatforms&utm_mediacode=FCF&utm_campaign=makeitpersonal→ Instagram: https://www.instagram.com/makeitpersonal_podcast/→ Facebook - Mutual of Omaha Advisors: https://www.facebook.com/MutualofOmahaAdvisorsFB→ Sign Up For a Free Financial Strategy Meeting: https://makeitpersonalpodcast.com/get-connected/?utm_source=podcast&utm_medium=allplatforms&utm_mediacode=FCF&utm_campaign=makeitpersonal--Investing involves risk, including loss of principal. This podcast is for educational purposes only and may include references to concepts that have legal and/or tax implications. Mutual of Omaha Investor Services, Inc. does not provide tax or legal advice. Please consult with the appropriate professional regarding your personal situation prior to making any financial decisions. Strategies discussed may not be suitable for everyone. Securities and advisory services offered through Mutual of Omaha Investor Services, Inc. Member FINRA/SIPC. Mutual of Omaha Advisors is a division of Mutual of Omaha Insurance Company.
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    3 min
  • The Truth About Reverse Mortgages (It’s Not What You Think)

    The Truth About Reverse Mortgages (It’s Not What You Think)
    Apr 9 2026
    Reverse mortgages have a reputation, and not a good one. Many people believe they’re risky, predatory, or only for those in financial trouble. But is that actually true? In this episode of Make It Personal, we break down the real story behind reverse mortgages, separating fact from fiction so you can make smarter retirement decisions.If you’re a homeowner nearing retirement or already retired, your home equity may be one of your largest untapped assets. Yet it’s often ignored in retirement planning conversations. This episode explores when a reverse mortgage might actually make sense, how it compares to other strategies like HELOCs or portfolio withdrawals, and what safeguards exist today to protect borrowers.We’re joined by industry expert Chris Bruser, who shares real-life examples, common misconceptions, and practical insights to help you understand how reverse mortgages really work. This is not about selling you on a strategy, it’s about giving you the clarity and confidence to make decisions based on facts, not fear.You’ll Learn:→ You’ll learn what a reverse mortgage actually is in plain English and how it differs from a traditional mortgage. The episode covers the biggest myths, like whether the bank owns your home or if your heirs lose everything, and explains the real impact on legacy planning.→ We also dive into how reverse mortgages fit into a broader retirement income strategy, including when they may be a smart move versus when they should be avoided. You’ll hear real-world use cases, including how retirees use home equity to improve cash flow, fund healthcare, or reduce financial stress.→ Finally, we break down the process, risks, and built-in protections like HUD counseling and non-recourse features so you can evaluate this option with a clear, informed perspective.→ Download The Game of the Decade eBook→ Download the Seven Principles eBook→ Instagram→ Facebook - Mutual of Omaha Advisors→ Sign Up For a Free Financial Strategy MeetingConnect with Mutual of Omaha Advisors through the following links:→ Download The Game of the Decade eBook: https://makeitpersonalpodcast.com/free-ebook-page-2→ Download the Seven Principles eBook: https://makeitpersonalpodcast.com/free-ebook-page?utm_source=podcast&utm_medium=allplatforms&utm_mediacode=FCF&utm_campaign=makeitpersonal→ Instagram: https://www.instagram.com/makeitpersonal_podcast/→ Facebook - Mutual of Omaha Advisors: https://www.facebook.com/MutualofOmahaAdvisorsFB→ Sign Up For a Free Financial Strategy Meeting: https://makeitpersonalpodcast.com/get-connected/?utm_source=podcast&utm_medium=allplatforms&utm_mediacode=FCF&utm_campaign=makeitpersonal--Investing involves risk, including loss of principal. This podcast is for educational purposes only and may include references to concepts that have legal and/or tax implications. Mutual of Omaha Investor Services, Inc. does not provide tax or legal advice. Please consult with the appropriate professional regarding your personal situation prior to making any financial decisions. Strategies discussed may not be suitable for everyone. Securities and advisory services offered through Mutual of Omaha Investor Services, Inc. Member FINRA/SIPC. Mutual of Omaha Advisors is a division of Mutual of Omaha Insurance Company.
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    30 min
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