The Big 4: Financial Steps Every College Grad Should Take Now

The Big 4: Financial Steps Every College Grad Should Take Now | EP 20

1M ago 16:33

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In this episode of the Make It Personal Podcast, Mark Zagurski takes recent college graduates, and those advising them, through the essential first steps to financial success after graduation. From ancient graduation traditions like diplomas and gowns to the more modern tradition of student loan debt, this episode highlights both the history and the current challenges facing today’s grads.

With student debt averaging over $29,000 and many young adults feeling anxious about their financial future, Mark emphasizes that while it may feel overwhelming, it’s never too soon to start planning. He outlines four foundational steps every new graduate should take: budgeting, saving, investing, and debt management. Along the way, Mark shares personal stories, practical advice, and timeless principles to help listeners build a solid financial footing as they step into adult life.

You’ll learn:

Why a personal budget is the cornerstone of financial success.
How saving for an emergency fund provides security and flexibility.
The importance of starting to invest early, even in small amounts.
Practical strategies for managing and paying down student debt.
Why balancing living for today with planning for tomorrow is key.

Whether you're a new graduate or someone looking to reset your financial path, this episode provides clear, actionable steps to get you moving in the right direction. Ready to get started? Visit www.makeitpersonalpodcast.com to download the free eBook “Seven Principles for Your Financial Success” or to schedule a no-obligation consultation with one of Mutual of Omaha’s expert advisors. Make smart moves today for a stronger tomorrow!

“The day you walk off your college campus may not be the day you need a formal financial plan, but it’s never too early to have a plan for your future.” - Mark Zagurski

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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.

24 episodes