Think You Don’t Need a Financial Advisor? Here’s Why You’re Wrong | Ep 12

Make It Personal Podcast

In the final episode of this enlightening podcast series, the focus shifts to Principle #7: Find Good Financial Advice Tailored to Fit Your Needs. Over the past seven episodes, host Mark Zagurski has explored the Seven Principles for Your Success, including building a strong career foundation, balancing savings and investing, and protecting your family’s financial future. Mark ties it all together with the essential cornerstone: personalized financial advice.

Too often, personal finance advice is overly generalized, failing to account for unique life circumstances. Social media, financial websites, and so-called “gurus” offer quick-fix solutions, but one-size-fits-all approaches rarely deliver lasting results. Instead, the path to true financial security starts with tailored advice that reflects your individual goals, challenges, and aspirations.

Listeners will learn how to overcome common myths about working with financial advisors, such as the misconceptions that you need a lot of money to get started or that advisors only serve the wealthy. Mark highlights the importance of building a relationship with a trusted advisor who can adapt your financial plan as life evolves.

Key takeaways include:

• Why personalized financial plans outperform generic advice.

• How a financial advisor can help balance living for today with saving for tomorrow.

• Dispelling myths about the cost and value of professional financial guidance.

Start building a financial strategy that grows with you. Subscribe now and schedule a free, no-obligation consultation with a Mutual of Omaha Advisor. Financial freedom is within reach—make it personal, make it yours.

“A sound financial plan has the potential to do more for your future than years of hard work alone.” - 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.