The Retirement Risk Most Families Never Plan For | EP 81 Titelbild

The Retirement Risk Most Families Never Plan For | EP 81

The Retirement Risk Most Families Never Plan For | EP 81

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What if the biggest threat to your retirement plan is not the stock market, inflation, or taxes, but a long-term care event your family never saw coming? In this episode of Make It Personal, we share a real retirement planning story about a couple in their late 50s and early 60s who had saved well, invested carefully, and prepared for the future, but were still worried one unexpected health event could drain their savings and impact their children.Mutual of Omaha advisor John Bronzema joins the show to explain how long-term care planning, pension decisions, permanent life insurance, retirement income planning, and legacy planning came together in one coordinated strategy. This conversation is for pre-retirees, retirees, and families who want to protect retirement savings, prepare for long-term care costs, make smarter pension and Social Security decisions, and leave a tax-efficient legacy for the next generation. You’ll hear how thoughtful financial planning helped this couple move from fear and uncertainty to confidence, clarity, and freedom to enjoy the retirement they worked so hard to build.Highlights:→ You’ll learn how a real long-term care experience with a parent changed the way this couple looked at retirement risk, family protection, and future health care costs.→ Why pension decisions matter so much in retirement planning, especially when choosing between a higher monthly payout and survivor benefits.→ How permanent life insurance with living benefits can support long-term care planning, pension protection, and legacy goals in one flexible strategy.→ How an annuity income stream helped fund insurance premiums and turned unused retirement assets into a larger protection and legacy plan.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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