Peter Reed - Mutual Of Omaha Insurance Agent

What if your Required Minimum Distribution is more than you actually need to spend?

Episode 83 of Make It Personal explores why RMDs are simply a withdrawal rule—not a spending rule—and how thoughtful planning can help you make more intentional retirement decisions.

Watch here: https://mutualofomaha.co/4g0gHY9

Have you ever noticed how quiet it gets when work ends?

Episode 82 of Make It Personal explores why retirement is about more than managing investments.

Watch here: https://mutualofomaha.co/3S03IxH

What if the biggest threat to your retirement isn't the market—but an unexpected long-term care event?

Episode 81 of Make It Personal features Mutual of Omaha Advisor John Bronzema, who shares how coordinated planning helped one couple protect their retirement income, prepare for future care needs, and leave a meaningful legacy for their family.

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

Where you choose to live in retirement can have a bigger impact than many people realize.

From cost of living and taxes to access to healthcare and lifestyle, location plays a key role in how far your savings go and how you experience retirement day to day.

This article highlights five cities that stand out for retirees and what makes them worth considering.

Planning and Advice Articles | Mutual of Omaha Find insights to help you make decisions about Medicare, retirement, financial planning, business, life insurance and health and wellness.

Average retirement savings by age can offer useful perspective, but the numbers do not tell the whole story. Looking at both average and median retirement savings by age can help show how balances vary, what may be influencing them and why benchmarks often work best as planning references rather than personal scorecards.

Retirement Savings by Age: What Benchmarks Really Show See average and median retirement savings by age, how 401(k) balances vary and what these benchmarks may help you understand about retirement planning.

The idea of retiring early has become increasingly popular, but financial independence looks different for everyone.

This article explains the FIRE movement, which stands for “Financial Independence, Retire Early,” and explores the strategies many people use to save aggressively, reduce expenses, and build long-term financial freedom.

Planning and Advice Articles | Mutual of Omaha Find insights to help you make decisions about Medicare, retirement, financial planning, business, life insurance and health and wellness.

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/4waR5P1

Many people assume disability insurance benefits start right away, but that is not always the case.

Depending on your coverage, that waiting period can range from about 7 days to 90 days or longer, which means having a strategy in place to cover expenses during that time is key.

This article explains the waiting period, also known as the elimination period, which is the time between when you are unable to work and when benefits begin.

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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/4fiY957

💭 What does retirement look like when you're still years away from Social Security and Medicare?

For those considering retirement at 57, the decision involves more than reaching a savings goal. Healthcare coverage, income planning, investment strategy, and managing expenses all become important pieces of the puzzle.

This article explores some of the key factors to consider before making the move.

Can You Retire at 57? Key Factors to Consider Wondering if you can retire at 57? Learn what to consider, including savings, health insurance, Social Security timing, taxes and withdrawals.