Is your legacy something you’re building... or something you’re hoping will just happen?

Most people say they want to leave a legacy. But here’s the hard truth: nearly 70% never take steps to define what that means for them, or put a plan in place to make it happen. In this episode of Make It Personal, we’re challenging the narrow idea that legacy is just about money. Because when you pause and ask, “What do I want to be remembered for?”, the answer usually isn’t a dollar amount. It’s impact.

We’ll walk through real-life stories that show how ordinary people are building extraordinary legacies, from a teacher funding her favorite animal shelter, to a couple supporting their church while securing their retirement. Whether you’re mid-career, facing retirement, or simply reflecting on the next chapter of your life, this conversation will help you take meaningful steps toward a legacy that reflects your values, not just your bank account.

Here’s what you’ll learn:

→Why legacy isn’t just financial, it’s personal and emotional

→How to identify the causes and values that define your legacy

→Practical tools like Donor-Advised Funds and Charitable Remainder Trusts

→How to align your estate plan with your long-term impact goals

→The ripple effect of sharing your giving story with your family

"Legacy isn’t just what you give, it’s what you stand for." - Mark Zagurski

This week’s challenge: Take five minutes to write down one cause that speaks to your heart, and one simple way you can support it. Because your legacy starts with your next intentional step.

Like what you heard? Subscribe, share, and leave a review. Then visit makeitpersonalpodcast.com to download free resources or connect with an advisor who can help you build a legacy with purpose.

Connect with Mutual of Omaha Advisors through the following links:

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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.