Storytime with Stephanie: Take away's from "21 Things You Need To Know about $" & "What's Your Plan?"

Welcome to the Money Mastery Unleashed podcast, hosted by certified financial advisor Adam Olson. This episode features a special guest appearance on StoryTime with Stephanie, where Adam shares insights from his two books, "21 Things You Need to Know About Money" and "What’s Your Plan? A Financial Guide to Developing Your Ideal Retirement." Adam, a seasoned financial planner with Mutual of Omaha, dives into practical advice on budgeting, investing, and maintaining financial discipline. Drawing from personal experiences and professional expertise, he discusses the importance of a value-driven approach to money management, ensuring financial decisions align with personal priorities such as faith, family, and fitness. The conversation also highlights the pitfalls of keeping up with societal pressures, emphasizing the need for a thoughtful and organized financial strategy. Whether you’re just starting your financial journey or looking to optimize your retirement plans, this episode is packed with actionable tips to help you achieve financial freedom and security. Tune in to learn how to transform your mindset, master your money, and set yourself up for long-term success. "It takes one generation to stop the cycle of generational poverty and start building generational wealth." - Stephanie Outen Key Takeaways: Developing good habits through budgeting The impact of mindset on financial success Tips for monitoring and improving your credit score Identifying and aligning financial goals with personal values Learn more about Stephanie Outen by visiting the following links: Podcast Instagram Learn more about Adam Olson by visiting the following links: Facebook Personal Website Business Website -- Investing involves risk, including loss of principal.    Be sure to understand the benefits and limitations of your available options and consider all factors prior to making any financial decisions.  Any strategies discussed may not be suitable for everyone.  Securities and advisory services offered through Mutual of Omaha Investor Services, Inc. Member FINRA/SIPC.  Adam Olson, Representative.  Mutual of Omaha Investor Services is not affiliated with any entity listed herein.  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 and its representatives do not offer legal or tax advice. The information presented is subject to change without notice and is not intended as an offer or solicitation with respect to the purchase or sale of any security or insurance product. Mutual of Omaha Investor Services and its various affiliates do not endorse or adopt comments posted by third parties.  Comments posted by third parties are their own and may not be representative or indicative of other's opinions, views, and experiences.