Shows
Safe Money Radio with Brad PistoleEssential Guide to Retirement Success with Tom HegnaThis episode emphasizes the importance of strategic planning for retirement, highlighting the need for sustainable income streams and the role of patience in wealth accumulation. Key strategies discussed include understanding financial products like annuities, ensuring adequate planning for market fluctuations, and preparing for future healthcare costs.• Importance of having a plan for retirement income• The Rule of 72 and its implications for wealth building• The utility of annuities in guaranteeing steady income• Strategies for minimizing risk during market downturns• Discussing the necessity for professional financial advice• Planning for long-term care and associated costsSend us2025-01-2454 minSafe Money Radio with Brad PistoleRetirement Planning Books you MUST READ (In 2025)The episode focuses on the transformative power of essential reading for financial security and personal growth. It explores must-read books that provide insights into successful retirement planning, investment strategies, and the importance of mindset in navigating financial challenges. • Importance of preparing for market downturns • Personal journey from financial struggle to success • Key takeaways from "Don't Worry, Retire Happy" by Tom Hegna • Insights from "The Retirement Savings Time Bomb" by Ed Slott • Comprehensive advice from Dr. Wade Pfau's works on retirement planning • The significance of journaling for reflection and growth • Strategies for managing investments...2024-12-2654 minSafe Money Radio with Brad PistoleOvercoming Adversity: Crafting a Resilient Retirement Plan with Ed Slott & Tom HegnaTwenty-five years ago, I faced a life-altering challenge—a brain tumor diagnosis—that radically changed my perspective on life and finance. That experience became the cornerstone of my approach to retirement planning and inspired me to write "Bulletproof: The Safe and Secure Retirement Income Plan." Renowned IRA expert Ed Slott joins me, having penned the foreword of my book, to discuss how personal health challenges can influence financial strategies, particularly those involving tax-deferred accounts. Whether you're looking for insights on resilient financial planning or interested in the personal narrative that fueled my career, this episode offers valuable perspectives....2024-11-0154 minSafe Money Radio with Brad PistoleUnlocking Financial Security in Retirement: Expert Strategies with Tom Hegna & Ed SlottUnlock the secrets to financial security in retirement as we navigate the complexities of today's unpredictable market. With the combined wisdom of financial experts like Ed Slott, Tom Hegna, and Dr. Wade Pfau, we explore essential strategies for safeguarding your future. From maximizing Social Security benefits to leveraging annuities for guaranteed income, this episode promises to arm you with the knowledge needed to protect your retirement portfolio against market downturns and rising inflation.Join us for an enlightening conversation with esteemed economist Tom Hegna as he shares his insights on incorporating annuities into your retirement income strategy...2024-10-1854 minSafe Money Radio with Brad PistoleSecrets to a Comfortable Retirement in Unstable MarketsEver wondered how to navigate the roller-coaster that is today's economy? In this episode of Safe Money Radio, I recount my journey from youth ministry to top financial planner, sharing invaluable insights into managing your financial future amidst ever-changing economic conditions. You'll hear about real-world challenges in the real estate market, like my own struggle to sell a beloved home at sky-high interest rates, and how these experiences shape a smarter approach to financial planning.Our conversation digs deep into the critical strategies you need for retirement planning, especially if you're nearing that golden age. With expert...2024-09-0654 minSafe Money Radio with Brad PistoleGUEST: Sheryl Moore - The Power of Indexed AnnuitiesGuaranteed income for life—does it sound too good to be true? Join me as we uncover the truths about indexed annuities with Sheryl Moore, a luminary in the world of indexed insurance products. With a career spanning over 25 years, Sheryl has left an indelible mark on the industry, from her early days at Athene to founding her own market research firm. Her latest book, "Why I Bought Indexed Annuities," is praised by economists and industry experts alike. Together, we address the misconceptions and highlight the benefits these financial instruments offer for a stable retirement.This episode pr...2024-08-3054 minSafe Money Radio with Brad PistoleProtect Your Retirement: Proven Strategies for Minimizing Risks and Maximizing IncomeImagine facing retirement without the fear of losing your hard-earned savings. That's the promise we make in this episode of Safe Money Radio with Brad Pistole. As the market experiences renewed volatility, we break down essential strategies to protect your 401ks and 403bs from extreme downturns. Brad, a seasoned financial advisor, shares his 15 years of expertise and introduces you to the concept of asset protection and income planning. We invite you to understand the importance of a "don't lose money" strategy that can safeguard your financial future.What if you could avoid the catastrophic "quadruple whammy" that...2024-08-1054 minSafe Money Radio with Brad PistoleAvoiding Financial Pitfalls: Lessons from Real-Life StoriesEver wondered how to safeguard your retirement with expert precision? Discover how Brad Pistole and a roster of esteemed guests, including Ed Slott, Heather Schreiber, and Tom Hegna, bring elite retirement planning to the forefront in this special episode of Safe Money Radio. Brad reflects on the 15-year journey of the show, sharing heartfelt stories like that of a client who found a beacon of hope and stability through their financial guidance after facing significant personal hardship. Tune in as we cover vital retirement topics such as social security planning, income strategies, risk management, taxes, and Roth conversions, all...2024-07-2454 minSafe Money Radio with Brad PistoleSecrets to a Bulletproof Retirement with Dr. David BlanchettImagine discovering the secret to a retirement that weathers the storm of market fears and tax tides, turning your golden years into a treasure chest of financial security. That's exactly what we're unlocking in today's episode, where I sit down with financial wizard Dr. David Blanchett to dissect the underestimated sequence of returns risk and the elusive 'quadruple whammy' that could sink your retirement dreams faster than the Titanic. Have you ever wondered if your 401(k) is a Trojan horse for your wealth? We're ripping the lid off the retirement risks that experts like Tom Hegna and E...2024-05-0254 minSafe Money Radio with Brad PistoleTOM HEGNA - Nest Egg MasteryUnlock the secrets to weathering financial storms and securing a robust retirement with Tom Hegna, the acclaimed economist and retirement planning maestro. As markets fluctuate and the future seems uncertain, we dissect the strategies that can protect and grow your nest egg, even when the Dow Jones takes a hit. With Tom's unparalleled insight, gleaned from his experience in both the military and financial sectors, we navigate through the complexities of investment choices, ensuring you're armed with the knowledge to make informed decisions. The global economic landscape is as tumultuous as ever, with soaring national debt and g...2024-02-2953 minSafe Money Radio with Brad PistoleWho Wants to be a TRUE Millionaire?Brad talks about his trip to Long Island to film an episode of Who Wants to be a Millionaire with Tom Hegna and Fox Business. Brad also talks about what it means to have TRUE wealth and be a TRUE millionaire. He will also talk about Tom's book, the three stages/phases of retirement. Send us a text2024-01-2554 minSafe Money Radio with Brad PistoleTom Hegna Answers Retirement Planning QuestionsTom Hegna joins Brad Pistole on Safe Money Radio once again to answer retirement planning questions that are on the minds of many people in the 50+ age range. Send us a text2023-08-2154 minSafe Money Radio with Brad Pistole3 Phases of Retirement with Tom HegnaBrad talks about the 3 Phases of Retirement coined by world renowned economist, Tom Hegna. Stage 1: GO GO YEARS - Early retirement, still healthy, doing lots of activities and participating in hobbies. You spend more money in these years.Stage 2: SLOW GO YEARS - Mid retirement, health issues maybe start to lurk in, not as active. Spend less money than in go go years. Stage 3: NO GO YEARS - End of retirement. You are getting closer to the end of life, health will determine your daily lifestyle. Health expenses can add up, and you ma...2023-05-1554 minSafe Money Radio with Brad PistoleWhat Golf and your Retirement Plan Have in Common!Brad talks about how the game of GOLF and your retirement plan have a LOT in common! Featured on today will be a snippet from world renowned economist Tom Hegna, also speaking on the commonalities of golf and a healthy retirement plan, in detail. Topics discussed will be: - Using all the clubs in your bag-Focusing on income rather than asset size-The importance of a diverse approach to retirement If something in this episode has peaked your interest, please feel free to call Safe Money Radio at 866-780-SAFE OR...2023-03-2854 minSafe Money Radio with Brad PistoleSPECIAL GUEST: Tom Hegna joins SMR!World Renowned Economist Tom Hegna joins Brad for an episode of Safe Money Radio to talk about risk control, diversification, sequence of returns risk, long term care, guaranteed lifetime income, the stock market, and even more! For those nearing retirement, this video is one you will want to bookmark.Send us a text2023-03-2254 minSafe Money Radio with Brad PistoleThings to Consider for 2023In today's episode, Brad gives a quick recap of 2022's year end results in the stock market, and overall economy. We also will hear snippets from Tom Hegna throughout the episode. Topics covered today consist of:2022's Year End ReviewWhen the Riskiest Time to Invest is A Horrible Year for BondsKey Takeaways and Things to Consider for 2023If something in this episode has peaked your interest, please feel free to call Safe Money Radio at 866-780-SAFE OR call Brad's office directly at 417-581-9222 if you would like an appointment to review yo...2023-01-1254 minSafe Money Radio with Brad PistoleEconomist Tom Hegna on Steps to Retirement FreedomWorld renowned economist, CLU®, ChFC®, CASL®, Tom Hegna joins Brad to speak about his key steps to retirement freedom! In this episode Brad asks Tom 18 key questions about retirement, and they will speak briefly on topics including: The Importance of Guaranteed IncomeFinding the Right Mixture of Exposure to Risk/SafetyHow to have built in Guaranteed Inflation ProtectionWhy Tom owns 11 AnnuitiesWhat Social Security, Pensions, and Annuities have in common Life Expectancy Projections for those Near Retirement If something in this episode has peaked your interest, please feel f...2023-01-0454 minSafe Money Radio with Brad PistoleEconomist Tom Hegna on Steps to Retirement FreedomWorld renowned economist, CLU®, ChFC®, CASL®, Tom Hegna joins Brad to speak about his key steps to retirement freedom! In this episode Brad asks Tom 18 key questions about retirement, and they will speak briefly on topics including: The Importance of Guaranteed IncomeFinding the Right Mixture of Exposure to Risk/SafetyHow to have built in Guaranteed Inflation ProtectionWhy Tom owns 11 AnnuitiesWhat Social Security, Pensions, and Annuities have in common Life Expectancy Projections for those Near Retirement If something in this episode has peaked your interest, please feel free to call Safe Money Radio at 866-780-S...2022-11-2154 minSafe Money Radio with Brad PistoleA Night at the CasinoBrad tells us all about his one only (unsuccessful) gambling experience in Las Vegas, and compares it to keeping too much of your money in the stock market too close to retirement. After learning about Brad's gambling woes, this episode goes into: Guaranteed Lifetime Income Annuities for Retirement IncomeHow Santa, the Tooth Fairy, and Easter Bunny are related to your RetirementHow to Know which Advisor's to TrustWorld Renowned Economist Tom Hegna's Opinion on Annuities If something in this episode has peaked your interest, please feel free to call Safe Money Radio at 866-7...2022-11-0954 min
Dropping BombsTom Hegna. Retire Smart. Episode 242 with The Real Brad Lea (TRBL)2020-02-2041 min