Shows
Above The BusinessEpisode 473: From Lieutenant Colonel to Retirement Guru - Tom Hegna's Mathematical Path to Financial SecurityWe're thrilled to welcome Tom Hegna, CLU, ChFC, CASL, to Above the Business. Tom is widely recognized as THE leading expert speaker on optimal retirement solutions and has earned his reputation as the definitive Retirement Income Expert. With an impressive background as a former Senior Executive Officer at New York Life, retired Lieutenant Colonel, and economist, he brings a unique blend of military discipline, corporate leadership, and economic expertise to our conversation with Bradley.Tom has condensed his considerable knowledge into five groundbreaking books:Paychecks and Playchecks: Retirement Solutions for Life - This bestseller ranks...2025-06-2330 min
The Retirement Planning PodcastEpisode 11: How to retire "happy" with guest Tom HegnaRetirement Planning Insights with guest Tom Hegna, CLU, ChFC, CASL: The Myths, Risks, and Solutions and How to Retire "Happy"In this episode of the Retirement Planning Podcast, hosts Darrin McComas and Jason Fox welcome special guest Tom Hegna, a bestselling author and host of CNBC’s “Financial Freedom with Tom Hegna.” Tom discusses common misconceptions about retirement planning, emphasizing that it's not just about achieving a financial number but about ensuring increasing income and managing risks. He shares insights from his new show, sheds light on the importance of incorporating annuities and life insurance into retirement portfolios, and of...2025-06-1828 min
Financial Freedom with Tom HegnaEpisode 5 - The Retirement Power Duo Disrupting Tax Myths and Market FearGuests: Karen Stawicki & Samantha Irish | Co-Founders, Compass Financial (Charleston, SC) - A mother-daughter team on a mission to help high-net-worth clients minimize taxes and build a retirement income they can’t outlive.Episode Overview:Markets wobble. Taxes rise. Most retirees feel trapped and afraid they’ll outlive their savings or pay more to the IRS than they must. In this episode, Karen Stawicki and Samantha Irish unveil the strategies behind their bestselling book, The Power of Three, and reveal how ordinary families can reclaim control over both taxes and income. They call themselves the “...2025-06-0529 min
RichLife Retirement Show with Beau HendersonWho Wants to Be a Millionaire? Financial Wisdom for Generations X, Y, Z with Tom Hegna - EP031Retirement income expert Tom Hegna joins Beau Henderson for a dynamic discussion on building wealth across generations. In this special episode of the RichLife Retirement Show with Beau Henderson, they explore themes from Tom's latest book, Who Wants to Be a Millionaire?, created specifically to help Generations X, Y, and Z take control of their financial future.With humor, heart, and decades of financial experience, Tom shares actionable advice for creating lasting wealth — starting with the basics of earning more, spending wisely, and investing in appreciating assets. He...2025-05-1248 minFinancial Freedom with Tom HegnaEpisode 1 - Daniel RondbergDaniel Rondberg is an American serial entrepreneur, author, and keynote speaker. He is best known for his bestselling books No Stone Left Unturned, Retirement Simplified, and Pay Off Your Mortgage. Rondberg is the founder of The Rondberg Companies under which he operates Cass & Spence Publishing, and Advisors to Authors.Rondberg is regarded for his clear-cut style of writing and storytelling that focuses straight on the core concepts of financial strategies on tax reduction and retirement security. He was listed in Yahoo Finance’s top ten entrepreneurs of 2021 in February 2021.Rondberg has been featured in several me...2025-05-0826 min
CBS SpotlightTom HegnaIn the latest CBS Spotlight episode, retirement expert and economist Tom Hegna shares his insights on achieving a financially secure retirement. With over 30 years of experience, Tom emphasizes the importance of guaranteed lifetime income and offers strategies to ensure financial stability throughout retirement. His engaging presentation simplifies complex financial concepts, making them accessible and actionable for all.2025-04-0721 min
Protecting Your Assets with Steve ShymanDon't Worry, Retire Happy, with Special Guest Tom HegnaOn this week’s episode, Steve Shyman and Tom Hegna discuss essential strategies for retirement planning, emphasizing the importance of guaranteed income, maximizing social security benefits, and the psychological aspects of spending in retirement. Hegna shares insights from his books, highlighting the need for a solid financial plan and the benefits of annuities. The discussion also touches on the concept of hybrid retirement, where individuals can balance work and leisure, and the importance of having a financial advisor to navigate retirement complexities. If you have any questions about retirement planning call Wilsave Financial 833-945-7283 or...2025-03-2949 min
Stay Paid Podcast🔥 The Wealth Playbook: How to Retire Rich & Happy! [Tom Hegna’s Proven Strategy]Want to retire with financial freedom and zero stress? You need a strategy, not just savings. In this episode, we sit down with Tom Hegna, one of the most respected retirement and wealth-building experts in the industry, to break down the simple yet powerful steps to building wealth and securing your retirement. 🎙 What you’ll learn: ✅ The #1 mistake people make with their money (and how to fix it) ✅ Why real estate shouldn’t be your only investment—and what to do instead ✅ How to turn your car payment into a million-dollar...2025-03-1726 min
62WhoKnew - The PodcastRetirement Planning with Tom HegnaIn this episode of the 62 Who Knew podcast, host Michael Banner welcomes back financial expert and best-selling author Tom Hegna, alongside a panel of industry leaders, including Matt McCann (LTC News), Jon Thomas (Amada Senior Care), and Cassandra Watson (Platinum LTC Solutions). They explore key strategies for securing a financially stable retirement, covering annuities, Social Security planning, long-term care insurance, and home equity management.Tom shares insights from his book Don’t Worry, Retire Happy and explains why guaranteed income is the cornerstone of a worry-free retirement. The conversation also uncovers misconceptions about annuities, the role of long-term care in...2025-03-1759 min
BetterWealth with Caleb GuilliamsHow to Guarantee You’ll NEVER Run Out of Money in Retirement | Tom HegnaTom Hegna breaks down the math, risks, and misconceptions of retirement planning, sharing proven strategies to ensure you have enough income for life, no matter how long you live.0:00 Intro0:39 What Is Your Initial Retirement State of the Union3:03 Challenges You See with the Number of People Retiring5:43 What Are Your Thoughts on Ending Taxes on Social Security?10:53 What Are Your Regrets?11:33 Three Lessons15:24 Thoughts on Alternative Investments19:47 Asset Allocation as an Entrepreneur22:45 To Make More Money, You Have To Provide...2025-03-1547 min
ICTPODCASTTom Hegna, "Don't Worry, Retire Happy" tomhegna.com"I came with a strong message at a time people needed it." -Tom Hegna Tom teaches people simple, applicable ideas to take action towards accumulating money-- some people call it Retirement. I prefer to think of it as financial freedom, in any event, he will make the habit of doing it easier for you. Tom has a dynamic personality. And that is often what it takes to get people to take action. Tom Hegna has a great story. He was entrepreneurial as a young child growing up in Minnesota. His ealry career in the...2025-02-1043 min
The Safe Money Retirement ShowTom Hegna interview discussing why it's vital to make a plan for long-term care and the difference between needs and wants in retirementIn this week's episode, we'll discuss why it's so important to make a plan for long-term care with multi-bestselling author Tom Hegna. What if you have medical issues and cannot get approved for a traditional LTC plan? What is the difference between what you need and what you want your income to do in retirement? Isn't it time to get answers to the tough retirement questions now?Join Certified Financial Fiduciary® and bestselling author Tim Wood each week to discuss protecting your retirement dollars, guaranteeing your lifetime income, wisely planning for taxes, and more. Visit us online a...2025-01-0315 minThe Safe Money Retirement ShowTom Hegna interview discussing what an optimal retirement plan looks like and if you can do it yourselfIn this week's episode, we'll explore if being a do-it-yourself investor makes sense in retirement and what an optimal plan looks like with multi-bestselling author Tom Hegna. Is there a wise plan for younger people to follow to be in a great position for retirement? Does someone really need a retirement expert to help them plan their retirement? Isn't it time to get answers to the tough retirement questions now?Join Certified Financial Fiduciary® and bestselling author Tim Wood each week to discuss protecting your retirement dollars, guaranteeing your lifetime income, wisely planning for taxes, and more. V...2024-12-1715 minThe Safe Money Retirement ShowTom Hegna interview discussing why replacing bonds with annuities can be wise and why some think they don't like annuitiesIn this week's episode, we'll discuss if replacing bonds with annuities in retirement makes sense with multi-bestselling author Tom Hegna. Why would a retiree want to have annuities instead of bonds? Why do some people think they don't like annuities? Isn't it time to get answers to the tough retirement questions now?Join Certified Financial Fiduciary® and bestselling author Tim Wood each week to discuss protecting your retirement dollars, guaranteeing your lifetime income, wisely planning for taxes, and more. Visit us online at www.SafeMoneyRetirement.com for more information, to join us for this week's webinar, or t...2024-12-0315 minThe Safe Money Retirement ShowTom Hegna interview discussing if guaranteed lifetime income is too good to be true and how it worksIn this week's episode, we'll explore if guaranteed lifetime income is too good to be true with multi-bestselling author Tom Hegna. What are the risks to the companies offering these plans? What is retirement alpha and how does it apply to retirement income? Why are mortality credits vital to your income plan in retirement? Isn't it time to get answers to the tough retirement questions now?Join Certified Financial Fiduciary® and bestselling author Tim Wood each week for a discussion about protecting your retirement dollars, guaranteeing your lifetime income, wisely planning for taxes, and more. Visit us o...2024-11-1315 min
Safe 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 min
Retirement Solutions - The PodcastFinancial Lessons from a Retirement Income Expert: Tom Hegna (Ep. 9)Are you making the most of your wealth opportunities, or are common financial myths holding you back? In this episode, Tyson and Ryan Thacker chat with Tom Hegna, a renowned economist and bestselling author, to explore why the way we think about wealth might be all wrong. Together, they unravel surprising truths about building financial … Read More Read More2024-10-2323 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 minThe Safe Money Retirement ShowTom Hegna's Don't Worry, Retire Happy; 7 Steps to Retirement SecurityIn this week's episode, we'll explore the wisdom my friend Tom Hegna shares in his bestselling book Don't Worry, Retire Happy. What does having a plan really mean? How can you protect your savings from inflation? Is having a guaranteed lifetime income important? What about long-term care? Isn't it time to get answers to the tough retirement questions now?Join Certified Financial Fiduciary® and bestselling author Tim Wood each week for a discussion about protecting your retirement dollars, guaranteeing your lifetime income, wisely planning for taxes, and more. Visit us online at www.SafeMoneyRetirement.com for more i...2024-10-1615 min
Wealth Eazy#029 - Mastering Retirement: Tax-Free Strategies and Wealth Transfer with Tom HegnaWelcome to another exciting episode of Wealth Eazy! Today, we're joined by retirement expert Tom Hegna, author of five books including the bestseller "Paychecks and Playchecks."
Tom shares his wealth of knowledge on creating an optimal retirement plan, focusing on maximizing tax-free income, protecting against long-term care costs, and efficient wealth transfer strategies. As a former senior executive at New York Life and retired Lieutenant Colonel, Tom brings a unique perspective to retirement planning.
In this game-changing episode, we reveal:
The hidden traps in conventional financial wisdom that could be sabotaging your wealth at...2024-09-0551 min
The Priority of RetirementMastering the Art of a Secure and Happy Retirement with Tom HegnaAbout Tom Hegna: Tom Hegna, CLU, ChFC, CASL, is a renowned author, speaker, and economist widely recognized as the Retirement Income Expert. A former Senior Executive Officer at New York Life and retired Lieutenant Colonel, Tom has delivered over 5,000 seminars, sharing his expertise on optimal retirement strategies with Baby Boomers and seniors. His best-selling books, including Paychecks and Playchecks and Don't Worry, Retire Happy!, distill his extensive knowledge into accessible, actionable advice. In this episode, Shawn and Tom Hegna discuss:Planning for financial security in retirementUsing analytical methods for retirement strategiesManaging risks related t...2024-08-2726 min
The Financial Advocacy PodcastEP 13 Trump Tax Promises And $35 TRILLION National Debt Discussion With Tom HegnaSpecial guest: Fox Business TV Host, PBS presenter, author and economist Tom Hegna joins us to discuss economic events including the National Debt at $35 trillion and the presidential election.2024-08-0643 min
Money Mastery UNLEASHEDUnlocking Retirement Secrets with Tom HegnaIn this episode of the Money Mastery Unleashed podcast, host Adam Olsen and guest Tom Hegna discuss strategies for retirement planning. They cover the risks of inflation and the limitations of traditional portfolios, suggesting annuities and life insurance as tools for financial security. Tom emphasizes the importance of guaranteed income and enjoying retirement savings. The conversation also touches on Medicare, Social Security, and the different phases of retirement. Additionally, they explore the benefits of Roth IRAs, the impact of compounding, and the value of professional financial advice. The episode aims to provide listeners with insights and guidance for a...2024-04-1842 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 min
Breakthrough AdvisorHow to Prepare for the Tax Tsunami: Navigating Rising Tax Rates with Tom Hegna (Ep. 58)In times of uncertainty, people crave certainty. With upcoming elections, a looming national debt of ~$34 trillion, rising tax rates, stock market volatility, and changes in interest rates — clients are facing so much uncertainty today! How do you guide them through this situation? What...
The post How to Prepare for the Tax Tsunami: Navigating Rising Tax Rates with Tom Hegna (Ep. 58) first appeared on Simplicity InsurMark.2024-02-2115 min
Aligned Money ShowRetirement Income with Tom HegnaOn this show, we talked with Tom Hegna about designing retirement income. Tom is an economist, author, speaker and is regarded by many to be THE retirement income expert.
You can learn more about it from Tom at TomHegna.com, Facebook and Twitter.
For Tom's book, Paychecks and Playchecks, click here.
For Don't Worry, Retire Happy, click here.
You can learn more about it from Tom at TomHegna.com, Facebook and Twitter.
For Tom's book, Paychecks and Playchecks, click here.
For Don't Worry, Retire Happy, click here.2024-01-0816 min
The Financial Quarterback®: Your Game Plan to Protect Your Money and Retirement for Business and InvestingTom Hegna on Wealth-building SecretsAirdate: 12/30/2023In this episode, Josh is joined by Tom Hegna, a renowned retirement planning expert and author of "Who Wants to Be a Millionaire," to discuss effective strategies for building wealth and securing a comfortable retirement. Josh leads the conversation, exploring Tom's insights on the importance of a well-thought-out retirement plan, the benefits of maximizing social security, and strategies for inflation protection. Tom emphasizes the value of annuities and insurance products in ensuring a guaranteed lifetime income during retirement.Josh delves into Tom's concept of ikigai, discussing how finding one's purpose and passion in life...2024-01-041h 00
“Fun With Annuities” The Annuity Man PodcastTom Hegna: Don't Worry, Retire Happy! (TAM Classic)In this episode, The Annuity Man and GUEST discuss: Saying no to DIY retirement What the right age for retirement is How annuity addresses inflation Securing guaranteed lifetime income with annuities Key Takeaways: Retirement is not a DIY project, do it with a professional. The age for retirement would not be the same for many. If you want to get the optimal age, you have to spend some time calculating all the factors that go into it. Be creative in doing somethi...2024-01-0250 min
The Power Of Zero ShowHow to Become a Tax-Free Millionaire (with Tom Hegna)David talks to Tom Hegna, an economist, author, and popular industry speaker considered by many to be the retirement income expert. David reveals how he learned about the unstable fiscal trajectory of the U.S. and why he wrote the book, "The Power of Zero." The book emphasizes the importance of preparing for higher tax rates. It offers strategies to help you protect your retirement savings against the impact of potentially higher tax rates in the future. David talks about teaching financial principles to his children--tithe 10%, save 20%, spend the remaining 70%. Did...2023-12-0621 min
Coach Listens with Coach PeteTom Hegna, author of "Who Wants to be a Millionaire?", Part 2Coach Pete is joined in the studio by Tom Hegna, author of "Don't Worry, Retire Happy" and "Who Wants to be a Millionaire?", continuing the conversation about changes in the market and how to prepare for the retirement you want! If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial at (800) 661-7383.See omnystudio.com/listener for privacy information.2023-10-1214 minCoach Listens with Coach PeteTom Hegna, author of "Who Wants to be a Millionaire?", Part 1Coach Pete is joined in the studio by Tom Hegna, author of "Don't Worry, Retire Happy" and "Who Wants to be a Millionaire?", talking about changes in the market and how to prepare for the retirement you want! If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial at (800) 661-7383.See omnystudio.com/listener for privacy information.2023-10-1214 min
The Power Players PodcastTom Hegna's Advice On How To Become A Millionaire Selling Insurance! (Cody Askins & Tom Hegna)In this episode of the podcast, I am joined by Tom Hegna where we talk about what people need to do in order to set themselves up for a successful financial future and how to become a millionaire. Tom shares simple concepts that can help anyone become financially independent. Not only can people become very wealthy using these tips, research shows they will also likely be much happier and even live longer! If you’re an insurance agent, agency owner, or simply someone looking to have a more secure financial future, this podcast is a must-watch!
Get Tom Hegna's bo...2023-09-0526 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 min
The Insurance Guys PodcastWrite YUGE Life Insurance Cases with Tom HegnaIn this episode, Scott and Bradley dive deep into the world of insurance strategies and sales techniques with the insurance famous Tom Hegna. They discuss the importance of working with high-income individuals, the problem of underinsurance, and the need for more significant life insurance coverage in today's low-interest-rate environment. Tom shares insightful anecdotes, valuable advice on transitioning from Property and Casualty Insurance to Life Insurance, and techniques for selling larger coverage amounts. The episode also features a special guest, Tom Hegna, an economist, author, and retirement expert. Prepare for an engaging conversation filled with practical strategies and knowledge to...2023-08-1633 min
The Insurance Buzz159: Leveraging Annuities and Insurance in Financial Planning with expert Tom HegnaWhat's in this episode:- Planning for retirement the right way- Improve your portfolio performance- Appreciating assets- What's happening in crypto?- Becoming a millionaire- State of the economyAbout Tom:Tom Hegna is an economist, author, and retirement expert. He has been an incredibly popular industry speaker for many years and is considered by many to be THE Retirement Income Expert.As a former First Vice President at New York Life, retired Lieutenant Colonel, and economist, Tom has...2023-07-1731 minThe Safe Money Retirement ShowTom Hegna Interview: Part 7 - Why did Tom write his books and what steps does he share in his books that apply to your retirementThis is part 7 and the final question of my interview with Tom Hegna, a top US Economist and 2-time Bestselling Author. We'll explore why Tom wrote his books and what steps he shares in them to help retirees make a plan. Can you understand the advice top PhDs and Noble Prize winners give about retirement? Would you like a simple step-by-step guide in plain English? Don't you think it's time to ask the right questions and get honest answers?Join me each week for a FREE education on how to keep your retirement safe, REALLY safe!2023-06-2211 minThe Safe Money Retirement ShowTom Hegna Interview: Part 6 - Why do SOME annuities get so much bad press and what can we do to manage inflationThis is part 6 of my interview with Tom Hegna, a top US Economist and 2-time Bestselling Author. We'll discuss why some annuities get so much bad press and what type of annuities you need to stay far away from. What does Tom think you can do to fight inflation? Don't you think it's time to ask the right questions and get honest answers?Join me each week for a FREE education on how to keep your retirement safe, REALLY safe!www.SafeMoneyRetirement.com 2023-06-1511 minBetterWealth with Caleb GuilliamsHow To Supercharge Your Retirement with Annuities & Life Insurance | Tom HegnaIn this episode of the BetterWealth Show my guest is Tom Hegna, an economist, author, and retirement expert. He has been an incredibly popular industry speaker for many years and is considered by many to be THE Retirement Income Expert! Get FREE Overfunded Whole Life Insurance Education and Resources - https://bttr.ly/vault Get Your Questions Answered by one of our Life Insurance Experts - https://bttr.ly/aaclarityTom's Youtube - https://www.youtube.com/@TomHegna Connect with Tom - https://tomhegna.com/ #BetterWealth2023-06-1244 minThe Safe Money Retirement ShowTom Hegna Interview: Part 5 - The 2 most important things to focus on in retirement, how to mitigate taxes, and which type of financial advisor to useThis is part 5 of my interview with Tom Hegna, a top US Economist and 2-time Bestselling Author. We'll explore what Tom believes are the most important things to put your focus on when you're close to or in retirement. Where are the tax rates going to go? Is there some way to mitigate the risks retirement brings? What should you look for in a financial planner? Don't you think it's time to ask the right questions and get honest answers?Join me each week for a FREE education on how to keep your retirement safe, REALLY safe!2023-06-0711 min
Business Innovators RadioInterview with Tom Hegna, Author, Speaker, Economist, and Retirement Income ExpertTom Hegna CLU, ChFC, CASL, is an author, speaker, and economist. He has been an incredibly popular industry speaker for many years and is considered by many to be THE Retirement Income Expert!As a former Senior Executive Officer at New York Life, retired Lieutenant Colonel, and economist, Tom has delivered over 5,000 seminars, helping Baby Boomers and seniors retire the “optimal” way. He has condensed a large chunk of his considerable knowledge into five of his books:Paychecks and Playchecks: Retirement Solutions for Life, which is in the top 1% of any book ever sold.Retirement Income Masters: Secr...2023-06-0127 minThe Safe Money Retirement ShowTom Hegna Interview: Part 4 - How does life insurance factor in retirement planning and how sequence of returns affect you in retirementThis is part 4 of my interview with Tom Hegna, a top US Economist and 2-time Bestselling Author. We'll discuss how you can use cash-value life insurance to generate a tax-free income in retirement. Can sequence of returns risk sink your retirement ship? What is a retirement death spiral? Don't you think it's time to ask the right questions and get honest answers?Join me each week for a FREE education on how to keep your retirement safe, REALLY safe!www.SafeMoneyRetirement.com 2023-06-0111 minThe Safe Money Retirement ShowTom Hegna Interview: Part 3 - How can annuities help retirees and does Tom own annuities himselfThis is part 3 of my interview with Tom Hegna, a top US Economist and 2-time Bestselling Author. We'll explore how annuities can help people in or approaching retirement. Does Tom own annuities for his retirement? What types of annuities does Tom own and why? Don't you think it's time to ask the right questions and get honest answers?Join me each week for a FREE education on how to keep your retirement safe, REALLY safe!www.SafeMoneyRetirement.com 2023-05-2411 minThe Safe Money Retirement ShowTom Hegna Interview: Part 2 - 7 steps to retirement security and what if you need long term careThis is part 2 of my interview with Tom Hegna, a top US Economist and 2-time Bestselling Author. We'll discuss the 7 steps Tom has in his latest book on retirement security. What should you leave to your kids? What if you need long-term care?? Don't you think it's time to ask the right questions and get honest answers?Join me each week for a FREE education on how to keep your retirement safe, REALLY safe!www.SafeMoneyRetirement.com 2023-05-1811 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 minThe Safe Money Retirement ShowTom Hegna Interview: Part 1 - Common risks in retirement, why he wrote his books and why timing is everything in retirementThis is part 1 of my interview with Tom Hegna, a top US Economist and 2-time Bestselling Author. We'll explore what he believes are the most common risks found in retirement and how to overcome them. Why did Tom write his books in the first place? Is timing really that critical to your success in retirement? Don't you think it's time to ask the right questions and get honest answers?Join me each week for a FREE education on how to keep your retirement safe, REALLY safe!www.SafeMoneyRetirement.com 2023-05-1011 min
Optimized Advisor PodcastWealth Preservation Truth Bombs Featuring Tom HegnaScott welcomed Retirement Expert, Economist, Best Selling Author, Public TV host and International Speaker Tom Hegna virtually in studio to have a discussion on financial planning in the current economy, the importance of using the right tools at the right time, and practicing what he preaches when it comes to his own retirement.Tom Hegna is an economist, author, and retirement expert. He has been an incredibly popular industry speaker for many years and is considered by many to be THE Retirement Income Expert!As a former First Vice President at New York Life, retired Li...2023-05-0332 min
The Insurance LeadersGetting You White Hot About Life Insurance with Tom Hegna In this unique episode, Daniel and Ryan discuss all aspects of life insurance with Tom Hegna. We discuss how to start offering life insurance to your clients, recourses to use to help you and your life producers, and why engaging in life and annuity conversations with your clients is a must. Learn More About Tom Hegna >>> To contact Daniel, email him at Daniel@GreatParkInsurance.com To contact Ryan, email him at Rreynolds@GrimesInsurance.com2023-04-1344 min
Grow Your Business and Grow Your WealthTom Hegna, CLU, ChFC, CASLIn this podcast episode, 138, host Gary Heldt interviews Tom Hegna, CLU, ChFC, CASL,, a well-known economist and retirement income expert. They discuss the importance of having guaranteed income in retirement and the potential risks of relying solely on investments. Tom emphasizes the benefits of delaying Social Security benefits and how it can increase your long-term income. Tom also talks about the importance of having a financial professional in your arsenal and recommends utilizing free webinars and resources to educate yourself on retirement planning.Here are the key takeaways:
Having guaranteed lifetime income can improve your portfolio...2023-04-1225 min
Helt EkteHelt Ekte med TomJeg blir kjent med en praktiserende filosof, og utforsker hva filosofi egentlig er. Plutselig kommer vi inn på temaet "skolen" igjen. Når jeg samtaler og er nysgjerrig på andres historier, får jeg en så stor iver etter å utforske hva som skal til for å justere noe som mange peker på som en innlysende årsak til mange av utfordringene samfunnet står ovenfor i dag. Anja Hammerseng Edin fortalte, i en samtale vi hadde, at hun aldri hadde møtt en filosof. Her kommer Tom med en hilsen til Anja, og sier at hun selv er en stor filosof. Man trenger ikk...2023-03-2650 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 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 min
Legacy LeadersLegacy Leaders: Conventional Wisdom For Guaranteed Life Income is Wrong with Tom HegnaTom Hegna CLU, ChFC, CASL, is an author, speaker, and economist. He has been an incredibly popular industry speaker for many years and is considered by many to be THE Retirement Income Expert! As a former Senior Executive Officer at New York Life, retired Lieutenant Colonel, and economist, Tom has delivered over 5,000 seminars, helping Baby Boomers and seniors retire the “optimal” way. He has condensed a large chunk of his considerable knowledge into five of his books: (1) Paychecks and Playchecks: Retirement Solutions for Life, which is in the top 1% of any book ever sold(2) Retirement Incom...2022-11-0920 min
The Insurance Guys PodcastRebroadcast: How To Prospect For Big Life Insurance Premiums with Tom HegnaThis is a special rebroadcast of one of the most listened to Insurance Guys episode. Bradley and Scott sat down and talk with Tom Hegna in Las Vegas to discuss life insurance selling techniques, tips, and plastic cows. Do not miss out on this important show.Get Your 2023 One City World Tour Access?Check on special pricing and ticket availability for the next great Insurance Guys Conference.>>> Save Here/////////////Sponsor:GloveBoxA seamless all-in-one platform connecting...2022-11-0232 min
Steadfast Care PlanningNo Retirement Plan is Complete Without a Plan for Long-Term Care with Tom HegnaSend us a textJoin Kelly and her guest: Tom Hegna, economist, retirement income expert, speaker, and author. Tom is on a mission to help the world’s population understand the math and science to retire happy.Today we’re talking about how no retirement plan is complete without a plan for long-term care (LTC).In this episode: the importance of planning for long-term care (LTC) and how it can affect your retirement plan, the three phases of retirement, Pension Protection Act annuities, increasing income in retirement, and why it’s import...2022-11-0121 min