• Mastering the Art of a Secure and Happy Retirement with Tom Hegna

  • Aug 27 2024
  • Length: 27 mins
  • Podcast

Mastering the Art of a Secure and Happy Retirement with Tom Hegna

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  • Summary

  • About 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 to retirementThe importance of tax considerations in retirement planningKey Takeaways:Retirement income planning is crucial for a stable and sufficient income, requiring a strategy focused on guaranteed income, inflation protection, long-term care, and life insurance to guard against unexpected financial risks.Using math and science in retirement planning helps navigate market fluctuations and economic uncertainties by identifying optimal strategies for a secure retirement, rather than chasing unpredictable outcomes.To mitigate the impact of rising taxes and national debt, shifting assets into tax-advantaged vehicles like Roth IRAs and cash value life insurance is essential for reducing tax burdens and maximizing future net income.Effective retirement risk management involves not just having enough funds, but ensuring they last through a mix of guaranteed income products, smart investments, and understanding tax implications to maintain financial security. "You gotta follow the formulas that are proven. Why deviate from something that's proven? I'm just doing exactly what I'm telling other people to do. That's what I'm doing. And look, I'm living a great retirement. I'm loving it." — Tom Hegna Be among the first 10 to request a copy of "Don't Worry, Retire Happy" through our website or by emailing Shawn at shawn@retirewisepro.com, and you'll also receive a special bonus copy of "The Priority of Retirement!"Connect with Tom Hegna: Website: https://tomhegna.com/LinkedIn: https://www.linkedin.com/in/tomhegna/Don't Worry, Retire Happy!: https://www.amazon.com/Worry-Retire-Retirement-Security-2014-05-03/dp/B01FKTJKOWPaychecks and Playchecks: https://www.amazon.com/Paychecks-Playchecks-Retirement-Solutions-Life/dp/098421738XGet a free copy of Shawn’s book “The Priority of Retirement” here- https://www.retirewisepro.com/the-priority-of-retirementContact Shawn:Website- https://www.retirewisepro.com/YouTube- https://www.youtube.com/channel/UCiIMGdosN-snkV5gFt7FRSgLinkedIn- https://www.linkedin.com/in/shawn-maloney-retire-wiseInstagram- https://www.instagram.com/retirewise_llc/Facebook- https://www.facebook.com/ShawnMaloney.RetirementPlanning/Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.
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