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Episode 11: How to retire "happy" with guest Tom Hegna
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Retirement 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 offers advice on minimizing taxes and preparing for long-term care. The episode underscores the invaluable role of financial professionals in crafting a secure retirement plan.
00:00 Introduction and Special Guest Announcement
00:40 Common Misconceptions About Retirement
02:21 The Reality of Retirement Spending
03:57 Insights from Financial Freedom Show
04:45 Protecting Wealth and Asset Protection Strategies
09:17 The 60/40 Portfolio Debate
12:55 Tax Considerations for Retirement
18:25 Longevity Risk and Annuities
22:01 Planning for Long-Term Care
23:49 Conclusion and Final Thoughts
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/B01FKTJKOW
Book a FREE consultation call with Darrin McComas and we will ship you a copy of Tom Hegna's book, "Don't Worry, Retire Happy" absolutely free of charge. Click here to book your consultation call: https://www.ewadvisors.com/
Tom Hegna is not a client, nor should his appearance in this advertisement be construed as an endorsement of Darrin McComas, Jason Fox or Evergreen Wealth Advisors LLC.
The information and opinions contained are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the needs of an individual's situation.
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