Fun With Annuities Podcast Celebrity Series
August 3, 2021
So happy that Tom Hegna joined me for Fun With Annuities episode #68. Tom is an expert on all things concerning retirement and retirement income. Together, we turn on a firehose of factual information on retirement and how annuities can properly be a part of your plan. He is an author, economist, and sought-after speaker. For the details and links pop down to his breif bio below.
Tom & I jumped into his 7 STEPS TO RETIREMENT and talked about addressing current and future inflation. Tom specializes in creating straightforward and powerful retirement solutions solely based on math and science NOT opinions or sales pitches. Sound familiar? We see eye to eye on dealing facts to build your retirement and living the reality, not the dream.
Tom hit us with this nugget, “They found that the happiest people in retirement were those people who were surrounded by their families and friends, and had guaranteed paychecks every single month."
We also discussed the current interest rate environment and solid retirement income strategies that Tom recommends. Hit play, player.
When you list the top people who have influenced today’s financial advisors, today’s celebrity co-host is one of them. Tom Hegna CLU, ChFC, CASL, is an economist, author, and retirement expert. He specializes in creating simple and powerful retirement solutions. Like me, he has the unique ability to pump up a crowd, make people laugh and solve complex financial problems using easy-to-understand words, ideas and stories. That is why I am a big fan. He’s been featured in Business, Forbes, Money Rates, and many other leading publications. As a former First Vice President at New York Life, retired Lieutenant Colonel, economist, and one of the most dynamic speakers in the country, Tom has delivered over 5,000 seminars on his signature "Paychecks and Playchecks" retirement approach, helping Baby Boomers and seniors retire the "optimal" way. He is also one the industry’s leading trainers and coaches and has condensed a large chunk of his considerable knowledge into 5 books.
Fun With Annuities Podcast is hosted by America’s Annuity Agent®, Stan Haithcock, The Annuity Man®. Hear brutal annuity facts with no sales pitches from the top independent agent in the country, licensed in all 50 states. Author of 7 books, Stan dives deep on all annuity types and strategies. It’s fun, learning the contractual truths on how annuities actually work and if they’ll fit your personal retirement lifestyle.