Wealth Preservation Truth Bombs Featuring Tom Hegna

Optimized Advisor Podcast

English - May 03, 2023 15:00 - 32 minutes - 29.9 MB - ★★★★★ - 17 ratings
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Previous Episode: Let's Talk Annuities with Annuity King Paul Garofoli, The Standard

Next Episode: Navigating Social Media in the Era of AI with Annie Dietrich, AC Social Designs

Scott 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 Lieutenant Colonel, and economist, 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 has condensed a large chunk of his considerable knowledge into 5 books.

As a financial professional, after learning from this value packed episode you will walk away with a greater understanding of how wealth preservation strategies can deepen client relationships and grow your business better moving into the future.

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This is the Optimized Advisor Podcast, where we focus on optimizing the wellbeing and best practices of insurance and financial professionals. Our objective is to help you optimize your life, optimize your profession, and learn from other optimized advisors. If you have questions or would like to be a featured guest, email us at [email protected]