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Listen "How to Prepare for the Tax Tsunami: Navigating Rising Tax Rates with Tom Hegna (Ep. 58)"
Episode Synopsis
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 financial planning opportunities does the current landscape pose? Find out in this timely and highly relevant conversation between Jack Martin and Tom Hegna, economist, award-winning author, and renowned industry speaker for retirement planning.
Tom discusses:
Why future hike in tax rates seems inevitable (and how to prepare for it)
Why IRAs and 401(k)s may be the worst ways to transfer wealth to future generations
Strategies for tax diversification
Insurance use cases for business owners
And more!
Resources:
Winning at the Intersection of Annuities and Wealth Management
“Paychecks and Playchecks: Retirement Solutions for Life” by Tom Hegna
“Retirement Income Masters Secrets of the Pros” by Tom Hegna
“Man On A Mission: How to Succeed, Serve, and Make a Difference in Your Financial Services Career” by Marv Feldman
Connect with Tom Hegna:
Website
LinkedIn: Tom Hegna
Connect with Jack Martin:
LinkedIn: Jack Martin
InsurMark
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About Our Guest:
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.
Tom has condensed a large chunk of his considerable knowledge into 5 books: Paychecks and Playchecks: Retirement Solutions for Life; Paycheques and Playcheques: Retirement Solutions for Canadians; Retirement Income Masters: Secrets of the Pros; Don’t Worry, Retire Happy! Seven Steps to Retirement Security; and Don’t Worry, Retire Happy! Seven Steps to Retirement Security for Canadians.
In God we trust