ZARZA We are Zarza, the prestigious firm behind major projects in information technology.
Listen "Retirement-Related Considerations from Retirement Expert Tom Hegna, CLU, ChFC, CASL (Ep. 20)"
Episode Synopsis
Subscribe
While June is annuity awareness month, this week’s conversation goes beyond just annuities to encapsulate many other retirement-related components.
In this episode, economist, author, and retirement expert Tom Hegna joins Jack Martin to break down valuable retirement considerations. Covering everything from retirement income and taxes to life insurance, healthcare, and more, Tom shares his best advice so that you, too, can become a retirement expert like him.
Tom discusses:
Why retirement doesn’t have to be difficult nor complicated
Reasons advisors should talk about tax diversification with clients
Considerations for the 4% rule
The three levels of a fiduciary and how to tackle misinformation around them
Why you might want to leave your children life insurance rather than money
And more!
Resources:
Indexed Universal Life (IUL) Insurance
Morningstar
Michael Kitces
Jamie Hopkins
The Alliance For Lifetime Income
The Alliance For Lifetime Income – Tools and Guides
The Alliance For Lifetime Income – Articles
Episode 11 – Creating Income That Won’t Outlast Your Retirement — With Mike Harris and Jon Rosborough
“Man On A Mission” by Mary Feldman on Amazon
“The Power of Zero” by David McKnight on Amazon
Ed Slott and Company, LLC
Episode 17: Protecting Clients’ Retirement Savings with Tax Planning — With Ed Slott, CPA
“Tax-Free Retirement” by Patrick Kelley on Amazon
“Think & Grow Rich” by Napoleon Hill on Amazon
Connect with Tom Hegna:
Tom Hegna
Tom Hegna – Webinars
Tom Hegna – Presentations
Tom Hegna – Shop
LinkedIn: Tom Hegna
Facebook: Tom Hegna
Twitter: Tom Hegna
YouTube: Tom Hegna
Check out Tom’s books:
“Paychecks and Playchecks: Retirement Solutions for Life”
“Retirement Income Masters: Secrets of the Pros”
“Paycheques and Playcheques: Retirement Solutions for Canadians”
“Don’t Worry, Retire Happy! Seven Steps to Retirement Security”
“Don’t Worry, Retire Happy! Seven Steps to Retirement Security for Canadians”
Connect with Jack Martin:
LinkedIn: Jack Martin
InsurMark
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 and has condensed his knowledge into five different books.
In God we trust