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In this episode, we ask:
- Who is Tom Hegna?
- What was Tom taught at a young age?
- What about savings?
- What about a Math Party?
- What’s the problem?
- What needs to change?
- What does retirement mean for Tom?
- Are you getting any younger?
- Can you take any of it with you?
- What does Tom think about annuities?
- What’s the stupidest thing someone can do?
- What’s the difference between variable and fixed indexed annuities?
- What about bonds?
- What about income annuities?
- What is retirement all about?
- Is guaranteed lifetime income possible?
- What about AUM (assets under management) fees?
- What do the retirement studies say?
- Do you have enough income for basic expenses in retirement?
- Is there a substitute for guaranteed lifetime income?
- Why do people rebel against the optimal?
- What are Tom’s books?
- What does AAA mean?
- What does CCC mean?
- What’s a mortality credit?
- What else do you need to learn?
- Would you like to work with us? See the job description here: http://bit.ly/worklg
Tom Hegna, CLU, ChFC, CASL, 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.
