Episode Details

Tom Hegna breaks down the math, risks, and misconceptions of retirement planning, sharing proven strategies to ensure you have enough income for life, no matter how long you live.

0:00 Intro

0:39 What Is Your Initial Retirement State of the Union

3:03 Challenges You See with the Number of People Retiring

5:43 What Are Your Thoughts on Ending Taxes on Social Security?

10:53 What Are Your Regrets?

11:33 Three Lessons

15:24 Thoughts on Alternative Investments

19:47 Asset Allocation as an Entrepreneur

22:45 To Make More Money, You Have To Provide More Value

23:34 Estate Planning

25:27 Reverse Mortgages: The Good The Bad and The Ugly

28:56 Why Life Insurance and Annuities A Great Asset

35:29 Life Insurance or Annuities?

40:10 Emergency Funds

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Learn More About Tom Hegna:

https://tomhegna.com/about-tom-hegna

Check Out Tom's Books:

https://tomhegna.com/shop/

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*This video is for entertainment purposes only and is not financial or legal advice.

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