EPISODE · Sep 5, 2024 · 51 MIN
#029 - Mastering Retirement: Tax-Free Strategies and Wealth Transfer with Tom Hegna
from Wealth Eazy · host John Durbano
Welcome to another exciting episode of Wealth Eazy! Today, we're joined by retirement expert Tom Hegna, author of five books including the bestseller "Paychecks and Playchecks." Tom shares his wealth of knowledge on creating an optimal retirement plan, focusing on maximizing tax-free income, protecting against long-term care costs, and efficient wealth transfer strategies. As a former senior executive at New York Life and retired Lieutenant Colonel, Tom brings a unique perspective to retirement planning. In this game-changing episode, we reveal: The hidden traps in conventional financial wisdom that could be sabotaging your wealth at any age A powerful strategy using life insurance that can supercharge your financial freedom, whether you're 25 or 65 The crucial planning step most people ignore, which could protect everything you've worked for The insider secret to creating unstoppable income streams that work in any economic climate Missing this episode means potentially forfeiting financial strategies that could transform your life, regardless of your current age or wealth status. Tom shares insights that bridge the gap between merely surviving financially and truly thriving in every stage of life. ====================================== Wealthy Eazy is a property of John Durbano Inc. Stay up to date on all our podcasts by signing up to John Durbano Weekly, our quick dive every Tuesday into one specific topic related to financial strategies and wealth building tips. Sign up here: https://www.johndurbano.com/resources... You can also listen to the audio version of this podcast on all your favorite podcast channels. Spotify: https://open.spotify.com/show/2ccUGBw... Apple: https://podcasts.apple.com/us/podcast... ====================================== Connect with me on social media: 𝗜𝗚 www.𝗶𝗻𝘀𝘁𝗮𝗴𝗿𝗮𝗺.𝗰𝗼𝗺/𝗷𝗼𝗵𝗻.w.mcguire 𝗧𝗶𝗸𝗧𝗼𝗸 www.𝘁𝗶𝗸𝘁𝗼𝗸.𝗰𝗼𝗺/@𝗷𝗼𝗵𝗻.𝗱𝘂𝗿𝗯𝗮𝗻𝗼/ 𝗙𝗮𝗰𝗲𝗯𝗼𝗼𝗸 𝘄𝘄𝘄.𝗳𝗮𝗰𝗲𝗯𝗼𝗼𝗸.𝗰𝗼𝗺/𝗷𝗼hnny.durbano Book your 𝗙𝗥𝗘𝗘 𝟯𝟬𝗺𝗶𝗻 𝗰𝗼𝗻𝘀𝘂𝗹𝘁𝗮𝘁𝗶𝗼𝗻: https://calendly.com/d/4zf-m7f-xqw
What this episode covers
Welcome to another exciting episode of Wealth Eazy! Today, we're joined by retirement expert Tom Hegna, author of five books including the bestseller "Paychecks and Playchecks." Tom shares his wealth of knowledge on creating an optimal retirement plan, focusing on maximizing tax-free income, protecting against long-term care costs, and efficient wealth transfer strategies. As a former senior executive at New York Life and retired Lieutenant Colonel, Tom brings a unique perspective to retirement planning. In this game-changing episode, we reveal: The hidden traps in conventional financial wisdom that could be sabotaging your wealth at any age A powerful strategy using life insurance that can supercharge your financial freedom, whether you're 25 or 65 The crucial planning step most people ignore, which could protect everything you've worked for The insider secret to creating unstoppable income streams that work in any economic climate Missing this episode means potentially forfeiting financial strategies that could transform your life, regardless of your current age or wealth status. Tom shares insights that bridge the gap between merely surviving financially and truly thriving in every stage of life. ====================================== Wealthy Eazy is a property of John Durbano Inc. Stay up to date on all our podcasts by signing up to John Durbano Weekly, our quick dive every Tuesday into one specific topic related to financial strategies and wealth building tips. Sign up here: https://www.johndurbano.com/resources... You can also listen to the audio version of this podcast on all your favorite podcast channels. Spotify: https://open.spotify.com/show/2ccUGBw... Apple: https://podcasts.apple.com/us/podcast... ====================================== Connect with me on social media: 𝗜𝗚 www.𝗶𝗻𝘀𝘁𝗮𝗴𝗿𝗮𝗺.𝗰𝗼𝗺/𝗷𝗼𝗵𝗻.w.mcguire 𝗧𝗶𝗸𝗧𝗼𝗸 www.𝘁𝗶𝗸𝘁𝗼𝗸.𝗰𝗼𝗺/@𝗷𝗼𝗵𝗻.𝗱𝘂𝗿𝗯𝗮𝗻𝗼/ 𝗙𝗮𝗰𝗲𝗯𝗼𝗼𝗸 𝘄𝘄𝘄.𝗳𝗮𝗰𝗲𝗯𝗼𝗼𝗸.𝗰𝗼𝗺/𝗷𝗼hnny.durbano Book your 𝗙𝗥𝗘𝗘 𝟯𝟬𝗺𝗶𝗻 𝗰𝗼𝗻𝘀𝘂𝗹𝘁𝗮𝘁𝗶𝗼𝗻: https://calendly.com/d/4zf-m7f-xqw
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#029 - Mastering Retirement: Tax-Free Strategies and Wealth Transfer with Tom Hegna
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