Join us for this episode of The Complete Advisor as we sit down with industry legend Tom Hegna, author and retirement planning guru. One of Tom’s books Don’t Worry, Be Happy – Seven Steps to Retirement Security was made into its own National PBS TV special. It’s been ten years since that special aired and we talk with Tom about those steps to retirement security. How have they weathered the financial, societal, and political changes we’ve experienced over the last decade…not to mention a pandemic!
With over 25 years of experience, Tom discusses the shift in retirement questions he has witnessed, the importance of a diversified portfolio, and the research-backed benefits of adding life insurance and annuities to your retirement plan. Tom also shares his insights on future challenges, such as tax risks and the sustainability of Social Security and Medicare. Finally, he offers valuable advice for financial advisors, emphasizing the importance of investing in oneself, knowing your products, and maintaining a strong work ethic. Stay tuned for information on Tom’s upcoming books and resources to help you navigate the path to financial success.