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#029 - Mastering Retirement: Tax-Free Strategies and Wealth Transfer with Tom Hegna
Manage episode 438389404 series 3524898
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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.
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