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#029 - Mastering Retirement: Tax-Free Strategies and Wealth Transfer with Tom Hegna

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Manage episode 438389404 series 3524898
Content provided by John McGuire. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by John McGuire or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

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:

๐—œ๐—š www.๐—ถ๐—ป๐˜€๐˜๐—ฎ๐—ด๐—ฟ๐—ฎ๐—บ.๐—ฐ๐—ผ๐—บ/๐—ท๐—ผ๐—ต๐—ป.w.mcguire

๐—ง๐—ถ๐—ธ๐—ง๐—ผ๐—ธ www.๐˜๐—ถ๐—ธ๐˜๐—ผ๐—ธ.๐—ฐ๐—ผ๐—บ/@๐—ท๐—ผ๐—ต๐—ป.๐—ฑ๐˜‚๐—ฟ๐—ฏ๐—ฎ๐—ป๐—ผ/

๐—™๐—ฎ๐—ฐ๐—ฒ๐—ฏ๐—ผ๐—ผ๐—ธ ๐˜„๐˜„๐˜„.๐—ณ๐—ฎ๐—ฐ๐—ฒ๐—ฏ๐—ผ๐—ผ๐—ธ.๐—ฐ๐—ผ๐—บ/๐—ท๐—ผhnny.durbano

Book your ๐—™๐—ฅ๐—˜๐—˜ ๐Ÿฏ๐Ÿฌ๐—บ๐—ถ๐—ป ๐—ฐ๐—ผ๐—ป๐˜€๐˜‚๐—น๐˜๐—ฎ๐˜๐—ถ๐—ผ๐—ป: https://calendly.com/d/4zf-m7f-xqw

  continue reading

43 episodes

Artwork
iconShare
 
Manage episode 438389404 series 3524898
Content provided by John McGuire. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by John McGuire or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

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:

๐—œ๐—š www.๐—ถ๐—ป๐˜€๐˜๐—ฎ๐—ด๐—ฟ๐—ฎ๐—บ.๐—ฐ๐—ผ๐—บ/๐—ท๐—ผ๐—ต๐—ป.w.mcguire

๐—ง๐—ถ๐—ธ๐—ง๐—ผ๐—ธ www.๐˜๐—ถ๐—ธ๐˜๐—ผ๐—ธ.๐—ฐ๐—ผ๐—บ/@๐—ท๐—ผ๐—ต๐—ป.๐—ฑ๐˜‚๐—ฟ๐—ฏ๐—ฎ๐—ป๐—ผ/

๐—™๐—ฎ๐—ฐ๐—ฒ๐—ฏ๐—ผ๐—ผ๐—ธ ๐˜„๐˜„๐˜„.๐—ณ๐—ฎ๐—ฐ๐—ฒ๐—ฏ๐—ผ๐—ผ๐—ธ.๐—ฐ๐—ผ๐—บ/๐—ท๐—ผhnny.durbano

Book your ๐—™๐—ฅ๐—˜๐—˜ ๐Ÿฏ๐Ÿฌ๐—บ๐—ถ๐—ป ๐—ฐ๐—ผ๐—ป๐˜€๐˜‚๐—น๐˜๐—ฎ๐˜๐—ถ๐—ผ๐—ป: https://calendly.com/d/4zf-m7f-xqw

  continue reading

43 episodes

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