On this episode, Tom OConnell talks to Tom Hegna about planning for retirement and how you can take advantage of the low tax rates.

EP3 Your Plan Your Way - Retirement planning with Tom Hegna

In today’s financial environment, you are constantly faced with threats to your economic well-being. The challenges you face on a daily basis will affect the quality of your life today and perhaps the lives of your children and grandchildren. Today, Americans are living longer. Their greatest fear is running out of money – many will ultimately outlive their savings. That’s why managing your financial affairs is so crucial.

It is of the utmost importance that today’s Americans understand the importance of preserving their wealth and protecting their assets from excessive taxes, probate costs, nursing home costs and an up-and-down stock market. This understanding requires a little bit of time, conviction, open-mindedness and a commitment (and willingness) to learn and change.

Business

In today’s financial environment, you are constantly faced with threats to your economic well-being. The challenges you face on a daily basis will affect the quality of your life today and perhaps the lives of your children and grandchildren. Today, Americans are living longer. Their greatest fear is running out of money – many will ultimately outlive their savings. That’s why managing your financial affairs is so crucial. It is of the utmost importance that today’s Americans understand the importance of preserving their wealth and protecting their assets from excessive taxes, probate costs, nursing home costs and an up-and-down stock market. This understanding requires a little bit of time, conviction, open-mindedness and a commitment (and willingness) to learn and change.

Share EP3 Your Plan Your Way - Retirement planning with Tom Hegna

Sign up to save your podcasts

EP3 Your Plan Your Way - Retirement planning with Tom Hegna

EP3 Your Plan Your Way - Retirement planning with Tom Hegna