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Tom Hegna breaks down the math, risks, and misconceptions of retirement planning, sharing proven strategies to ensure you have enough income for life, no matter how long you live.
0:00 Intro
0:39 What Is Your Initial Retirement State of the Union
3:03 Challenges You See with the Number of People Retiring
5:43 What Are Your Thoughts on Ending Taxes on Social Security?
10:53 What Are Your Regrets?
11:33 Three Lessons
15:24 Thoughts on Alternative Investments
19:47 Asset Allocation as an Entrepreneur
22:45 To Make More Money, You Have To Provide More Value
23:34 Estate Planning
25:27 Reverse Mortgages: The Good The Bad and The Ugly
28:56 Why Life Insurance and Annuities A Great Asset
35:29 Life Insurance or Annuities?
40:10 Emergency Funds
Want FREE Whole Life Insurance Resources & Education? Unlock The Vault Here: https://bttr.ly/yt-bw-vault
Want a Life Insurance Policy? Go Here: https://bttr.ly/bw-yt-aa-clarity
Learn More About Tom Hegna:
https://tomhegna.com/about-tom-hegna
Check Out Tom's Books:
https://tomhegna.com/shop/
______________________________________________
✉️ Email BetterWealth: https://bttr.ly/info
WEBSITE: https://betterwealth.com
====================
DISCLAIMER: https://bttr.ly/aapolicy
*This video is for entertainment purposes only and is not financial or legal advice.
Financial Advice Disclaimer: All content on this channel is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Should you need such advice, consult a licensed financial or tax advisor. No guarantee is given regarding the accuracy of the information on this channel. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.
4.9
243243 ratings
Tom Hegna breaks down the math, risks, and misconceptions of retirement planning, sharing proven strategies to ensure you have enough income for life, no matter how long you live.
0:00 Intro
0:39 What Is Your Initial Retirement State of the Union
3:03 Challenges You See with the Number of People Retiring
5:43 What Are Your Thoughts on Ending Taxes on Social Security?
10:53 What Are Your Regrets?
11:33 Three Lessons
15:24 Thoughts on Alternative Investments
19:47 Asset Allocation as an Entrepreneur
22:45 To Make More Money, You Have To Provide More Value
23:34 Estate Planning
25:27 Reverse Mortgages: The Good The Bad and The Ugly
28:56 Why Life Insurance and Annuities A Great Asset
35:29 Life Insurance or Annuities?
40:10 Emergency Funds
Want FREE Whole Life Insurance Resources & Education? Unlock The Vault Here: https://bttr.ly/yt-bw-vault
Want a Life Insurance Policy? Go Here: https://bttr.ly/bw-yt-aa-clarity
Learn More About Tom Hegna:
https://tomhegna.com/about-tom-hegna
Check Out Tom's Books:
https://tomhegna.com/shop/
______________________________________________
✉️ Email BetterWealth: https://bttr.ly/info
WEBSITE: https://betterwealth.com
====================
DISCLAIMER: https://bttr.ly/aapolicy
*This video is for entertainment purposes only and is not financial or legal advice.
Financial Advice Disclaimer: All content on this channel is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Should you need such advice, consult a licensed financial or tax advisor. No guarantee is given regarding the accuracy of the information on this channel. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.
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