"Fun With Annuities" The Annuity Man Podcast

Tom Hegna: Don't Worry, Retire Happy! (From the Vault)


Listen Later

In this episode, The Annuity Man and Tom Hegna discuss:

  • Saying no to DIY retirement

  • What is the right age for retirement is

  • How annuity addresses inflation

  • Securing guaranteed lifetime income with annuities

Key Takeaways:

  • Retirement is not a DIY project; do it with a professional.

  • The age for retirement would not be the same for many. If you want to get the optimal age, you have to spend some time calculating all the factors that go into it.

  • Be creative in doing something that can help your retirement. It's okay if you have to do a side-hustle or work longer.

  • Having a huge income guaranteed allows you to make riskier and therefore more rewarding investments.

  • When the account is drawn down to zero, the annuity company is still on the hook to pay.

"They found that the happiest people in retirement were those people who were surrounded by their families and friends, and had guaranteed paychecks every single month." — Tom Hegna

Check out Tom's Books here: https://tomhegna.com/shop

Connect with Tom Hegna:

Website: https://tomhegna.com/

LinkedIn: https://www.linkedin.com/in/tomhegna

Facebook: https://www.facebook.com/TomHegnaSpeaks/

Twitter: https://twitter.com/tomhegnaspeaks

Pinterest: https://www.pinterest.ph/retirehappynow/

YouTube: https://www.youtube.com/c/tomhegna

Connect with The Annuity Man:

Website: http://theannuityman.com/

Email: [email protected]

Book: Owner's Manuals: https://www.stantheannuityman.com/how-do-annuities-work

YouTube: https://www.youtube.com/channel/UCCXKKxvVslbeGAlEc5sra2g

Get a Quote Today: https://www.stantheannuityman.com/annuity-calculator!

...more
View all episodesView all episodes
Download on the App Store

"Fun With Annuities" The Annuity Man PodcastBy The Annuity Man

  • 4.5
  • 4.5
  • 4.5
  • 4.5
  • 4.5

4.5

50 ratings


More shows like "Fun With Annuities" The Annuity Man Podcast

View all
Sound Retirement Radio by Jason Parker

Sound Retirement Radio

446 Listeners

Retirement Answer Man by Roger Whitney, CFP®, CIMA®, RMA, CPWA®

Retirement Answer Man

1,319 Listeners

Retirement Starts Today by Benjamin Brandt CFP®, RICP®

Retirement Starts Today

546 Listeners

The Retirement and IRA Show by Jim Saulnier, CFP® & Chris Stein, CFP®

The Retirement and IRA Show

757 Listeners

Big Picture Retirement® by Devin Carroll, CFP® & John Ross, JD

Big Picture Retirement®

546 Listeners

Stay Wealthy Retirement Podcast by Taylor Schulte, CFP®

Stay Wealthy Retirement Podcast

682 Listeners

Bogleheads On Investing Podcast by bogleheads

Bogleheads On Investing Podcast

613 Listeners

Sound Investing by Paul Merriman

Sound Investing

345 Listeners

Ready For Retirement by James Conole, CFP®

Ready For Retirement

830 Listeners

The Rob Berger Show by Rob Berger

The Rob Berger Show

204 Listeners

Annuity Straight Talk by Bryan Anderson

Annuity Straight Talk

16 Listeners

Retirement Planning Education, with Andy Panko by Andy Panko

Retirement Planning Education, with Andy Panko

1,068 Listeners

Retire With Style by Wade Pfau & Alex Murguia

Retire With Style

187 Listeners

The Great Retirement Debate with Ed Slott & Jeffrey Levine by The Great Retirement Debate with Ed Slott & Jeffrey Levine

The Great Retirement Debate with Ed Slott & Jeffrey Levine

142 Listeners

Retirement Answers by Jacob Duke, CFP®

Retirement Answers

101 Listeners