Financial Literacy – Retirement Solutions

Financial Lessons from a Retirement Income Expert: Tom Hegna (Ep. 9)

By BOSSRetirementSolutions | October 23, 2024

Are you making the most of your wealth opportunities, or are common financial myths holding you back?

In this episode, Tyson and Ryan Thacker chat with Tom Hegna, a renowned economist and bestselling author, to explore why the way we think about wealth might be all wrong. Together, they unravel surprising truths about building financial security and break down the top mistakes many young adults make with their money. Tom shares insights from his latest book and reveals simple strategies you can begin using today. This is a must-listen for anyone interested in securing a financially free future!

Tom discusses:

(04:02) Why understanding the Rule of 72 can be your golden ticket to wealth
(06:22) The common financial traps young adults fall into and how to avoid them
(13:12) Why focusing on income rather than just assets is crucial
(19:06) The importance of tax planning and avoiding a heavy tax burden in the future
And more

Resources:

The B.O.S.S. Retirement Blueprint

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About Guest

Tom Hegna, CLU, ChFC, CASL, is an economist, author, and retirement expert. He has been an incredibly popular industry speaker for many years and is considered by many to be THE Retirement Income Expert!

As a former First Vice President at New York Life, retired Lieutenant Colonel, and economist, Tom has delivered over 5,000 seminars on his signature “Paychecks and Playchecks” retirement approach, helping Baby Boomers and seniors retire the “optimal” way. He has condensed a large chunk of his considerable knowledge into 5 books.

Tom specializes in creating simple and powerful retirement solutions. He has the unique ability to pump up a crowd, make people laugh and solve complex financial problems using easy-to-understand words, ideas and stories. He’s been featured in Business, Forbes, Money Rates, and many other leading publications. He is available to speak with businesses, government organizations, professional associations, financial professionals and their clients across the globe.

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Unpacking Common Retirement Challenges (Ep. 3)

By BOSSRetirementSolutions | July 25, 2024

Did you know that the average retired couple could end up paying hundreds of thousands of dollars in taxes on their retirement savings?

Join Tyson Thacker and Ryan Thacker, as they introduce us to Bob and Carol—representative avatars of the thousands of families they’ve helped navigate retirement through their B.O.S.S. Retirement Blueprint. Gain insights into how personalized retirement planning can not only address but mitigate the significant tax burdens that could impact your golden years. Learn through the example of Bob and Carol’s the importance of tax planning, and how small adjustments today can save significant sums tomorrow!

Ryan and Tyson discuss:

The characters of The B.O.S.S. Retirement Blueprint, and share insights on their retirement challenges
How personal passions and family time shape retirement goals
The impact of taxes on retirement accounts and strategies to minimize them
The differences between tax preparation and tax planning
And more