In this week’s newsletter, I’m going to introduce you to Tom Hegna. Tom is an expert on all things retirement and has written several books such as: “Don’t Worry. Retire Happy”, and “Paychecks & Playchecks”.
He has been featured in such publications as The Wall Street Journal and Forbes, so his credibility on the topic of retirement is unquestionable. Recently, he released his video presentation on his 2023 Economic Commentary and it is chocked full of vital information for anyone who is retired, or getting ready to retire.
He’ll walk you through topics like inflation, bubble wealth, the war in Ukraine, and the dangers of communist China. He presents all of this to you with no fluff and he gives you the real story of what’s happening in our economy, because at the end of the day, he has nothing to sell you.
Tom is a huge proponent of income annuities. In fact, he owns 11 of them himself! But he does not sell annuities. Take the time to watch the entire video and see what valuable information you can find that is applicable to you and your personal situation.
I have also included the link to the Ernst & Young study that he mentions that shows retirement portfolios with Annuities and Permanent Life Insurance outperform portfolios without them. You’re going to love that too!
Ernst & Young Retirement Study
I hope this gives you some insight on what is happening in our economy and how including a guaranteed income source could improve your financial outcome. Take the time to watch the entire video and please don't hesitate to reach out to me with question specific to your situation. All you have to do is click the "Schedule a Call" button in the top right corner of this page to book a short phone call.
All the best,
Marty