Financial Safari 57 SUN 4PM

Last Segment Out

In this episode of Financial Safari, Coach Pete are joined by retirement-income expert and bestselling author Tom Hegna for a conversation about building a retirement designed to provide both security and enjoyment. Tom explains the difference between “paychecks” for essential expenses and “playchecks” for travel, hobbies, and other experiences—and why retirement planning requires a different approach than simply accumulating investments.

The discussion explores guaranteed lifetime income, Roth conversions, future tax risk, cash-value life insurance, long-term-care protection, and transferring wealth to future generations. Tom also explains the “retirement smile,” why spending often changes throughout retirement, and how a dependable income strategy may give lifelong savers the confidence to enjoy the money they worked so hard to build.

In this episode of Financial Safari, Coach Pete are joined by retirement-income expert and bestselling author Tom Hegna for a conversation about building a retirement designed to provide both security and enjoyment. Tom explains the difference between &ldquo;paychecks&rdquo; for essential expenses and &ldquo;playchecks&rdquo; for travel, hobbies, and other experiences&mdash;and why retirement planning requires a different approach than simply accumulating investments.
The discussion explores guaranteed lifetime income, Roth conversions, future tax risk, cash-value life insurance, long-term-care protection, and transferring wealth to future generations. Tom also explains the &ldquo;retirement smile,&rdquo; why spending often changes throughout retirement, and how a dependable income strategy may give lifelong savers the confidence to enjoy the money they worked so hard to build.

The mission of the Financial Safari is to equip you with the tools and knowledge that you need to successfully navigate through today's complex financial jungle. Each week, the hosts and guests on the show reveal the latest developments in the financial world to keep you informed of changes that may affect you personally, while sharing some common sense strategies that will help you make the most out of your retirement savings.

Financial Safari with Coach Pete

The mission of the Financial Safari is to equip you with the tools and knowledge that you need to successfully navigate through today's complex financial jungle. Each week, Coach Pete and his guests on the show reveal the latest developments in the financial world to keep you informed of changes that may affect you personally, while sharing some common sense strategies that will help you make the most out of your retirement savings.

The mission of the Financial Safari is to equip you with the tools and knowledge that you need to successfully navigate through today's complex financial jungle. Each week, Coach Pete and his guests on the show reveal the latest developments in the financial world to keep you informed of changes that may affect you personally, while sharing some common sense strategies that will help you make the most out of your retirement savings.