Unlocking Retirement Secrets with Tom Hegna

In this episode of the Money Mastery Unleashed podcast, host Adam Olsen and guest Tom Hegna discuss strategies for retirement planning. They cover the risks of inflation and the limitations of traditional portfolios, suggesting annuities and life insurance as tools for financial security. Tom emphasizes the importance of guaranteed income and enjoying retirement savings. The conversation also touches on Medicare, Social Security, and the different phases of retirement. Additionally, they explore the benefits of Roth IRAs, the impact of compounding, and the value of professional financial advice. The episode aims to provide listeners with insights and guidance for a stable and fulfilling retirement.

"The reason inflation is such a big risk is that even if inflation is 4%, purchasing power is cut by more than 50% over 20 years."

What you will learn:

• Inflation as a Retirement Risk

• Medicare and Social Security Concerns

• Phases of Retirement and Insurance Planning

• Benefits of Annuities in Retirement Planning

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Investing involves risk, including loss of principal.  

 Be sure to understand the benefits and limitations of your available options and consider all factors prior to making any financial decisions.  Any strategies discussed may not be suitable for everyone. 

Securities and advisory services offered through Mutual of Omaha Investor Services, Inc. Member FINRA/SIPC.  Adam Olson, Representative.  Mutual of Omaha Investor Services is not affiliated with any entity listed herein. 

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