Month: June 2023

Guaranteed Income for a Happy Retirement with Tom Hegna

Guaranteed Income for a Happy Retirement with Tom Hegna

What’s the secret to a happy retirement?

If you want to enjoy your retirement to the fullest, you must have a sense of purpose and guaranteed income for the rest of your life. That way, you have something to look forward to every day, without the fear of running out of money!

In this episode of WealthStyle, Iván Watanabe and Evan Wohl sit down with Tom Hegna, a retirement expert, best-selling author, public TV host, and international speaker! 

Together, they explore:

  • Seven simple steps for a financially secure retirement
  • What drives happiness and longevity in retirement (based on research)
  • How you can achieve guaranteed lifetime income and a blissful retirement
  • Benefits of annuities and the different types available in the market
  • How to make your life purposeful and socially engaging during retirement
  • And more

Resources:


Connect with Iván Watanabe:

Connect with Evan Wohl:

Connect with Tom Hegna:

About Tom Hegna:

Tom Hegna is an economist, author, and retirement 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.

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.

Teaching Gratitude and Generosity in an Affluent Home

Teaching Gratitude and Generosity in an Affluent Home

How can you help your child(ren) be responsible, humble, and respectful?

What are the necessary skills required to teach life-long behaviors?

In today’s episode of WealthStyle, Iván Watanabe and Evan Wohl learn a few parenting tactics that helped their fellow colleague Russ Carpentieri raise well-rounded, independent children.

Listen in as Russ shares his experience as a father and highlights the following:

  • The influence that your circle of friends can have on your level of parenting
  • How to teach gratitude and empathy through daily reminders and acts of kindness
  • The importance of instilling accountability and consequences
  • Useful takeaways to help reduce entitlement when raising affluent children 
  • And more

Resources:

Connect with Iván Watanabe:

Connect with Evan Wohl:

Connect with Russ Carpentieri: