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:

• Decreasing Investment Loss During Retirement with Dr. Wade Pfau
• “Paychecks and Playchecks: Retirement Solutions for Life” by Tom Hegna
• “Don’t Worry, Retire Happy! Seven Steps to Retirement Security” by Tom Hegna
• “Retirement Income Masters: Secrets of the Pros” by Tom Hegna

Connect with Iván Watanabe:

• Opus Private Client, LLC 
• iwatanabe@opus-pc.com
• LinkedIn: Iván Watanabe

Connect with Evan Wohl:

• Opus Private Client, LLC 
• ewohl@opus-pc.com 
• LinkedIn: Evan Wohl

Connect with Tom Hegna:

• Tom Hegna
• Tom Hegna – Webinars
• LinkedIn: Tom Hegna
• Facebook: Tom Hegna
• Twitter: Tom Hegna
• YouTube: 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.

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