Income Investor Podcast Ep. 17 – Tom Hegna: Don’t Worry, Retire Happy! Seven Steps to Retirement Security

Podcast Hosts: Jimmy Dot Direct & Stan The Annuity Man

tomhegnaPodcast Guest: Tom Hegna
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Join Stan The Annuity Man and Jimmy Dot Direct with economist, author, and retirement expert Tom Hegna covering some of the topics of his latest book Don’t Worry, Retire Happy! Seven Steps to Retirement Security.

  • What is your plan?
  • Maximize Social Security Benefits
  • Explore a hybrid retirement
  • Protect your savings from inflation
  • Secure more guaranteed lifetime income
  • You must have a plane for long term care
  • Use home equity wisely


Don’t Worry, Retire Happy! Seven Steps to Retirement Security is your guide to straightforward retirement planning in uncertain times. Tom Hegna  will simplify your retirement journey with his 7 Steps to Retirement Security.  Learn how to make a trouble-free plan for retirement with a solid foundation to build on for future generations. Avoid living a just-in-case retirement and enjoy the fruits of your labor! Whether you are a late starter with your retirement planning or you have a significant savings, this book outlines how to make the most from the least with the smallest amount of risk.

Tom Hegna is an economist, author, and retirement expert.  He has been an incredibly popular industry speaker for many years and is considered by many to be THE Retirement Income Expert!

As a former First Vice President at New York Life, retired Lieutenant Colonel, and economist, Tom has delivered over 2,000 seminars on his signature “Paychecks and Playchecks” retirement approach, helping Baby Boomers and seniors retire the “optimal” way. He has condensed a large chunk of his considerable knowledge into books.


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