068: Tom Hegna: Don't Worry, Retire Happy!

“Fun With Annuities” The Annuity Man Podcast

In this episode, The Annuity Man and Tom Hegna discuss:

• Saying no to DIY retirement
• What the right age for retirement is
• How annuity addresses inflation
• Securing guaranteed lifetime income with annuities

Key Takeaways:

• Retirement is not a DIY project, do it with a professional.
• The age for retirement would not be the same for many. If you want to get the optimal age, you have to spend some time calculating for all the factors that go into it.
• Be creative in doing something that can help your retirement. It’s okay if you have to do a side-hustle or work longer.
• Having a huge income guaranteed allows you to make riskier and therefore more rewarding investments.
• When the account is drawn down to zero, the annuity company is still on the hook to pay.

“They found that the happiest people in retirement were those people who were surrounded by their families and friends, and had guaranteed paychecks every single month." — Tom Hegna

 

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