Retirement Planning with Tom Hegna

03/17/25 • 59 min

In this episode of the 62 Who Knew podcast, host Michael Banner welcomes back financial expert and best-selling author Tom Hegna, alongside a panel of industry leaders, including Matt McCann (LTC News), Jon Thomas (Amada Senior Care), and Cassandra Watson (Platinum LTC Solutions). They explore key strategies for securing a financially stable retirement, covering annuities, Social Security planning, long-term care insurance, and home equity management.Tom shares insights from his book Don’t Worry, Retire Happy and explains why guaranteed income is the cornerstone of a worry-free retirement. The conversation also uncovers misconceptions about annuities, the role of long-term care insurance, and how home equity and VA benefits can help pay for care.If you’re planning for retirement or supporting aging parents, this episode is packed with essential advice to help you prepare for a financially secure future.

🔹 Learn more at 62WhoKnew.com

🔹 Connect with our panelists:

📌 Tom Hegna – TomHegna.com

📌 LTC News – LTCNews.com

📌 Platinum LTC Solutions – PlatinumLTCS.com

📌 Amada Senior Care – AmadaSeniorCare.com

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Episode Shot and Edited at BlueBox Studios Tampa https://blueboxdigital.com/

🔹 Learn more at 62WhoKnew.com

🔹 Connect with our panelists:

📌 Tom Hegna – TomHegna.com

📌 LTC News – LTCNews.com

📌 Platinum LTC Solutions – PlatinumLTCS.com

📌 Amada Senior Care – AmadaSeniorCare.com

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Episode Shot and Edited at BlueBox Studios Tampa https://blueboxdigital.com/

Previous Episode

The Truth About Reverse Mortgages with Shannon Hicks

In this episode of 62WhoKnew, host Michael Banner welcomes a panel of experts, including Shannon Hicks, a leading authority on reverse mortgages, Matt McCann from LTC News, and Jon Thomas from Amada Senior Care. Together, they break down the biggest misconceptions about reverse mortgages, discuss how home equity can be a powerful financial tool in retirement, and explore strategies for funding long-term care.

🔹 Learn more at 62WhoKnew.com🔹 Connect with our panelists:📌 LTC News – LTCNews.com📌 Platinum LTC Solutions – PlatinumLTCS.com📌 Amada Senior Care – AmadaSeniorCare.com

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Episode Shot and Edited at BlueBox Studios Tampa https://blueboxdigital.com/

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