Rethinking Retirement with Science, Stability, and Strategy скачать в хорошем качестве

Rethinking Retirement with Science, Stability, and Strategy

In this special year-end episode of 62 Who Knew, host Michael Banner welcomes retirement income expert Tom Hegna and Marc Zimmerman, President of Zimco Financial, to unpack the science and strategy behind secure retirement planning. With over 13 annuities of his own, Tom shares why math and science, not opinions, should guide retirement decisions. 🔹 Learn more at 62WhoKnew.com 🔹 Connect with our panelists: 📌 Tom Hegna –https://tomhegna.com/ 📌 Mark Zimmerman –https://zimcofinancial.com Chapters 00:00 Introduction and Growth of the Podcast 02:46 Introducing Tom Hegna: Retirement Income Expert 05:46 The Science Behind Retirement Income 09:08 The Value of Guaranteed Income 11:56 The Importance of Income Annuities 14:54 Debunking Myths About Annuities 18:01 Life Insurance and Annuities: A Winning Combination 20:59 Engaging Younger Audiences in Retirement Planning 23:59 Long-Term Care Insurance and Aging in Place 25:00 Navigating Long-Term Care and Annuities 30:05 Understanding Hybrid Products and Flexible Premiums 32:29 Converting 401(k) to Annuities and Roth IRAs 39:28 The Impact of Income on Medicare Costs 40:59 Wealth vs. Appearance: Financial Health Insights Get Mike's Book: A Gift From My Father https://bit.ly/AGiftFromMyFather Follow us on Social Media:   / 62whoknew     / michaelbanner1   DISCLAIMER: The 62WhoKnew Podcast discusses retirement planning, healthcare issues, long-term care, Social Security, Medicare, Medicaid, and other government-administered programs solely for the purpose of education and consumer awareness. We do not endorse political parties, candidates, legislation, or policy agendas. Any reference to government programs is strictly informational and is not political commentary. Our sole mission is to help Americans plan for a longer, healthier, more secure retirement. ------------------------------------------------------------------------------------ Episode Shot and Edited at BlueBox Studios Tampa https://blueboxdigital.com/