Saturday, February 28, 2015

Retire Happy

Late last year Tom did a PBS Special, entitled Don't Worry Retire Happy, 7 Steps to Retirement Security. PBS will be featuring over the next two years. Not surprisingly, Tom's new book is entitled, Don't Worry Retire Happy.

Tom walks the audience through the 7 steps and the new hybrid working retirement concept. He also addresses how to combat inflation during retirement.

Home equity can be created in the process of downsizing where the gain in the sale may receive tax favored treatment. Some just use an equity home loan for added income. And others use reverse mortgages.

Social Security is America's #1 retirement plan. But there is a critical decision to be made on how and when it's distributed. Tom addresses the three basics of Social Security and how to use them to maximize benefits.

Syndicated financial columnist and talk show host Steve Savant interviews author, platform speaker and PBS television media guest Tom Hegna, CLU, ChFC, CASL. This is episode features Tom's new book Don’t Worry, Retire Happy from Tom's PBS Special. Tom's other books are Paychecks & Playchecks and Retirement Income Masters.

Saturday, February 21, 2015

Estate Planning for the Ones You Love

During the next 30 to 40 years, Baby Boomers are expected to transfer $30 Trillion to their children. This is above and beyond the $12 Trillion they are in the process of receiving from their own parents. Mike introduces the basics of estate planning and uses easy to understand consumer conversation to discuss his approach to mitigating taxes, leveraging assets and and transferring wealth to targeted beneficiaries.

Syndicated financial columnist and talk show host Steve Savant interviews author, speaker and frequent media guest Mike Kilbourn, CLU, ChFC, CCIM, AEP, MSFS. Mike's book Disinherit the IRS is a staple in estate planning circles and is in it's second edition. Mike is also the founder and chairman of the Wealth Protection Network®, a national network of estate planning professionals that work in concert create and manage comprehensive estate plans.

Saturday, February 14, 2015

The Family Meeting to Your Financial Planning

Why facilitating Family Meetings is the most explosive growth opportunity in today’s financial planning landscape. Using the Family Survey to inspire clients into co-ordinating the meeting for your facilitation is a redirection in traditional family planning.

Anthony discusses the key questions that need addressing and why the planning commitments made are solid and more importantly more profitable for the family.

Syndicated financial columnist Steve Savant interviews Anthony Morris, author,International keynote speaker & practice development coach in the financial services sector.

Saturday, February 7, 2015

Consumer Insurance Questions

Syndicated financial columnist and talk show host, Steve Savant, answers consumer questions on life insurance in a brief one-minute video vignette with easy to understand explanations.

About Steve Savant

Steve Savant

As the National Marketing Spokesperson for Ash Brokerage, Steve Savant looks forward to meeting financial professionals in every way possible - in person or by video through conferences and social media.

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