S2: Episode 8 – Seven Steps to Retirement Security, Part Two – with Guest Tom Hegna

Following the steps that we outline in this podcast will help you retire happier.


In this episode, Stephen Stricklin sits down with Tom Hegna, an international economist, as they continue their conversation about Tom’s seven-step process to retire not just comfortable, but happy. Tom shares the last 3 steps of this process and provides insight into his own personal use of them! 

In this episode, we discuss:

  • What notable PhDs say about guaranteed income & happiness
  • Why you need to focus on planning for long-term care 
  • How to use your home equity wisely
  • The investment vehicle that can provide tax benefits, long-term care benefits, death benefits, and tax-free lifetime income 
  • And more!

Tune in now to part two of the seven steps to a happier retirement with Tom Hegna! 

Resources: Wise Wealth | Simplify Your Retirement | Stephen Stricklin | Tom Hegna | Tom Hegna’s Website | Seven Steps to Retirement Security Part One