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