Financial Freedom with Tom Hegna

Rick Durkee, RICP, LUTCF | FOUNDER & RETIREMENT INCOME CERTIFIED PROFESSIONAL Rick Durkee is an author, radio host, and community leader. His professional purpose is to help others realize their dream of living a very comfortable lifestyle, especially in retirement.  Many folks near Charleston, SC, and the surrounding coastal region know Rick from his time on News Radio 94.3, where he hos...

Brigette Engstrom Founder & CEO Brigette Engstrom has been a licensed insurance professional since 2000 and is the Founder and CEO of Blue Monarch Financial Services. With a focus on retirement income strategy, asset preservation, and long-term care strategies, Brigette educates clients on the complexities of retirement, helping to optimize financial well-being and dignity in their later years...

Parady Financial Group is led by Greg Parady, considered by industry peers as the #1 income and annuity professional in the country. Greg is a renowned retirement strategist, author, and speaker, is admired for his ability to explain complex financial issues in a way that is easy to understand. Greg has dedicated his career to helping retirees improve their financial awareness and financ...

Bruce, the founder and principal of Hosler Wealth Management, with offices in Prescott and Scottsdale, brings over 28 years of experience to the table. He serves pre-retirees, retirees and widows, and business owners with a strong commitment to using advanced tax strategies to help them move toward a tax-free retirement while helping to preserve their wealth. Bruce is credentialed as an Enrolled A...

Mike Milligan, a Certified Financial Planning Professional, author, podcast and radio show host, and university lecturer, brings 26 years of experience to the financial planning industry. After beginning his career in large banks and insurance companies, he founded his first firm 15 years ago with the belief that “everyone is One of a Kind; and they deserve a One of a Kind Financial Plan.” Challen...

Peter J. D’Arruda, MRFC®, RICP®, is former two-time President of the IARFC (International Association of Registered Financial Consultants), an Investment Advisor, fiduciary, and has been in the financial arena for over 32 years. He founded Capital Financial to help his clients “cross the street of life.“ He and his team strive to help their clients take the worry out of living in retirem...

Deborah West, President & Founder As a proud daughter of a U.S. Army Veteran, Deborah West has taken pride in serving the financial needs of clients since 2000. She founded AGAPE Retirement Group, LLC to provide strategies that offer contractually guaranteed lifetime income, stability against market volatility with ZERO Risk to principal, paired with market participation and tax deferred gains...

With a calm demeanor and purposeful approach, Michael applies his more than 20 years of industry experience in guiding clients toward meaningful goals. His disciplined investment philosophy and unshakeable commitment to his clients define his independent practice. He specializes in discretionary portfolio management for families and individuals, cross-border wealth management as well as institutio...

Mark A. Provenzano is the Founder and Principal of Hedged Private Wealth LLC., a Wealth Management and Financial Planning Firm. Mark is a licensed Investment Advisor Representative with more than 21 years of dedicated service in the financial industry. Mark obtained his Bachelor of Science Degree in Accounting from the University of Holy Cross. He effectively specializes in wealth preservation, ac...

Kimberly Olson is a self-made multi-millionaire and the creator of Goal Digger Girl Co., where she serves female entrepreneurs by teaching them simple systems and online strategies in sales and marketing. Most recently, she received the honor of being chosen as the ‘Top CEO of 2022’ by the International Association of Top Professionals. Kimberly has been named as one of the ‘Top 20 Life Coaches to...

John Grace, a Registered Principal with LPL Financial, is a professional with over 30 years of experience. John, an Eagle Scout, attended Carleton College in Minnesota, and is a former President and Trustee of the Ventura County Council of the Boy Scouts of America; a former Board Member and Finance Committee Member of the El Camino College Foundation in Torrance; a former Trustee of the Californi...

Vishaw Sondhi is the founder and President of Vishaw Sondhi, CPA P.C., a firm that provides comprehensive wealth management, tax planning, and accounting services for business owners and individuals. He is a Certified Public Accountant (CPA) a Retired Income Certified Professional (RICP®), and a Personal Financial Specialist (PFS) with over 35 years of experience in the financial industry. His mis...

Lane G. Martinsen is a Certified Financial Fiduciary®, an Investment Advisor Representative, and a Retirement Income Certified Professional (RICP®). Lane is the Principal of  Martinsen Wealth Management, LLC  located in Tempe, Arizona. Lane is an Ed Slott Elite IRA Advisor and a member of the National Ethics Association (NEA). Lane has a diverse background within the financial services i...

Blake Harris is the founding principal at Blake Harris Law, where he assists clients throughout the world with Offshore Asset Protection. Having traveled to over 40 countries, Blake has built an extensive global network by meeting with trust companies, protectors, and bankers worldwide. An accomplished author and international speaker, Blake has educated countless professionals through his continu...

Tom Martin completed his undergraduate work at the University of Arizona, receiving a Bachelor of Fine Arts. He began his financial career in 1998 as a life insurance broker, and shortly thereafter added property and casualty lines followed by general securities. Tom holds several professional designations, including CERTIFIED FINANCIAL PLANNER ™ (CFP ®), Chartered Financial Consult...

Shawna Moore, RICP®, is a seasoned financial advisor with more than 25 years of experience guiding individuals and families through the complexities of retirement planning. She is the founder of Moore Wealth and co-host of the Moore Wealth Retirement Talk podcast, where she and her husband, Dave, bring a holistic perspective to retirement income, estate, tax, and lifestyle planning. As a Retiremen...

“My journey began in my grandfather's workshop, igniting a passion for invention and financial empowerment. Today, I dedicate my life to helping others achieve financial independence.” Navi Dowdy is a: Certified Tax Specialist with over four decades of experience Developer of the Smiling Retiree Process, aiding millions in achieving tax-free retirement income Speaker at prestigious venues includin...

Western & Southern Financial Group has over 135 years of helping to meet the financial stability needs of our customers — individuals, families, businesses, foundations and nonprofits — with a wide range of insurance, investment and retirement solutions through an ever-growing distribution system. Our family of companies continues to grow and diversify, fortifying our financial foundation and...

At Poole Financial Services, Inc., our vision is simple: to help people feel confident and supported as they plan for their financial future. As a family-run firm, we believe in building strong, lasting relationships with each client — taking the time to understand your goals, your values, and the life you want to create. With over three decades of experience, Larry and Judy Poole — along with the...

Michael helps people achieve a higher and more predictable retirement income stream using his proprietary economic based process. As a Retirement Income Certified Professional® from the American College of Financial Services®, Michael effectively manages the transition from asset accumulation during a client’s working years to asset distribution in retirement. RICP® enables Michael to demonstrate...

Tom Wall has spent the entirety of his 20-year career positioning whole life insurance and competing against his alternative. Starting in college as an award-winning advisor with Northwestern Mutual before moving his practice to MassMutual, he subsequently grew his career in prominent home office roles in sales and marketing leadership. In those roles, he developed into a renowned storyteller and...

American Legacy Solutions is a client-first brokerage firm dedicated to helping individuals and families achieve their financial goals through education, personalized service, and comprehensive financial planning. With a passion for technology and a commitment to excellence, they empower businesses to thrive in the digital landscape. See Privacy Policy at https://art19.com/privacy and California P...

Robert Rolih is the international bestselling author of  The Million Dollar Decision: Get Out of the Rigged Game of Investing and Add a Million to Your Net Worth,  a book that has received glowing reviews from readers around the world. His mission is to reveal what the financial industry doesn’t want you to know about investing, helping people greatly improve their long-term investing ga...

Ryan Thacker Founder and Investment Advisor Representative Ryan’s primary focus is retirement income planning, and he is passionate about helping clients achieve their financial goals during retirement using the B.O.S.S. Retirement Blueprint™. Throughout his career, Ryan has focused on mortgage, banking, real estate development, personal finance and wealth management strategies. Ryan graduated wit...

David McKnight graduated from Brigham Young University with Honors in 1997. He has been featured in  Forbes, USA Today, The New York Times, Fox Business, Bloomberg Radio, MarketWatch, CBS Radio, CNBC, Yahoo Finance, Nasdaq.com, Reuters, Investor’s Business Daily, Kiplinger’s  and numerous other national publications. David’s bestselling book  The Power of Zero  has sold over 40...