Financial Freedom with Tom Hegna

Michael Battalini is a fully licensed Life, Annuity and Health Insurance Agent. Michael has a Bachelor of Science in Business Administration from Robert Morris University. Michael is also a Registered Financial Consultant RFC® Retirement income planning for retirees and pre-retirees throughout the country is Michael’s focus. His expertise in shielding client investments from stock market loss...

Todd Valles Todd Valles has worked for several Fortune 500 companies in the financial services sector. He has been a Keynote Speaker/Presenter at hundreds of financial advisor conferences, events and meetings and has hosted numerous IRMAA webinars. He is approved to provide CE credits for state insurance, CPE, and CFP. His educational background is in Finance and Economics with a Juris Doctor...

Meet Kari Ellis, Founder & CEO of WayPoint Consulting Partners. With over 15 years of experience in the Insurance and Financial Services field, Kari is an industry expert. As a seasoned Career Consultant, she recruits experienced financial advisors and insurance professionals across the country, covering traditional brokerage, boutique, and regional firms and the possibilities within the indep...

Dr. Laurett Ellsworth Arenz, BFA, co-hosts HERO’S Talk Radio with her husband Dave. The program airs in 45 markets nationwide. As a certified Behavioral Financial Advisor, Laurett combines her BA in Psychology with sound retirement planning principles.  She loves knowing that she can help her clients plan their future and make a difference in their lives. Laurett also trains fi...

Daniel A. Jack has cultivated a distinguished career in financial services spanning decades. His extensive professional background encompasses both private and public sector roles, demonstrating a comprehensive understanding of the financial landscape. As the co-author of the acclaimed book "Swipe Right: Choosing Your Financial Match," Daniel's interview delves into the significant role our e...

Joe Jordan, inspirational speaker and behavioral finance expert, is the author of the award-winning book "Living a Life of Significance" (Acanthus Publishing, 2013). The book has sold over 150,000 copies, is translated in five languages and was featured in Nick Murray's "The Advisor's Essential Library." ​Joe is the recipient of the 2023 John Newton Russell Memorial Award. The award is t...

Financial Clarity by Design, formally McNeely Financial Services, offers comprehensive strategies through a spectrum of financial services. From growing your wealth to planning for your family’s future, Financial Clarity by Design is ready to lead you down the path to obtain those goals and dreams. Financial Clarity by Design can help you achieve your goals. Juli McNeely CFP®, CLU, LUTCF, joined t...

Guests: Karen Stawicki & Samantha Irish | Co-Founders, Compass Financial (Charleston, SC) - A mother-daughter team on a mission to help high-net-worth clients minimize taxes and build a retirement income they can’t outlive. Episode Overview: Markets wobble. Taxes rise. Most retirees feel trapped and afraid they’ll outlive their savings or pay more to the IRS than they must. In this episode, Ka...

Winston P. Stevenson is the President and founder of Winston and Companies Retirement and Financial Services, a full service, holistic “Boutique” style family owned and operated financial firm. Boutique is a word used to describe how we prioritize building strong, personalized relationships with clients, fostering trust, and understanding. Our smaller size and focused approach allow for great...

Retirement planner Parker Faulkner has been helping families retire happily for nearly three decades. Every sound retirement plan, Parker believes, must start with a detailed structure for future monthly income. He truly enjoys showing clients the ways in which they can achieve their financial goals, and often, retire sooner than they ever would have expected. In addition to decades...

Daniel Rondberg is an American serial entrepreneur, author, and keynote speaker. He is best known for his bestselling books No Stone Left Unturned, Retirement Simplified, and Pay Off Your Mortgage. Rondberg is the founder of The Rondberg Companies under which he operates Cass & Spence Publishing, and Advisors to Authors. Rondberg is regarded for his clear-cut style of writing and storytelling...