NEW YORK - s4story -- Tom Hegna, a renowned Author, TV Show Host, Speaker, and leading Economist with over 30 years of experience in helping people save and spend wisely, is bringing a fresh perspective to financial discussions.

The wealth management industry is changing, with women taking a more prominent role as both affluent clients and top financial advisors.

In the latest episode, Tom Hegna is joined by Karen Stawicki and Samantha Irish, a dynamic mother-daughter team. Together, they bring over 50 years of combined experience in the financial industry. They are also the authors of the acclaimed book, "The Power of Three: Navigating You to a Worry-Free Retirement." Their book provides a clear and actionable plan for retirement, focusing on key areas like reducing taxes, maximizing investment growth, and securing guaranteed income. Additionally, they host the popular YouTube series, "Navigate Your Wealth."

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Karen and Sam are known for their dedication to ensuring their clients' financial security and are particularly skilled at tax reduction strategies, often helping clients with over $1 million in assets save $500,000 or more in taxes. As experienced financial professionals, they offer comprehensive wealth management services to high-net-worth individuals with assets ranging from $1 to $10 million.

The full interview with Karen and Samantha is scheduled to be released this week on "Financial Freedom with Tom Hegna." Below is a sneak peek.

https://www.youtube.com/watch?v=LKRRdpGXCBw



Tom Hegna CLU, ChFC, CASL is an author, speaker, and economist. He has been an incredibly popular industry speaker for many years and is considered by many to be THE Retirement Income Expert! As a former Senior Executive Officer at New York Life, retired Lieutenant Colonel, and economist, Tom has delivered over 5,000 seminars, helping Baby Boomers and seniors retire the "optimal" way. His  goal is to equip listeners with practical tips and information to make smarter financial decisions.

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Compass Financial is a boutique wealth solutions firm with a strategic focus on creating tax-efficient retirements. Owned and operated by Karen Stawicki and her daughter Samantha Irish, Compass Financial helps clients around the world understand what they need to achieve their unique financial goals, stay aligned with their distinct course, and ultimately accomplish their retirement goals. For more information visit https://www.navigateyourwealth.com/

Whether you're at the beginning of your retirement journey and need a kickstart or if you need that final boost to get you across the finish line, "Financial Freedom with Tom Hegna" has got the juice with new episodes every week.  Listen and subscribe today! https://art19.com/shows/financial-freedom-with-tom-hegna