Financial Freedom with Tom Hegna Podcast Por Tom Hegna arte de portada

Financial Freedom with Tom Hegna

Financial Freedom with Tom Hegna

De: Tom Hegna
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Want to retire with financial freedom? 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. He'll be featuring Main Street financial advisors, rather than those from Wall Street, to offer our listeners candid conversations focused on effective money strategies and wealth building. Many consider Tom to be the go-to Retirement Income Expert, and he's known for sharing unbiased advice. If you're interested in achieving financial freedom in retirement, be sure to tune in and hear real, actionable advice from Tom and his team of experts.

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Episodios
  • Episode 30 | Michael Dehal, Senior Portfolio Manager, Private Client Group

    Episode 30 | Michael Dehal, Senior Portfolio Manager, Private Client Group
    Nov 27 2025
    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 institutional cash management.“My team offers clients excellent service – responsive and tailored to their needs,” he says. “I care deeply about my clients, taking the time to explain complex topics and stay in sync with their lives through regular communication.”Michael’s passion for finance and studying the markets began at 16, when he bought his first stock. He began his career as a commodities trader and has held various roles, including senior positions at global investment banks, accounting firms and private sector companies.His distinct background informs his comprehensive approach to managing wealth, which includes financial and retirement planning, estate planning, insurance, investment management and tax strategies. As a portfolio manager, Michael takes an active approach to portfolio management and focuses on risk-adjusted returns. He also works closely with CFOs and treasurers of public companies, private corporations, governments and charitable organizations in helping them maximize their rates on cash deposits.In continually seeking new insight, Michael has accumulated several designations, degrees and licenses. He holds a Bachelor of Commerce (B.COM) degree from McMaster University; a Master of Business Administration (MBA) degree from Queen’s University; a Chartered Professional Accountant (CPA) designation; a Certified Management Accountant (CMA) designation; and a Chartered Investment Manager (CIM®) designation. He holds Series 7 and 66 licenses, enabling his team to serve U.S. residents as well as Canadians with IRAs with cross-border services.Giving back is a priority for Michael, and his charitable work has gained him recognition. In 2020, he won the Wealth Professional Award for Excellence in Philanthropy and Community Service, in part for his role as chief executive officer of the Cleft Prevention International Foundation, an organization aimed at educating women and families around the world to decrease the prevalence of cleft lip and palate anomalies. Having been born with a cleft lip and palate, this cause is near to his heart. He also serves on the family services committee at the American Cleft Palate-Craniofacial Association to help provide resources and support to children and families affected by cleft and craniofacial conditions. A frequent traveler to India, he also supports several orphanages in the country and is passionate about helping children and people with disabilities.Michael lives in Ancaster, Ontario, where he enjoys running on its many beautiful trails. He is also a practitioner of mindfulness meditation.Raymond James (USA) Ltd. All rights reserved. Raymond James (USA) Ltd. (RJLU) advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. This website may provide links to other Internet sites for the convenience of users. RJLU is not responsible for the availability or content of these external sites, nor does RJLU endorse, warrant or guarantee the products, services or information described or offered at these other Internet sites. Users cannot assume that the external sites will abide by the same Privacy Policy that RJLU adheres to. Investing in foreign securities involves risks, such as currency fluctuation, political risk, economic changes, and market risks. Raymond James (USA) Ltd., member FINRA / SIPC.The Chartered Investment Manager® (CIM®) Designation builds the skills and experience we need to serve a more sophisticated financial client or institution. Financial professionals who hold the CIM® designation are eligible for registration as a Portfolio Manager in Canada. They have expertise in providing money management services to high-net-worth and institutional clients, and they understand the application of portfolio management in the context of Canadian markets and regulatory requirements.What do these designations mean for you? They mean that when you work with an investment consultant who has taken the time to complete these designations, you’re working with someone who is well-versed in modern concepts of investment advice, is educated enough to understand how your individual ...
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    13 m
  • Episode 29 - Mark A. Provenzano | Founder and Principal of Hedged Private Wealth LLC.

    Episode 29 - Mark A. Provenzano | Founder and Principal of Hedged Private Wealth LLC.
    Nov 20 2025

    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, accumulation, and most importantly, distribution of assets for his clients. His mission is to provide an advanced level of excellence in Wealth Management, Tax Planning, and alternative portfolio modeling by delivering a full range of sound financial strategies.

    Mark has been the featured speaker at many seminars, educating attendees on various topics including Financial Planning and Wealth Management, as well as Medicare Programs. Additionally, he has personally developed programs to help educate and meet the needs of individuals who are underserved and underprivileged.

    Hedged Private Wealth believes that wealth accumulation, while simultaneously preserving the client’s assets, is paramount. Central to this philosophy is the vigilant recognition that losses hurt you more than gains help you. As Founder and Principal, Mark strives to consistently align the firm’s ideologies, thoughts, and recommendations with its clients’ wishes and best interests. He ensures that all clients are promised honesty, integrity, ethical considerations in recommendations, and most importantly, service to them.

    https://hedgedprivatewealth.com/

    See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
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    26 m
  • Episode 28 | Dr Kimberly Olson | Goal Digger Girl Co.

    Episode 28 | Dr Kimberly Olson | Goal Digger Girl Co.
    Nov 13 2025

    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 Look Out for in 2022,’ ‘Top 10 Most Ambitious Women in Business to Follow’ and is part of Forbes Coaches Council.

    She is a TEDx speaker and her recent speech was listed as one of the ‘10 Top TEDx Talks that You Don’t Want to Miss.

    Kimberly is also the founder of the non-profit, Elephant Sisters and has two PhDs in Natural Health and Holistic Nutrition. She is the author of six books including several #1 international best-sellers, has a top 25 rated podcast in marketing that recently hit 500,000 downloads, and reached the top half percent globally when she was in network marketing. Most recently she has shared the stage with Rachel Hollis, Erin King, Chalene Johnson and Jessica Higdon.

    See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
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    33 m
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