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 financial advisors all over the country on how to explain and offer the strategies discussed on HERO’S Talk Radio. These Strategic Wealth Coaches form the Freedom Financial Network and teach listeners about the strategies discussed in Laurett’s book, The RAFT Strategy: Your Retirement Approach Free of Tax & Other Safe Investing Secrets.

Nicknamed “the Freedom Financial Angel,” Laurett has truly been an ‘angel’ to over 2000 clients who she has assisted with their retirement planning throughout the United States since 2005. Laurett is hopeful the important message of securing assets through the programs she endorses will inspire Americans to take charge of their lives and prepare for the future. Laurett is the proud mother of seven and grandma of sixteen.

Husband and wife team David and Laurett Arenz have more than 30 years of experience in the financial services industry. They founded HERO’s Strategies Inc. with the intention of helping people retire with safer, smarter strategies than what conventional wisdom teaches us.

They wrote the book The RAFT Strategy, which explains a method for producing a stream of tax-free income throughout retirement and protecting your savings from market volatility. They also host the financial radio show HERO’S Talk Audio. If you would like to improve your retirement plan and learn about little-known savings strategies, they strongly encourage you to contact them today.

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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 emotions play in financial decision-making, as highlighted in "Swipe Right." The book emphasizes how aligning with the right financial plan and partnering with a suitable financial coach can greatly improve one's chances of achieving financial success.

Beyond his writing, Daniel is a prominent keynote speaker in the financial services industry known for impactful, results-driven seminars. In particular, he enjoys working with financial advisors, by helping them to better guide their clients toward reaching their financial goals.

Learn how to assess your net worth, compare it wisely, and the secret ingredient of wealth building and various money strategies in this informative interview.

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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 the highest honor accorded by the insurance industry for outstanding services to the institution of life insurance.

Formerly, Joe ran insurance sales at Paine Webber and more recently was a senior vice president at MetLife. He was responsible for retail product development and started their fee-based financial planning program and behavioral finance department.

Joe is also a founder of the Insured Retirement Institute and has been featured on the cover of Life Insurance Selling magazine.

For three consecutive years, he has been honored by Irish America magazine as one of the "Top 50 Irish Americans on Wall Street."

He was inducted into the Fordham Football Hall of Fame and has played rugby for the New York Athletic Club for 30 years.

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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 the firm in 1996 after working in the banking industry for five years. Juli and her team changed the business name to Financial Clarity by Design in 2022. Juli specializes in the areas of retirement planning, education funding, business continuity planning and estate planning. Her clientele consists of business owners, individuals, married couples and successful professionals. Juli has a Bachelor of Science degree in marketing from Northwestern College. She is professionally affiliated with National Association of Insurance and Financial Advisors (NAIFA), where she serves as the National Past President.

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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, Karen Stawicki and Samantha Irish unveil the strategies behind their bestselling book, The Power of Three, and reveal how ordinary families can reclaim control over both taxes and income.

They call themselves the “Retirement Power Duo,” and in this dynamic conversation you’ll learn:

How to Fire the IRS as Your Silent Business Partner

• Why most retirees unknowingly overpay taxes year after year.

• The simple repositioning tactics that shift dollars into tax-friendly vehicles—so the IRS stops acting as a silent partner in your nest egg.

• Real-life case studies: how one couple paid $500K less to the IRS over a lifetime.

Whether you’re a seasoned advisor or a retiree terrified of stock-market swings and hidden tax traps, Karen and Sam deliver truth bombs, actionable insights, and the road map you need to build a “tax-sheltered, guaranteed-income ecosystem.” Tune in to discover how to break free from Wall Street’s fear tactics, fire the IRS from your retirement plan, and reboot your Roth strategy before markets rebound.

Tune in to learn:

• How to keep every dollar performing a defined role (income, growth, liquidity) so you never worry about running out of money

• The “silent tax trap” hiding in traditional IRAs and 401(k)s—and how to escape it

• Why a mother-daughter approach to wealth management can be the secret to your financial peace of mind

Don’t miss Karen & Sam on the “Financial Freedom with Tom Hegna” podcast and discover the strategies to outsmart the IRS, guarantee steady income, and create the retirement you’ve always envisioned.

Guests:

Karen Stawicki grew up in a family that valued both hard work and service. She followed her natural affinity for numbers into 45-year career guiding families through market downturns and retirement transitions. In 2013, Karen launched Compass Financial with a simple promise: never abandon a plan when markets get tough. Her expertise in tax-efficient annuities and legacy planning has earned her local TV appearances, media features, and a loyal “Compass family” of clients who trust her to safeguard their financial futures.

Samantha Irish didn’t major in finance—she majored in sociology and communications to learn what her mom didn’t teach her. After a decade in marketing and consulting, Sam joined Compass Financial to marry her empathy and problem-solving skills with Karen’s deep expertise. As the “future of Compass Financial,” she helps each client feel heard, supported, and empowered to rewrite their own retirement story. Together, Karen and Sam combine logic and heart, structure and soul, to create “bullet-proof” retirement plans for high-net-worth families.

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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 greater flexibility and agility in responding to client needs. Our clients love our small intimate approach to planning compared to the impersonal experience of the large wire houses and banks.

Shane Stevenson entered the financial services industry to help others feel secure in retirement. He enjoys seeing clients’ satisfaction as they uncover a sense of direction, which pushes him to help even more clients achieve their dreams.

Although officially joining the family firm in 2019, Shane has been around the firm since the day he was born, helping behind the scenes and even attending some client appointments in a baby carrier. Shane graduated from the Eller College of Management at the University of Arizona, earning a degree in business administration and marketing.

As a licensed advisor Shane holds Life and Accident and Health or Sickness Insurance Licenses in the state of Arizona. He has also passed the FINRA Series 65 Uniform Investment Adviser Law Examination.

Shane and his wife Kelly were married in November of 2022 at the Boyce Thompson Arboretum in Superior, AZ.

He is proud to be part of his family business, and he loves building relationships with clients. Away from the office, Shane and Kelly like to travel and spend time with their dogs.

Their holistic approach to retirement planning focuses on 5 key areas

1. Income Planning
2. Investment Planning for and in Retirement
3. Tax planning
4. Health Care Planning
5. Legacy Planning

Winston P. Stevenson and Shane A. Stevenson are both fully licensed fiduciary investment advisor representatives with their RIA Brookstone Capital Management utilizing the custodial services of Charles Schwab.

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Steve Hutchinson has been involved in the financial industry for over 40 years. For the last 10 years he has been developing software for the financial industry. Known as the advisor's advisor, that software has helped evaluate billions of dollars of tax deferred investments, IRA and 401ks.

In 2015, after analyzing billions of dollars in bank-managed life insurance and annuities using Internal Rate of Return (IRR) at various life expectancy's, Steve Hutchinson developed foundational concepts for evaluating and comparing annuities. This process helped determine the fair value of these financial products which ultimately led to the development of the Roth Blueprint.

This powerful tool is specifically designed for Fixed Index Annuities and is transforming how advisors manage portfolios. By digitizing the Roth conversion process, it aims to unlock significant value for both advisors and their clients, offering new possibilities for tax-free retirement planning. Hutchinson and his team are particularly focused on educating and supporting advisors in leveraging this unique technology and are dedicated to helping one million people achieve a tax-free retirement with this innovative tool.

Tom is great at breaking down complex financial topics into easy-to-understand strategies. This episode is specifically designed for anyone looking to build a more stable financial future. A top financial expert Hutchinson has achieved the impossible. Two years ago Hutchinson was diagnosed with inoperable stage 4 cancer and given 6 months to live. Against all odds a surgeon agreed to operate and saved Hutchinson’s life. One in a million Hutchinson’s legacy is to help a million.

To learn more about the Roth Blueprint visit https://rothblueprint.com/.

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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 of work in retirement planning, Parker Faulkner possesses a Series 65 license to work as an Investment Advisor Representative, which means he offers his clients true one–stop financial services. Whether choosing investments or preparing for life after their working careers, Missourians rely on the expertise at Faulkner’s Retire Happy Network.

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