Financial Freedom with Tom Hegna

Episode 37 - Rick Durkee, RICP® | Coastal Financial Planning Group, Founder

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 hosted the broadcasts “Money Matters,” “Navigating Retirement,” and “Christian Business Values.”  He holds the rare designation of Retirement Income Certified Professional (see: RICP [https://www.cfpgroup.biz/founder]) from the American College of Financial Services and was recently appointed a board member of his regional Better Business Bureau.  Rick enjoys a coastal lifestyle walking the ocean beaches with Violet, his wife of 19 years. He also loves rehabbing their mid-century home, which overlooks the peaceful Ashley River.  When it comes to his employees, clients, and friends, he considers all of them part of his extended family. He loves when he can add a new client to join the CFPG Family! See Privacy Policy at https://art19.com/privacy [https://art19.com/privacy] and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info [https://art19.com/privacy#do-not-sell-my-info].

Episode 36 | Brigette Engstrom - Founder and CEO of Blue Monarch Financial Services

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. Brigette founded Blue Monarch Financial Services with the objective of helping her clients articulate and achieve their financial goals in and through retirement. Brigette is also dedicated to mentoring, offering guidance to young professionals and fellow insurance professionals. She volunteers with Junior Achievement, helping to inspire high school students to pursue entrepreneurship. Living on a working ranch in a small Texas town with her husband, Thomas, Brigette is an avid reader and aspiring gardener. As a proud military wife, she values service and dedication in all aspects of life. See Privacy Policy at https://art19.com/privacy [https://art19.com/privacy] and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info [https://art19.com/privacy#do-not-sell-my-info].

Episode 35 | Greg Parady - CEO/Founder of Parady Financial Group Inc.

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 financial literacy through education and community involvement. See Privacy Policy at https://art19.com/privacy [https://art19.com/privacy] and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info [https://art19.com/privacy#do-not-sell-my-info].

Episode 34 | Bruce Hosler – Founder of Hosler Wealth Management

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 Agent, CERTIFIED FINANCIAL PLANNER® professional, and Certified Private Wealth Advisor (CPWA®) and as a Certified Exit Planning Advisor (CEPA®), he is uniquely qualified to help business owners prepare for retirement, ensuring financial security and peace of mind as they transition to this new chapter in life. He is the author of the book MOVING TO TAX-FREE™ Strategies for Creating Tax-Free Retirement Income and Tax-Free Lifetime Legacy Income for Your Children. Bruce holds a Bachelor of Science degree from the University of Phoenix and has a rich background in media. He has shared his insights as a speaker at events hosted by the Arizona Society of CPAs and the Prescott Area Commercial Realtors Group. Additionally, Bruce hosts the Protecting and Preserving Wealth Podcast and the Moving To Tax-Free TV Show™, where he shares valuable knowledge on tax and financial strategies. He was featured on Fox Business Network’s Spotlight TV with Tom Hegna, discussing his new book, MOVING TO TAX-FREE™. For eight consecutive years, Forbes has recognized Bruce as one of the Best-In-State Wealth Advisors in Arizona. In 2025 Hosler Wealth Management was awarded the Forbes’ Best-In-State Wealth Management Teams in Arizona. Outside of his professional accomplishments, Bruce leads a fulfilling life. He resides in Scottsdale and Prescott, Arizona, with his wife, Laura, and cherishes spending time with family. In his leisure time, Bruce is an avid golfer who appreciates the challenges, beauty, and tranquility that golf courses offer. See Privacy Policy at https://art19.com/privacy [https://art19.com/privacy] and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info [https://art19.com/privacy#do-not-sell-my-info].

Episode 33 | Mike Milligan | One Oak Financial

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.” Challenging the “One Size Fits All” approach to financial advice, which he refers to as “Retirement Déjà Vu™,” Mike developed The One of a Kind Financial Plan™. This comprehensive plan addresses taxes, retirement income, investments, long-term care, and legacy, enabling clients to live a “One of a Kind Life.” Recognizing the need for a clear retirement vision, he then created Retirement CHI™ to supplement the plan. This innovative approach focuses on community, health, and impact, further reducing stress for his clients. Mike leads a team of over 20 professionals across the United States, including Hawaii. Learn more: http://www.1OakFinancial.com See Privacy Policy at https://art19.com/privacy [https://art19.com/privacy] and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info [https://art19.com/privacy#do-not-sell-my-info].