NEW YORK - TelAve -- 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 Juli McNeely, a 27-year veteran of the financial services industry. Juli is president of Financial Clarity by Design, Inc. in Wisconsin. She was the first female President of the National Association of Insurance and Financial Advisors (NAIFA), and she is an active 13-year member of the industry's Million Dollar Round Table. She also runs her own consulting practice, Juli McNeely Consulting, which allows her to share her experience and knowledge with those serving consumers on Main Street America. Specializing in retirement planning, education funding, succession planning, and estate planning, she has presented her "Success on PURPOSE" talk to hundreds of industry professionals.

More on TelAve News

• TEDxInglewood Returns to The Miracle Theater on August 9, 2025 — Celebrating Bold Ideas and Community Energy
• No Limits Method Revolutionizes Neurodivergent Education Through Embodied Cognition
• Manhattan Boutique Real Estate Collaborates with InterContinental Hotels NYC in a Branding Partners Personalized Approach
• First AI Marketing Platform Built Specifically for Small Businesses Launches Public Beta
• Kaplan Morrell Applauds Passage of Landmark Workers' Compensation Reform in Colorado

A leading inspiration to women in the financial industry Juli authored the successful book No Necktie Needed: A Woman's Guide to Success in Financial Services with the goal of attracting more women to choose financial services for their career and encouraging the women already in the industry to reach ever greater success.

You do not want to miss this interview with Juli McNeely which is scheduled to be released this week on "Financial Freedom with Tom Hegna." Below is a sneak peek.

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



Juli also created the popular Legacy Footprint, a complete filing system for all of your important documents that was designed to help people get organized. She discovered that organizing important documents was a perpetual item on many people's To Do list.

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.

More on TelAve News

• GD Solution Suite's New Feature: Case Summary Printing
• Rediscovered Christopher Lee Recording 'Elenore' Re-Released to Mark 10th Anniversary of His Passing
• Conexwest Expands Single-Phase Cold Storage Lineup: Versatile Solutions for Diverse Temperature Needs
• $750 Million Market Projected to Reach $3.3 Billion Globally in 2034 for New Drug Application Filed on Preservative-Free IV Ketamine: NRx Pharma, Inc
• $100 Mil Financing; Equity Conference Presentation Following Big Exposure at Detroit Grand Prix for Online Lottery & Sports Game Provider: Lottery.com

Financial Clarity by Design, 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. For more information visit www.financialclaritybydesign.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