Top Financial Services Professional Roma Picadilla Shares Retirement Strategies on "Moving America Forward" with Tom Hegna

NEW YORK - EntSun -- Financial services professional Roma Picadilla, CEO of Elite Wealth by Roma, will be featured on the nationally televised program "Moving America Forward" airing nationally on CNBC on August 2nd, with renowned retirement expert Tom Hegna. The interview highlights Picadilla's approach to helping individuals, families, and business owners build financial confidence, prepare for retirement, and create strategies designed to support long-term wealth and lifetime income.

Based in Dallas, Texas, Picadilla brings more than 25 years of experience in the insurance and financial services industry. Before entering the financial field, she spent nearly a decade in the hospitality industry before building a successful career focused on retirement planning, wealth strategies, and financial education. She is a six-time Top of the Table qualifier with the Million Dollar Round Table, an achievement recognizing the highest level of professional success among financial services professionals.

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Picadilla is also the author of "Million-Dollar Immigrant," a personal story about her journey to America with limited resources and her determination to build a successful life. As a single mother, she overcame significant challenges while growing her business and raising her children. Today, her mission is to help others gain financial clarity and understand the strategies available to protect their financial futures.

During her conversation with Tom Hegna, Picadilla discussed common retirement mistakes, including waiting too long to plan and assuming traditional savings vehicles alone will provide financial security. She emphasized the importance of education, proactive planning, and regularly reviewing financial strategies as tax laws, markets, and personal circumstances change.

Picadilla explained that retirement planning requires more than simply accumulating assets. She highlighted the importance of creating a comprehensive financial ecosystem that may include retirement income strategies, tax planning, insurance solutions, and wealth-building tools tailored to each individual's goals and risk tolerance.

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The interview also explored the role of hybrid insurance strategies, long-term care planning, and the importance of preparing for the different phases of retirement—from the active "Go-Go years" to the later stages when additional support may be needed. Picadilla stressed that effective retirement planning should help individuals maintain independence, protect their assets, and create a lasting legacy.

"Moving America Forward" showcases entrepreneurs, innovators, business leaders, and change makers who are making a positive impact across the country. The program features in-depth interviews highlighting ideas, strategies, and personal stories that inspire viewers.

Viewers can watch Roma Picadilla's interview on CNBC on Sunday, August 2, at 7:30 a.m. EST as sponsored programming designed to promote financial awareness across America. Below is a short clip.
https://www.youtube.com/watch?v=SFI5zITvDS8



For more information about Roma Picadilla and Elite Wealth by Roma, visit https://aifsgroupbyroma.com/.