Larry & Judy Poole Join Tom Hegna on "Financial Freedom with Tom Hegna"

CHARLOTTE, N.C. - Rezul -- Joining host Tom Hegna this week on  "Financial Freedom with Tom Hegna" is Larry and Judy Poole, a husband and wife team of financial advisors. This Financial duo is educating and empowering individuals to prosper both personally and financially through every season of life.

Larry has been in the financial services field since 1986, while Judy has worked alongside him as his Administrative Assistant for the past 29 years. They work as part of a dedicated family team at Poole Financial Services. Given their different ways of relating to clients about financial planning and investing, they are able to educate and explain concepts more effectively.

Judy focuses on women's financial empowerment. With the financial landscape evolving, a growing number of women are taking charge of their financial well-being. This has led to a demand for financial advisors who understand and cater to the specific needs and goals of women.

Larry Poole has accomplished a great deal in the financial services industry. As a CRES Advisor, Financial Services Institute member, and Lincoln Investment Hall of Fame inductee, Larry has dedicated his career to advocating for better retirement policy and securing comfortable financial futures for all his clients. Judy has over 30 years of experience both in the field, assisting Larry with clients as well as in the office. Judy holds FINRA Series 7 and 66 Securities registrations. Their dynamic dual perspective enables them to forge stronger bonds with their clients.

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Together, they create a collaborative, client-focused approach to financial planning, ensuring each family they work with receives personalized attention and guidance.

Below is a short clip from their informative interview with Tom Hegna, which is scheduled to air on CNBC  as sponsored content on Sunday, August 17, 2025, at 10 AM EST. This is an interview you will not want to miss!

https://www.youtube.com/watch?v=u_EzzzaJ8Js



Larry has extensive knowledge of laws, rules, and regulations involving tax deferred savings plans as well as the North Carolina State Retirement program for public school employees. Additionally, Larry was also inducted into the prestigious Lincoln Investment Hall of Fame in 2019, an accolade given to financial professionals who consistently achieve the highest level of sales success and are dedicated to helping people retire well.

Larry and Judy take the time to understand each client's unique financial situation and goals. Together, they create a collaborative, client-focused approach to financial planning, ensuring each family they work with receives personalized attention and guidance.

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Tune into CNBC for this week's episode of "Financial Freedom with Tom Hegna" broadcasting nationally on Sunday August 17th at 10:00 am EST. To learn more about the Poole's and Poole Financial Services visit https://www.planwithpoole.com/

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.