Скачать или смотреть 𝟭𝟬 𝗦𝘁𝗲𝗽𝘀 𝘁𝗼 𝗥𝗲𝘁𝗶𝗿𝗲𝗺𝗲𝗻𝘁 - 𝗖𝗵𝗲𝗰𝗸 𝘁𝗵𝗲𝘀𝗲 𝗼𝗳𝗳 𝘁𝗼 𝗥𝗲𝘁𝗶𝗿𝗲 𝗡𝗼𝘄! (Ease into Retirement EP 153)

𝗪𝗮𝗻𝘁 𝘁𝗼 𝗥𝗲𝘁𝗶𝗿𝗲? 𝗔𝗿𝗲 𝘆𝗼𝘂 𝗥𝗲𝗮𝗱𝘆? 𝗖𝗵𝗲𝗰𝗸 𝗼𝘂𝘁 𝗧𝗼𝗺’𝘀 𝗹𝗶𝘀𝘁 𝗼𝗳 𝘁𝗵𝗲 𝟭𝟬 𝗺𝗼𝘀𝘁 𝗰𝗿𝘂𝗰𝗶𝗮𝗹 𝘁𝗵𝗶𝗻𝗴𝘀 𝘆𝗼𝘂 𝗺𝘂𝘀𝘁 𝗸𝗻𝗼𝘄 𝘀𝗼 𝘆𝗼𝘂 𝗰𝗮𝗻 𝗿𝗲𝘁𝗶𝗿𝗲! With nearly 30 years in the retirement industry, Tom has a deep understanding of what is vital to creating a successful and happy retirement. Having guided retirees through changing Social Security rules, fluctuating tax rates, economic ups and downs, and unexpected events like the pandemic, Tom has curated a list of THE MOST IMPORTANT STEPS you need to take to create a retirement that reflects your goals and dreams while also weathering the ups and downs of life.

Whether you're close to retiring or just starting to plan, this list of 10 Steps (things you must know & act on) will help you move forward towards your retirement dreams.

Jump to a segment using the 𝘁𝗶𝗺𝗲𝘀𝘁𝗮𝗺𝗽𝘀 𝗯𝗲𝗹𝗼𝘄! 👇

TIMESTAMPS
00:00 10 Things Every Person Should Know About Retirement
00:27 Know What Your Retirement Goals Are
02:00 Know What Social Security is Going to Do for You
02:52 Get All Your Stuff Together
04:15 Create a Budget
05:48 Build a Comprehensive Retirement Plan
07:07 Health Care
08:07 Consider your Risk
09:58 Understand Required Minimum Distributions
11:30 Stay on Top of Taxes
13:03 Estate Planning
15:00 Other Items That are Crucial to Act On
16:46 How to Secure Help

Have specific questions for Tom and the team at Mosley Wealth Management?
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Learn the key components you need to include in your retirement plan, check this video out:    • 𝗛𝗼𝘄 𝗧𝗼 𝗕𝘂𝗶𝗹𝗱 𝗔 𝗥𝗲𝘁𝗶𝗿𝗲𝗺𝗲𝗻𝘁 𝗣𝗹𝗮𝗻 (𝗘𝗮𝘀𝗲 𝗜𝗻𝘁𝗼 ...  

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Investment advisory services offered by duly registered individuals through Mosley Wealth Management, Inc. (“MWM”). MWM and Mosley Insurance and Financial Services are affiliated companies by common ownership. License # 0K76766

Investing involves risk, including the potential loss of principal. Any references to protection, safety, or lifetime income, generally referred to fixed insurance products, never securities or investments. Insurance guarantees are backed by the financial strength claims paying abilities of the issuing carrier. This content is intended for informational & educational purposes only. It is not intended to be used as the sole basis for financial decisions nor should it be construed as advice designed to meet the needs of an individual situation. All hypothetical examples are provided for illustrative purposes only; they do not represent real life scenarios. Mosley Insurance & Financial Services nor its agents or representatives may not give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any investment decisions. Our firm is not affiliated with or endorsed by the US government or any governmental agency. Some of the information provided may be from one or more third parties which we believe to be reliable sources, but accuracy and completeness cannot be guaranteed by Mosley Insurance & Financial Services.