๐๐ฒ๐ต๐ถ๐ป๐ฑ ๐ถ๐ป ๐ฆ๐ฎ๐๐ถ๐ป๐ด ๐ณ๐ผ๐ฟ ๐ฅ๐ฒ๐๐ถ๐ฟ๐ฒ๐บ๐ฒ๐ป๐? ๐ฌ๐ผ๐ ๐๐ฎ๐ป ๐๐ถ๐ ๐ง๐ต๐ฎ๐ ๐ถ๐ป ๐ฎ ๐ฌ๐ฒ๐ฎ๐ฟ (Ease into Retirement EP 143)
ะะฒัะพั: Mosley Wealth Management
ะะฐะณััะถะตะฝะพ: 2025-02-19
ะัะพัะผะพััะพะฒ: 315
ะะฟะธัะฐะฝะธะต:
Feeling behind on your retirement savings? Youโre not alone. Here's the good news: You can fix that in just one year. It wonโt be easy, but with focus and the right strategies, itโs absolutely possible to get back on track! Retirement planning can feel overwhelming, and too often, people put it off until itโs almost too late. But itโs never too late to make a change. Remember, the best time to start was yesterday, and the second-best time is NOW.
In todayโs video, weโre sharing proven strategies and actionable tips to help you take control, maximize your savings, and create a fulfilling, worry-free life after work. Stick around, and letโs turn things aroundโtogether.
Jump to a segment using the ๐๐ถ๐บ๐ฒ๐๐๐ฎ๐บ๐ฝ๐ ๐ฏ๐ฒ๐น๐ผ๐! ๐
TIMESTAMPS
00:00 Revamp your retirement
00:40 #1 Assess where you are: Evaluate your income, budget, & debt
03:05 #2 Review your retirement accounts: Get involved & maximize them
05:07 #3 Identify your risks (your internal risk & your portfolioโs risk)
07:54 #4 Taxes
10:49 Recap of the steps & action items you can take now.
13:00 How to get more assistance with revamping your retirement
Have specific questions for Tom and the team at Mosley Wealth Management? Contact us here ๐
https://mosleywealthmanagement.com/co...
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Learn the key components you need to include in your retirement plan, check this video out: ย ย ย โขย ๐๐ผ๐ย ๐ง๐ผย ๐๐๐ถ๐น๐ฑย ๐ย ๐ฅ๐ฒ๐๐ถ๐ฟ๐ฒ๐บ๐ฒ๐ป๐ย ๐ฃ๐น๐ฎ๐ปย (๐๐ฎ๐๐ฒย ๐๐ป๐๐ผย ...ย ย
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DISCLOSURE:
Investment advisory services offered by duly registered individuals through Mosley Wealth Management, Inc. (โMWMโ). 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.
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