Episode 160: "What's in a Retirement Plan? | Address These to Retire Successfully"
Update: 2025-06-18
Description
๐ฅ๐ฒ๐๐ถ๐ฟ๐ฒ๐บ๐ฒ๐ป๐ ๐ฒ๐
๐ฝ๐ฒ๐ฟ๐ ๐ง๐ผ๐บ ๐ ๐ผ๐๐น๐ฒ๐ ๐ฒ๐
๐ฝ๐น๐ฎ๐ถ๐ป๐ ๐๐ต๐ฒ ๐ฒ ๐ฎ๐ฟ๐ฒ๐ฎ๐ ๐๐ต๐ฎ๐ ๐บ๐ฎ๐ธ๐ฒ ๐๐ฝ ๐ฎ ๐ฐ๐ผ๐บ๐ฝ๐ฟ๐ฒ๐ต๐ฒ๐ป๐๐ถ๐๐ฒ, ๐ต๐ผ๐น๐ถ๐๐๐ถ๐ฐ ๐ฟ๐ฒ๐๐ถ๐ฟ๐ฒ๐บ๐ฒ๐ป๐ ๐ฝ๐น๐ฎ๐ป & ๐๐ต๐ ๐๐ผ๐ ๐บ๐๐๐ ๐ถ๐ป๐ฐ๐น๐๐ฑ๐ฒ ๐ฒ๐ฎ๐ฐ๐ต ๐ผ๐ณ ๐๐ต๐ฒ๐บ.You'll learn the difference between retirement investments and a retirement plan, and then be guided through the 6 essential components that you have to address and why. Whether youโre just starting to think about retirement or are nearing that exciting milestone, this video is a great primer for anyone seeking to create a secure and enjoyable future after their working years.
Discover why these 6 essential components are so vital to building your retirement plan:๐ต Income๐ Inflation ๐Investments๐Taxes ๐ฉโโ๏ธHealth Care๐จ๐ปโ๐ฉ๐ฝโ๐งโ๐ฆ๐ปLegacy
Jump to a segment using the ๐๐ถ๐บ๐ฒ๐๐๐ฎ๐บ๐ฝ๐ ๐ฏ๐ฒ๐น๐ผ๐! ๐
TIMESTAMPS00:00 How to Build a Retirement Plan00:15 A 401K or IRA is not a retirement financial plan.01:15 Income.02:27 Inflation.03:40 Investments.05:00 Taxes.06:45 Healthcare.08:10 Legacy.09:20 Of all the elements, this is the one that can affect all the others.10:10 How to get further help customizing your retirement plan.
Have specific questions for Tom and the team at Mosley Wealth Management? Contact us here ๐ https://mosleywealthmanagement.com/contact/ ===============================================If you enjoy this content, please ๐๐๐๐๐๐๐๐๐! https://www.youtube.com/channel/UCPMvD3G1cZA1Kz4CKnwynhA?sub_confirmation=1=============================================== โญ ๐๐๐๐๐๐๐ ๐๐๐๐ ๐๐ ๐๐ ๐๐๐๐๐๐ ๐๐๐๐๐โญ - Facebook: https://www.facebook.com/mosleyeaseintoretirement- Instagram: https://www.instagram.com/easeintoretirement/- LinkedIn: https://www.linkedin.com/company/mosley-wealth-management
#RetirementPlanning#RetirementEssentials#HowToRetire#RetirementIncome#RetirementPlanning2025#RetirementStrategy#FinancialEducation#FinancialLiteracy#HowToRetireEarly#RetirementPlanningAt50#RetirementPlanningAt60#HowMuchDoINeedToRetire#RetirementPlanningTips#FinancialAdvisor#SocialSecurity
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.
Discover why these 6 essential components are so vital to building your retirement plan:๐ต Income๐ Inflation ๐Investments๐Taxes ๐ฉโโ๏ธHealth Care๐จ๐ปโ๐ฉ๐ฝโ๐งโ๐ฆ๐ปLegacy
Jump to a segment using the ๐๐ถ๐บ๐ฒ๐๐๐ฎ๐บ๐ฝ๐ ๐ฏ๐ฒ๐น๐ผ๐! ๐
TIMESTAMPS00:00 How to Build a Retirement Plan00:15 A 401K or IRA is not a retirement financial plan.01:15 Income.02:27 Inflation.03:40 Investments.05:00 Taxes.06:45 Healthcare.08:10 Legacy.09:20 Of all the elements, this is the one that can affect all the others.10:10 How to get further help customizing your retirement plan.
Have specific questions for Tom and the team at Mosley Wealth Management? Contact us here ๐ https://mosleywealthmanagement.com/contact/ ===============================================If you enjoy this content, please ๐๐๐๐๐๐๐๐๐! https://www.youtube.com/channel/UCPMvD3G1cZA1Kz4CKnwynhA?sub_confirmation=1=============================================== โญ ๐๐๐๐๐๐๐ ๐๐๐๐ ๐๐ ๐๐ ๐๐๐๐๐๐ ๐๐๐๐๐โญ - Facebook: https://www.facebook.com/mosleyeaseintoretirement- Instagram: https://www.instagram.com/easeintoretirement/- LinkedIn: https://www.linkedin.com/company/mosley-wealth-management
#RetirementPlanning#RetirementEssentials#HowToRetire#RetirementIncome#RetirementPlanning2025#RetirementStrategy#FinancialEducation#FinancialLiteracy#HowToRetireEarly#RetirementPlanningAt50#RetirementPlanningAt60#HowMuchDoINeedToRetire#RetirementPlanningTips#FinancialAdvisor#SocialSecurity
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.
Commentsย
In Channel





