DiscoverEASE Into RetirementEpisode 160: "What's in a Retirement Plan? | Address These to Retire Successfully"
Episode 160: "What's in a Retirement Plan? | Address These to Retire Successfully"

Episode 160: "What's in a Retirement Plan? | Address These to Retire Successfully"

Update: 2025-06-18
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๐—ฅ๐—ฒ๐˜๐—ถ๐—ฟ๐—ฒ๐—บ๐—ฒ๐—ป๐˜ ๐—ฒ๐˜…๐—ฝ๐—ฒ๐—ฟ๐˜ ๐—ง๐—ผ๐—บ ๐— ๐—ผ๐˜€๐—น๐—ฒ๐˜† ๐—ฒ๐˜…๐—ฝ๐—น๐—ฎ๐—ถ๐—ป๐˜€ ๐˜๐—ต๐—ฒ ๐Ÿฒ ๐—ฎ๐—ฟ๐—ฒ๐—ฎ๐˜€ ๐˜๐—ต๐—ฎ๐˜ ๐—บ๐—ฎ๐—ธ๐—ฒ ๐˜‚๐—ฝ ๐—ฎ ๐—ฐ๐—ผ๐—บ๐—ฝ๐—ฟ๐—ฒ๐—ต๐—ฒ๐—ป๐˜€๐—ถ๐˜ƒ๐—ฒ, ๐—ต๐—ผ๐—น๐—ถ๐˜€๐˜๐—ถ๐—ฐ ๐—ฟ๐—ฒ๐˜๐—ถ๐—ฟ๐—ฒ๐—บ๐—ฒ๐—ป๐˜ ๐—ฝ๐—น๐—ฎ๐—ป & ๐˜„๐—ต๐˜† ๐˜†๐—ผ๐˜‚ ๐—บ๐˜‚๐˜€๐˜ ๐—ถ๐—ป๐—ฐ๐—น๐˜‚๐—ฑ๐—ฒ ๐—ฒ๐—ฎ๐—ฐ๐—ต ๐—ผ๐—ณ ๐˜๐—ต๐—ฒ๐—บ.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 youโ€™re 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:๐Ÿ’ต Income๐Ÿ“ˆ Inflation ๐Ÿ“ŠInvestments๐Ÿ˜’Taxes ๐Ÿ‘ฉโ€โš•๏ธHealth Care๐Ÿ‘จ๐Ÿปโ€๐Ÿ‘ฉ๐Ÿฝโ€๐Ÿ‘งโ€๐Ÿ‘ฆ๐ŸปLegacy
Jump to a segment using the ๐˜๐—ถ๐—บ๐—ฒ๐˜€๐˜๐—ฎ๐—บ๐—ฝ๐˜€ ๐—ฏ๐—ฒ๐—น๐—ผ๐˜„! ๐Ÿ‘‡
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 ๐Ÿ‘‡ https://mosleywealthmanagement.com/contact/ ===============================================If you enjoy this content, please ๐’๐”๐๐’๐‚๐‘๐ˆ๐๐„! https://www.youtube.com/channel/UCPMvD3G1cZA1Kz4CKnwynhA?sub_confirmation=1=============================================== โญ ๐‚๐Ž๐๐๐„๐‚๐“ ๐–๐ˆ๐“๐‡ ๐”๐’ ๐Ž๐ ๐’๐Ž๐‚๐ˆ๐€๐‹ ๐Œ๐„๐ƒ๐ˆ๐€โญ - 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. (โ€œMWMโ€). 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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Episode 160: "What's in a Retirement Plan? | Address These to Retire Successfully"

Episode 160: "What's in a Retirement Plan? | Address These to Retire Successfully"

Tom Mosley