EPISODE · Jul 24, 2024 · 8 MIN
Episode 113: "How to Make Your Money Last in Retirement - Part 3"
from EASE Into Retirement · host Tom Mosley
The fear of running out of money in retirement is the #1 concern for those 50 and older. With rising inflation, increasing taxes, and skyrocketing healthcare costs, it's no surprise that the future feels uncertain. But it doesn't have to be. 𝗜𝗻 𝘁𝗵𝗲 𝗳𝗶𝗻𝗮𝗹 𝘃𝗶𝗱𝗲𝗼 𝗼𝗳 𝗼𝘂𝗿 𝘀𝗲𝗿𝗶𝗲𝘀 (𝗽𝗮𝗿𝘁 𝟯), 𝗿𝗲𝘁𝗶𝗿𝗲𝗺𝗲𝗻𝘁 𝗲𝘅𝗽𝗲𝗿𝘁 𝗧𝗼𝗺 𝗠𝗼𝘀𝗹𝗲𝘆 𝗿𝗲𝘃𝗲𝗮𝗹𝘀 𝘁𝗵𝗲 𝗹𝗮𝘀𝘁 𝟯 𝗰𝗿𝗶𝘁𝗶𝗰𝗮𝗹 𝗶𝘁𝗲𝗺𝘀 𝘆𝗼𝘂 𝗻𝗲𝗲𝗱 𝘁𝗼 𝗯𝗲 𝗮𝘄𝗮𝗿𝗲 𝗼𝗳 𝗮𝘀 𝘆𝗼𝘂 𝗵𝗲𝗮𝗱 𝗶𝗻𝘁𝗼 𝗿𝗲𝘁𝗶𝗿𝗲𝗺𝗲𝗻𝘁. He provides simple steps to safeguard your retirement savings and ensure your money lasts as long as you do. These quick, practical, and actionable tips will help you navigate the complexities of retirement planning with confidence. ✨ What You’ll Learn in This Video: · How "little things" can impact on your retirement · The importance of a balanced portfolio · Why a solid healthcare & long-term care plan is essential Watch Part 3 of our series and equip yourself with the knowledge and tools to build a robust and resilient retirement plan. Subscribe and hit the notification bell so you don't miss future episodes. If you missed Part 1 & Part 2, click here: https://youtu.be/yRNlq9JjvKo Jump to a segment using the timestamps below! 👇 TIMESTAMPS 00:00 Making Your Money Last in Retirement 00:21 Tip #1 Watch the Little Things 02:25 Tip #2 Have a Balanced Portfolio 03:54 Tip #3 Have a Healthcare/Long Term Care Plan 06:43 Recap & How to Secure Additional Information Have specific questions for Tom and the team at Mosley Wealth Management? Contact us here 👇 https://mosleywealthmanagement.com/contact/ =========================================== If you enjoy this content, please 𝐒𝐔𝐁𝐒𝐂𝐑𝐈𝐁𝐄! https://www.youtube.com/channel/UCPMvD3G1cZA1Kz4CKnwynhA?sub_confirmation=1 =========================================== ⭐ 𝐂𝐎𝐍𝐍𝐄𝐂𝐓 𝐖𝐈𝐓𝐇 𝐔𝐒 𝐎𝐍 𝐒𝐎𝐂𝐈𝐀𝐋 𝐌𝐄𝐃𝐈𝐀⭐ - Facebook: https://www.facebook.com/mosleyeaseintoretirement - Instagram: https://www.instagram.com/easeintoretirement/ - LinkedIn: https://www.linkedin.com/company/mosley-wealth-management Learn the key components you need to include in your retirement plan. Check this video out: https://youtu.be/QkJzvbZ_gDs #SavingMoneyinRetirement #HowToMakeRetirementMoneyLast #RetirementIncome #RetirementPlanning #RetirementStrategy #FinancialEducation #FinancialLiteracy #HowToRetireEarly #RetirementPlanningAt50 #RetirementPlanningAt60 #HowMuchDoINeedToRetire #HowToRetireEarly #RetirementPlanningTips #FinancialAdvisor #SocialSecurity DISCLOSURE: 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.For more information go to: www.mosleywealthmanagement.com
What this episode covers
The fear of running out of money in retirement is the #1 concern for those 50 and older. With rising inflation, increasing taxes, and skyrocketing healthcare costs, it's no surprise that the future feels uncertain. But it doesn't have to be. 𝗜𝗻 𝘁𝗵𝗲 𝗳𝗶𝗻𝗮𝗹 𝘃𝗶𝗱𝗲𝗼 𝗼𝗳 𝗼𝘂𝗿 𝘀𝗲𝗿𝗶𝗲𝘀 (𝗽𝗮𝗿𝘁 𝟯), 𝗿𝗲𝘁𝗶𝗿𝗲𝗺𝗲𝗻𝘁 𝗲𝘅𝗽𝗲𝗿𝘁 𝗧𝗼𝗺 𝗠𝗼𝘀𝗹𝗲𝘆 𝗿𝗲𝘃𝗲𝗮𝗹𝘀 𝘁𝗵𝗲 𝗹𝗮𝘀𝘁 𝟯 𝗰𝗿𝗶𝘁𝗶𝗰𝗮𝗹 𝗶𝘁𝗲𝗺𝘀 𝘆𝗼𝘂 𝗻𝗲𝗲𝗱 𝘁𝗼 𝗯𝗲 𝗮𝘄𝗮𝗿𝗲 𝗼𝗳 𝗮𝘀 𝘆𝗼𝘂 𝗵𝗲𝗮𝗱 𝗶𝗻𝘁𝗼 𝗿𝗲𝘁𝗶𝗿𝗲𝗺𝗲𝗻𝘁. He provides simple steps to safeguard your retirement savings and ensure your money lasts as long as you do. These quick, practical, and actionable tips will help you navigate the complexities of retirement planning with confidence. ✨ What You’ll Learn in This Video: · How "little things" can impact on your retirement · The importance of a balanced portfolio · Why a solid healthcare & long-term care plan is essential Watch Part 3 of our series and equip yourself with the knowledge and tools to build a robust and resilient retirement plan. Subscribe and hit the notification bell so you don't miss future episodes. If you missed Part 1 & Part 2, click here: https://youtu.be/yRNlq9JjvKo Jump to a segment using the timestamps below! 👇 TIMESTAMPS 00:00 Making Your Money Last in Retirement 00:21 Tip #1 Watch the Little Things 02:25 Tip #2 Have a Balanced Portfolio 03:54 Tip #3 Have a Healthcare/Long Term Care Plan 06:43 Recap & How to Secure Additional Information Have specific questions for Tom and the team at Mosley Wealth Management? Contact us here 👇 https://mosleywealthmanagement.com/contact/ =========================================== If you enjoy this content, please 𝐒𝐔𝐁𝐒𝐂𝐑𝐈𝐁𝐄! https://www.youtube.com/channel/UCPMvD3G1cZA1Kz4CKnwynhA?sub_confirmation=1 =========================================== ⭐ 𝐂𝐎𝐍𝐍𝐄𝐂𝐓 𝐖𝐈𝐓𝐇 𝐔𝐒 𝐎𝐍 𝐒𝐎𝐂𝐈𝐀𝐋 𝐌𝐄𝐃𝐈𝐀⭐ - Facebook: https://www.facebook.com/mosleyeaseintoretirement - Instagram: https://www.instagram.com/easeintoretirement/ - LinkedIn: https://www.linkedin.com/company/mosley-wealth-management Learn the key components you need to include in your retirement plan. Check this video out: https://youtu.be/QkJzvbZ_gDs #SavingMoneyinRetirement #HowToMakeRetirementMoneyLast #RetirementIncome #RetirementPlanning #RetirementStrategy #FinancialEducation #FinancialLiteracy #HowToRetireEarly #RetirementPlanningAt50 #RetirementPlanningAt60 #HowMuchDoINeedToRetire #HowToRetireEarly #RetirementPlanningTips #FinancialAdvisor #SocialSecurity DISCLOSURE: 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...
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Episode 113: "How to Make Your Money Last in Retirement - Part 3"
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