EPISODE · Sep 4, 2024 · 18 MIN
Episode 119: "10 Things To Do To Prepare for Retirement During Uncertainty"
from EASE Into Retirement · host Tom Mosley
In today's unpredictable world, it's more important than ever to be prepared for retirement, especially with the current uncertainties weighing heavily on many minds. In this video, retirement expert Tom Mosley unpacks ten crucial steps that you can take to help safeguard your financial future. Tom discusses the importance of a diversified portfolio, strategies to manage debt, and why having an emergency fund is non-negotiable. He also dives into overlooked areas like healthcare costs and social security optimization, while also addressing the need to be aware of market volatility. Whether you're already retired or just approaching retirement, this video provides practical insights to help you navigate these uncertain times and create a retirement plan that brings peace of mind. Jump to a segment using the 𝘁𝗶𝗺𝗲𝘀𝘁𝗮𝗺𝗽𝘀 𝗯𝗲𝗹𝗼𝘄! 👇 TIMESTAMPS 00:00 10 Things to Do to Prepare for Retirement During Uncertainty 00:27 Have a well-diversified portfolio 03:28 Create an emergency fund 04:58 Get rid of debt 06:16 Maximize your retirement contributions 07:32 Create a retirement budget 08:39 Review your portfolio 10:58 Determine healthcare costs 12:31 Get a job 14:04 Optimize your social security 15:10 Beware of market volatility 16:21 Creating a retirement plan can help you through uncertainty 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 #PlanningforRetirement #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
In today's unpredictable world, it's more important than ever to be prepared for retirement, especially with the current uncertainties weighing heavily on many minds. In this video, retirement expert Tom Mosley unpacks ten crucial steps that you can take to help safeguard your financial future. Tom discusses the importance of a diversified portfolio, strategies to manage debt, and why having an emergency fund is non-negotiable. He also dives into overlooked areas like healthcare costs and social security optimization, while also addressing the need to be aware of market volatility. Whether you're already retired or just approaching retirement, this video provides practical insights to help you navigate these uncertain times and create a retirement plan that brings peace of mind. Jump to a segment using the 𝘁𝗶𝗺𝗲𝘀𝘁𝗮𝗺𝗽𝘀 𝗯𝗲𝗹𝗼𝘄! 👇 TIMESTAMPS 00:00 10 Things to Do to Prepare for Retirement During Uncertainty 00:27 Have a well-diversified portfolio 03:28 Create an emergency fund 04:58 Get rid of debt 06:16 Maximize your retirement contributions 07:32 Create a retirement budget 08:39 Review your portfolio 10:58 Determine healthcare costs 12:31 Get a job 14:04 Optimize your social security 15:10 Beware of market volatility 16:21 Creating a retirement plan can help you through uncertainty 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 #PlanningforRetirement #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...
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Episode 119: "10 Things To Do To Prepare for Retirement During Uncertainty"
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