Episode 120: "Final Four Your Finances: Setting Retirement Goals That Win"

March Madness isn't just for basketball fans - your retirement plan needs a winning strategy too! This episode walks you through how to set specific, realistic financial goals, why a Cinderella story approach could change your retirement outlook, and how to avoid the risky picks that bust your budget. We also answer a listener question about navigating money and fairness with your kids in retirement. Tune in and start building your championship financial game plan.Chapters00:00 IntroOde to the Oscars03:23 Lead actor of finance 05:28 Best supporting role in finance11:10 Best original score in financeMarch Madness in Retirement Planning15:44 Get started19:00 A Cinderella story22:10 Being a “homer”26:10 Risky picksSetting Financial Goals29:00 Peace of Mind32:50 Setting specific goals for yourself36:20 Unrealistic goals38:25 How to create a winning strategy & realistic goalsListener Questions41:15 How to loan money to one kid but keep it fair while in retirement.Ready to plan your retirement? Do you 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                                                                                                                                                                            #RetirementPlanning #RetirementRisks #RetirementBlueprint #MarketRisk #TaxPlanning #Social Security #Retirement #RetirementReady #FinanicalAdvisors #RetirementSavings #Retirement #HowtoPrepareforRetirement #RetirementTips #RetirementStrategyDISCLOSURE: 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, visit: www.mosleywealthmanagement.com