Episode 135: "10 Things You Have to Know to Retire!"

Is retirement on your mind? If so, you need to check out Tom’s list of the 10 most crucial things you have to know so you can retire! With nearly 30 years in the retirement industry, Tom has gained a deep understanding of what is vital to creating a successful and happy retirement. Having guided retirees through changing Social Security rules, fluctuating tax rates, economic ups and downs, political changes of power, and unexpected events like the pandemic, Tom has curated a list of THE MOST IMPORTANT THINGS you need to know and act on so you can create a retirement that reflects your goals and dreams while also weathering the ups and downs of life. Whether you're close to retiring or just starting to plan, this list will assist you in making the decisions and taking the necessary actions you need to create a solid retirement. Jump to a segment using the 𝘁𝗶𝗺𝗲𝘀𝘁𝗮𝗺𝗽𝘀 𝗯𝗲𝗹𝗼𝘄! 👇 TIMESTAMPS 00:00 10 Things Every Person Should Know About Retirement 00:27 Know What Your Retirement Goals Are 02:00 Know What Social Security is Going to Do for You 02:52 Get All Your Stuff Together 04:15 Create a Budget 05:48 Build a Comprehensive Retirement Plan 07:07 Health Care 08:07 Consider your Risk 09:58 Understand Required Minimum Distributions 11:30 Stay on Top of Taxes 13:03 Estate Planning 15:00 Other Items That are Crucial to Act On 16:46 How to Secure Help 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 #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. (“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