Episode 25: "How to Create a Secure & Exciting Retirement"

Creating a secure and exciting retirement requires a variety of steps. In today’s show Tom and Kristin cover the most foundational steps you need to take to create the retirement you want. They address the importance of having a secure retirement and how retirement income, whether it’s a pension, social security, or creating your own “pension” is vital to creating the mental freedom you need to enjoy your retirement years. With over 20 years in the retirement business, Tom also reveals the 8 key “non-financial’ areas to focus on to ensure you live a life of purpose and joy in retirement, and finally, Tom & Kristin discuss some tips on how to get your financials in order to further maximize retirement. Jump to a segment using the 𝘁𝗶𝗺𝗲𝘀𝘁𝗮𝗺𝗽𝘀 𝗯𝗲𝗹𝗼𝘄! 👇 TIMESTAMPS 00:00 How to create a secure and exciting retirement. 01:40 How the transition from Pensions to 401Ks is affecting retirement. 08:15 How creating a retirement plan can create security. 11:20 How you can create your own Pensions. 17:48 The difference between happy retirees and unhappy retirees 19:57 8 Areas you work on to have a more fulfilling retirement. 28:50 How to get your financials in order so you can maximize retirement. 41:24 Listener Questions 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 #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 particular 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