Episode 79: " Near Retirement? 5 Smart Moves to Protect Your Money in a Down Market"

𝗪𝗼𝗿𝗿𝗶𝗲𝗱 𝗮𝗯𝗼𝘂𝘁 𝗿𝗲𝘁𝗶𝗿𝗶𝗻𝗴 𝗱𝘂𝗿𝗶𝗻𝗴 𝗮 𝗱𝗼𝘄𝗻 𝗺𝗮𝗿𝗸𝗲𝘁?Market volatility can feel like a gut punch when you’re close to retirement. In this episode, we’re sharing 5 practical things you can do right now to protect your retirement savings and regain control of your plan—even when the market is tumbling.We cover how to adjust your retirement strategy, delay withdrawals, diversify income, and use powerful tools like Roth conversions to your advantage. If you're within 5–10 years of retiring, this is a must-watch!✅ Don’t panic—get a plan.Like this video, subscribe for weekly retirement tips, and drop a comment with your biggest concern about retiring in a volatile market.Chapters00:00 – 5 Things to Do Now if You’re Near Retirement & the Market is Tanking06:07 – Revisit Your Financial Plan (Make sure you have one!)08:28 – What Goes Into a Comprehensive & Holistic Retirement Plan15:15 – How to Revisit Your Financial Plan27:51 – Delay Withdrawals33:00 – Consider Roth Conversions40:18 – Diversify Your Income Sources46:00 – Review Your Spending Plan48:25 – How a Financial Planner Can HelpSubscribe for more retirement strategies#RetirementPlanning #MarketVolatility #NearRetirementReady 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-managementLearn the key components you need to include in your retirement plan:Check this video out: https://youtu.be/QkJzvbZ_gDs#RetirementPlanning #RetirementRisks #FinancialSecurity #RetirementBlueprint #LongevityRisk #MarketRisk #TaxPlanning #LongTermCare #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