Episode 93: Retiring in 5 Years? Do These 5 Things NOW!

If you’re reading this, chances are you’re contemplating retiring in 5 years! Whether you’re planning on retiring early in your 50’s, or you want to hold off until your 60’s & 70’s, there are several crucial steps you must take NOW so you’re prepared to make the move and shape your retirement experience into the one you dream of. Today, Tom covers the 5 most crucial steps you need to take now and addresses why they’re so important when it comes to maximizing your retirement dreams.   Jump to a segment using the 𝘁𝗶𝗺𝗲𝘀𝘁𝗮𝗺𝗽𝘀 𝗯𝗲𝗹𝗼𝘄! 👇   TIMESTAMPS 00:00 Intro 00:40 #1 Identify your income. 02:04 #2 Diminish your debt. 03:00 #3 Reduce your risk. 04:00 #4 Tackle your taxes. 05:04 Recap on the top 4 things to do before retiring. 05:58 #5 Polish your plan & what it needs to include. 07:05 Recap on the “to-do list” and outro. 08:08 End    Have specific questions for Tom and the team at Mosley Wealth Management? Book a complimentary visit here 👇 https://mosleywealthmanagement.com/contact/ OR Schedule a 15-min phone call with a member of our team here: https://calendly.com/easeintoretirement/complimentary-15-min-phone-call-with-tom-mosley   ================================================= If you enjoy this content, please 𝐒𝐔𝐁𝐒𝐂𝐑𝐈𝐁𝐄, 𝐥𝐢𝐤𝐞, 𝐨𝐫 𝐬𝐡𝐚𝐫𝐞! =================================================  ⭐ 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   #inflation #retirementincome #retirementplanning #stockmarket #investing #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 go to: www.mosleywealthmanagement.com