Episode 1: "The 6 Essential Components You Need to Include in a Retirement Strategy"

One financial decision will affect all the others. In retirement, you must look at a plan comprehensively & holistically.  In today’s show, Tom explains the difference between retirement investments and a retirement strategy. He discusses the 6 essential components you need to address and include in your plans to develop a true retirement strategy.   Jump to a segment using the 𝘁𝗶𝗺𝗲𝘀𝘁𝗮𝗺𝗽𝘀 𝗯𝗲𝗹𝗼𝘄! 👇 TIMESTAMPS 00:00 6 essential components to include in a retirement strategy 05:15 Why you need to have a written retirement plan. 06:20 How your lump sum and income play a role in retirement. 07:00 In retirement your income is more important than your lump sum. 13:00 Investments are your “lumberyard” & necessary to help build your retirement. 18:30 As you enter retirement you go from wealth accumulation to wealth preservation. 18:50 1st component is having income: Guaranteed, increasing, and last as long as you and/or spouse. Income is the foundation to a written retirement plan. 25:50 The 2nd component is addressing inflation. 29:50 The 3rd component is investments. You must manage your risk. 37:30 The 4th component is TAXES. 46:20 The 5th component is Health Care. 48:00 The 6th component is Legacy.
Have specific questions for Tom and the team at Mosley Wealth Management? Book a complimentary visit here 👇 https://mosleywealthmanagement.com/contact/ =========================================== 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, visit: www.mosleywealthmanagement.com