Episode 26: "Key Things to Know in Retirement"

Are you prepared for a financially secure retirement? Join Tom, Kristin, and special guest Travis Hawley, Vice President of Mosley Wealth Management, as they dive deep into the importance of continuously expanding your financial knowledge before and during retirement. In today's enlightening episode, our experts will cover some of the critical topics you need zero in on, like budgeting, managing your income, and maximizing Social Security benefits. Don't miss this opportunity to empower yourself with the knowledge you need for a successful retirement! Tune in to hear practical advice, real-life examples, and expert insights that can make a significant difference in your financial future. Jump to a segment using the 𝘁𝗶𝗺𝗲𝘀𝘁𝗮𝗺𝗽𝘀 𝗯𝗲𝗹𝗼𝘄! 👇 TIMESTAMPS 00:00 Key Things to Know in Retirement 05:25 Get Smart when it comes to your financial decisions. 07:31 Be smart about Social Security 09:30 Educate yourself on inflation and it’s effects on your retirement. 14:30 Success in retirement is not about your lump sum, but your INCOME. 18:10 Retirement Plan Questions: When do you want to retire? 23:20 Anticipate the “big hits” that you may encounter in retirement. 29:49 Why you’d want to draw your Social Security early. 33:56 Why you’d want to delay drawing your Social Security. 40:40 Listener questions: Can I access my wife’s HSA? 43:05 Listener questions: How can I help my Mom begin a retirement account? 46:33 Listener questions: What kind of investments can you do in a ROTH? 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 #RetirementEducation #RetirementIncome #RetirementPlanning #RetirementStrategy #FinancialEducation #FinancialLiteracy #HowToRetireEarly #RetirementPlanningAt50 #RetirementPlanningAt60 #HowMuchDoINeedToRetire #HowToRetireEarly #RetirementPlanningTips #FinancialAdvisor #SocialSecurity
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