Episode 34: "Risks You'll Face in Retirement - Part 2 of a 4 Part Series"

Risk /risk/ (noun): A situation involving exposure to danger. (verb): To expose someone or something valued to danger, harm, or loss.
Facing retirement can be intimidating, with a host of risks and uncertainties that can make the future seem uncertain. However, it doesn’t have to be this way. In our special 4-part series, financial experts Tom Mosley and Kristin Oakley examine the key risks that individuals encounter as they prepare for retirement. In this second installment, we focus on three crucial risks: market volatility, sequence of returns, and interest rates. Tom and Kristin will not only highlight these risks but also offer practical steps and strategies to help you manage them, lessen your anxiety, and enhance your retirement plans. Join us for this insightful discussion, and don't forget to tune in next week for Part 3!
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TIMESTAMPS 00:00 Risks You’ll Face in Retirement (Part 2 of 4) 07:08 The Risk of Market Volatility 21:07 The Risk of Sequence of Returns 34:46 The Risk of Interest Rates 38:19 Listener Questions “Can I roll money over to a Roth after I take my RMD?” 44:02 Listener Questions “Do I have to wait until my 73rd birthday to take my RMD, or can I take it within the year that I turn 73?”
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Learn the key components you need to include in your retirement plan, Check this video out: https://youtu.be/QkJzvbZ_gDs
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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 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.


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