Episode 35: "Risks You'll Face in Retirement - Part 3 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 third installment, we focus on two crucial risks: Taxation (including those that you face with out of state moves, income, property, and RMD’s). They also cover Tax Loss Harvesting and complete the week’s show addressing the risks that come with Pensions. 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 4!
Jump to a segment using the 𝘁𝗶𝗺𝗲𝘀𝘁𝗮𝗺𝗽𝘀 𝗯𝗲𝗹𝗼𝘄! 👇 TIMESTAMPS 00:00 Risks You’ll Face in Retirement (Part 3 of 4) 03:11 The Risk of Taxation 05:07 Out of State Taxes 14:42 Understanding RMDs & Taxes 25:24 Tax Loss Harvesting 34:05 The Risk of Pensions 43:09 How to Ease into Retirement – what that means
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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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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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