Episode 45: "The Biggest Regrets of Retires - Part Two"

In the second half of our two-part series, we dive even deeper into The Biggest Regrets of Retirees! Are you unknowingly setting yourself up for retirement disappointment? Don’t miss out as retirement experts Tom Mosley and Kristin Oakley reveal some of the most common regrets that retirees face, including: •Taking Social Security too early •Ignoring inflation •Overlooking tax implications •Failing to start a Roth account sooner •Lacking a clear retirement lifestyle plan •Neglecting relationships and experiences •Skipping estate planning But it’s not just about what went wrong—Tom and Kristin offer smart solutions you can take right now to avoid these pitfalls and build a retirement that works for you. This is your chance to secure a more comfortable and stress-free future. Tune in for practical advice and expert insights that will help you take charge of your retirement before it’s too late! Jump to a segment using the 𝘁𝗶𝗺𝗲𝘀𝘁𝗮𝗺𝗽𝘀 𝗯𝗲𝗹𝗼𝘄! 👇 TIMESTAMPS 00:00 Biggest Regrets of Retirees – Part Two 00:00 Summary of Part One Regrets of Retirees 07:40 Regret: Taking Social Security Too Early 14:15 Ignoring Inflation & Cost of Living Increases 21:15 Failing to Consider Tax Implications 28:20 Failing to Start a Roth Account Earlier 35:40 Not Having a Clear Retirement Lifestyle Plan 40:50 Quick Summary 44:50 Not Prioritizing Relationships & Experiences 50:10 Neglecting Estate Planning
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#Retirement Regrets #RetirementIncome #RetirementPlanning #RetirementStrategy #FinancialEducation #FinancialLiteracy #HowToRetireEarly #RetirementPlanningAt50 #RetirementPlanningAt60 #HowMuchDoINeedToRetire #HowToRetireEarly #RetirementPlanningTips #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 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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