Episode 47: "Retirement Financial Check list: Are You Ready?"

As were entering that last part of the year, it's the perfect time to do a financial check-up and make sure you're on track to meet your retirement goals. In today's video, Tom & Kristin walk you through a Financial Check-Up List with eight key steps you can take right now to set yourself up for success before the year ends. They cover everything from maximizing your retirement contributions and adjusting your tax withholding to rebalancing your investment portfolio, making charitable contributions, planning for health-related expenses, and reviewing your insurance coverage. So, stick around—this is going to be packed with actionable tips you won't want to miss!
Jump to a segment using the 𝘁𝗶𝗺𝗲𝘀𝘁𝗮𝗺𝗽𝘀 𝗯𝗲𝗹𝗼𝘄! 👇 TIMESTAMPS 00:00 Retirement Checklist 04:20 Income & Expense Review 15:08 Review & Maximize Retirement Contributions 21:52 Assess Investment Portfolio 27:55 Tax Loss Harvesting 31:56 Tax Planning 37:29 Retirement Strategy/Blueprint 40:22 Evaluate Year-End Charitable Contributions 43:20 Plan for Health-Related Expenses 47:20 Review Insurance Coverage 50:32 Estate Planning
Have specific questions for Tom and the team at Mosley Wealth Management? Contact us here 👇 https://mosleywealthmanagement.com/contact/
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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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