Episode 54: "30 Years Advising – Here are the 10 Things I Want Everyone to Know About Retirement - PART 2 "

After working nearly 30 years in the retirement industry retirement expert Tom Mosley shares his list of the most vital things every person needs to know as they approach retirement. This week, he recaps the first 5 and dives into the second half. From Social Security changes to tax rate fluctuations, the housing bubble, market downturns, and even the pandemic, Tom has helped guide clients through the ups and downs of retirement planning. Tune in as Tom shares his passion and 30 years of knowledge to reveal the crucial things you need to address now so you can create the retirement of your dreams. Jump to a segment using the 𝘁𝗶𝗺𝗲𝘀𝘁𝗮𝗺𝗽𝘀 𝗯𝗲𝗹𝗼𝘄! 👇 TIMESTAMPS 00:00 What Every Person Should Know About Retirement 06:13 The first 5 Things You Should Know – A Recap 14:45 Plan for Health Care Costs 28:20 Diversify and Adjust Investments Based on Risk Tolerance 41:03 Optimize Tax Efficiency 51:10 Understanding Your RMDs
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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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