Episode 55: "30 Years Advising – Here are the 10 Things I Want Everyone to Know About Retirement - PART 3 "

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, in part 3 of a 3-part series, Tom recaps the first 8 items and dives into the final two: Estate Planning & Taxes. 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 02:38 The first 8 Things You Should Know – A Recap 08:55 Make Sure Your Estate Plan is Together 22:00 Optimizing Your Tax Accounts 28:00 easemytaxbill.com 35:00 Retirement is About Income Not Lump Sum 40:35 How to Fill the Income Gap 46:05 Homeownership Vs. Renting 51:39 How to Get Help

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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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