Episode 7: "Retirement Playbook - Moves to Make When You're 10 Years Out From Retirement"

Retirement is much like the Superbowl. Just like the big game, reaching retirement involves hard work and perseverance, but to secure victory, strategic moves are crucial, especially when you enter the "Red Zone" – those pivotal 5 to 10 years before retirement. In this episode Tom and Kristen unveil the playbook for a winning retirement:   🏈 Financial Red Zone Strategy: Learn the essential plays during the critical 5 to 10 years leading up to retirement. It's the game-changing phase where your financial strategy can make all the difference. 💡 Score Big with Maximized 401K Funding: Discover why funding your 401K to the max is a game-changer. Tom and Kristen break down the playbook for maximizing your financial gains and setting the stage for success. 🔄 Rethinking 401K Assignments: Uncover the importance of rethinking your 401K assignments. 📚 Adding an IRA to Your Playbook: Explore the benefits of incorporating an IRA into your strategy. 🔍 Traditional IRA vs. Roth IRA: Navigate the decision-making process on whether to opt for a Traditional IRA or Roth. 💼 Pensions Game Plan: What to do if you have a pension? Tune in to this special broadcast and equip yourself with the winning strategies needed to emerge victorious in your retirement. Don't miss the chance to score big in the Financial Super Bowl of life! Jump to a segment using the 𝘁𝗶𝗺𝗲𝘀𝘁𝗮𝗺𝗽𝘀 𝗯𝗲𝗹𝗼𝘄! 👇  TIMESTAMPS 00:00 Retirement Playbook 01:15 Financial Red Zone Strategy 04:00 Move #1 – Maximize Your 401K 09:10 Move #2 – Tactical 401K Rethink 17:25 Move #3 – IRA Power Play 23:15 Move #4 – Traditional IRA vs. ROTH IRA 35:23 Move #5 – The Pension Game Plan 43:00 Move #6 – Social Security Mastery Have specific questions for Tom and the team at Mosley Wealth Management? Book a complimentary visit here https://mosleywealthmanagement.com/contact/ =========================================== Like this content? Please 𝐒𝐔𝐁𝐒𝐂𝐑𝐈𝐁𝐄, 𝐥𝐢𝐤𝐞, 𝐨𝐫 𝐬𝐡𝐚𝐫𝐞! =========================================== ⭐ 𝐂𝐎𝐍𝐍𝐄𝐂𝐓 𝐖𝐈𝐓𝐇 𝐔𝐒 𝐎𝐍 𝐒𝐎𝐂𝐈𝐀𝐋 𝐌𝐄𝐃𝐈𝐀⭐ - Facebook: https://www.facebook.com/mosleyeaseintoretirement - Instagram: https://www.instagram.com/easeintoretirement/ - LinkedIn: https://www.linkedin.com/company/mosley-wealth-management #inflation #retirementincome #retirementplanning #stockmarket #investing #financialadvisor #SocialSecurity DISCLOSURE: Investment advisory services offered by duly registered individuals through Mosley Wealth Management, Inc. (“MWM”). MWM and Mosley nsurance 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 particular 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...