Life doesnโt always go according to planโso your retirement strategy shouldnโt depend on perfection. ๐๐ป ๐๐ต๐ถ๐ ๐ฒ๐ฝ๐ถ๐๐ผ๐ฑ๐ฒ, ๐๐ฒ ๐ฒ๐
๐ฝ๐น๐ผ๐ฟ๐ฒ ๐ต๐ผ๐ ๐๐ผ ๐ฏ๐๐ถ๐น๐ฑ ๐ฎ ๐ฟ๐ฒ๐๐ถ๐ฟ๐ฒ๐บ๐ฒ๐ป๐ ๐ฝ๐น๐ฎ๐ป ๐๐ต๐ฎ๐ ๐๐๐ฎ๐ป๐ฑ๐ ๐๐๐ฟ๐ผ๐ป๐ด ๐ฒ๐๐ฒ๐ป ๐๐ต๐ฒ๐ป ๐น๐ถ๐ณ๐ฒ ๐๐ต๐ฟ๐ผ๐๐ ๐ฎ ๐ฐ๐๐ฟ๐๐ฒ๐ฏ๐ฎ๐น๐น. Whether itโs an unexpected layoff at 61, a health issue, a divorce, or the unique challenges Gen Xers face, weโll walk through key steps you can take today to prepare for uncertainty. From evaluating fixed indexed annuities to choosing the right investment opportunities, this show will provide you some solid ideas to help you stay on trackโno matter what life brings your way.
Chapters
00:00 Building your retirement โ How to plan for what you canโt control
03:40 Steps pre-retirees should take now
09:20 Retiring when and how you want
15:30 GenX retirement challenges
19:50 The part Fixed Indexed Annuities can play in a planย
28:00 The impact of divorce on your retirement
41:30 Listener Questions: 61 & laid off โ Can I retire?
48:00 Listener Questions: Managing retirement with potential health issues?
51:00 Listener Questions: Should I try newer investment opportunities?
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Ready to plan your retirement? Do you have specific questions for Tom and the team at Mosley Wealth Management? Contact us here ย https://mosleywealthmanagement.com/contact/ย
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DISCLOSURE: Investment advisory services offered by duly registered individuals through Mosley Wealth Management, Inc. (โMWMโ). 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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