Episode 90: "Retirement Lessons from The Beatles!"

What do The Beatles and retirement planning have in common? A lot more than you think! In today’s episode retirement specialist Tom Mosley and host Marc Killian spin timeless song titles into powerful lessons for your financial future.

From All You Need Is Love (why support matters when fear takes over), to Let It Be (handling volatility without making rash moves), to Yesterday (preparing for life’s unexpected curveballs)—the Fab Four’s music sets the stage for insights every retiree needs to hear.

But that’s not all. Tom also exposes the hidden flaws of 401(k)s—like high fees & limited investment choices, and tackle retirement moves that are much harder than they look: Social Security timing, portfolio diversification, Roth conversions, and more.

If you love The Beatles, or just want a fresh take on how to secure your retirement, this episode hits all the right notes

Chapters
00:00 Get to know us!
03:40 All You Need is Love
07:40 Let it Be
12:24 Get Back
18:50 Yesterday
24:24 401K Imperfections 
34:34 Retirement moves that are harder than they look
46:30 What’s a Retirement Blueprint?
#Beatles #RetirementPlanning #NearRetirement #401K #Diversification
Ready to plan your retirement? Do you have specific questions for Tom and the team at Mosley Wealth Management? Contact us here   https://mosleywealthmanagement.com/contact/ 
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DISCLOSURE: Investment advisory services offered by duly registered individuals through Mosley Wealth Management, Inc. (“MWM”). 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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