𝗛𝗼𝘄 𝘁𝗼 𝗖𝗿𝗲𝗮𝘁𝗲 𝗮 𝗥𝗲𝘁𝗶𝗿𝗲𝗺𝗲𝗻𝘁 𝗣𝗹𝗮𝗻! (Ease into Retirement EP 134)

𝗜𝗳 𝘆𝗼𝘂 𝘄𝗮𝗻𝘁 𝘁𝗼 𝗸𝗻𝗼𝘄 𝘄𝗵𝗮𝘁 𝗻𝗲𝗲𝗱𝘀 𝘁𝗼 𝗯𝗲 𝗶𝗻 𝗮 𝗿𝗲𝘁𝗶𝗿𝗲𝗺𝗲𝗻𝘁 𝗽𝗹𝗮𝗻, 𝘁𝗵𝗶𝘀 𝘃𝗶𝗱𝗲𝗼 𝗶𝘀 𝗳𝗼𝗿 𝘆𝗼𝘂! Today, Tom explains how to build a retirement plan by outlining the the key elements you must include in creating a comprehensive strategy for your golden years. You'll learn the difference between retirement investments and a retirement plan, and then be guided into the 6 essential components that must be addressed and included to create a retirement plan that is truly comprehensive and holistic. Let’s face it, if you want to live your best retirement life free from financial stress, you must have a well-thought-out blueprint to build the fulfilling retirement of your dreams. Whether you’re just starting to think about retirement or are nearing that exciting milestone, this video is a great primer for anyone seeking to create a secure and enjoyable future after their working years.

Discover why these 6 essential components are so vital to building your retirement plan:
💵 Income
📈 Inflation
📊Investments
😒Taxes
👩‍⚕️Health Care
👨🏻‍👩🏽‍👧‍👦🏻Legacy

Jump to a segment using the 𝘁𝗶𝗺𝗲𝘀𝘁𝗮𝗺𝗽𝘀 𝗯𝗲𝗹𝗼𝘄! 👇

TIMESTAMPS
00:00 How to Build a Retirement Plan
00:15 A 401K or IRA is not a retirement financial plan.
01:15 Building a plan: Income.
02:27 Building a plan: Address Inflation.
03:40 Building a plan: Investments.
05:00 Building a plan: Taxes.
06:45 Building a plan: Healthcare.
08:10 Building a plan: Legacy.
09:20 Of all the elements, this is the one that can affect all the others.
10:10 How to get further help customizing your retirement plan.

Have specific questions for Tom and the team at Mosley Wealth Management? Contact us here 👇
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⭐ 𝐂𝐎𝐍𝐍𝐄𝐂𝐓 𝐖𝐈𝐓𝐇 𝐔𝐒 𝐎𝐍 𝐒𝐎𝐂𝐈𝐀𝐋 𝐌𝐄𝐃𝐈𝐀⭐

#retirement
#retirementplanning
#retirementplanningmadeeasy
#howtoretireearly
#howtoretire

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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.