The fear of running out of money in retirement is the #1 concern for those 50 and older. With rising inflation, increasing taxes, and skyrocketing healthcare costs, it's no surprise that the future feels uncertain. But it doesn't have to be. 𝗜𝗻 𝘁𝗵𝗲 𝗳𝗶𝗻𝗮𝗹 𝘃𝗶𝗱𝗲𝗼 𝗼𝗳 𝗼𝘂𝗿 𝘀𝗲𝗿𝗶𝗲𝘀 (𝗽𝗮𝗿𝘁 𝟯), 𝗿𝗲𝘁𝗶𝗿𝗲𝗺𝗲𝗻𝘁 𝗲𝘅𝗽𝗲𝗿𝘁 𝗧𝗼𝗺 𝗠𝗼𝘀𝗹𝗲𝘆 𝗿𝗲𝘃𝗲𝗮𝗹𝘀 𝘁𝗵𝗲 𝗹𝗮𝘀𝘁 𝟯 𝗰𝗿𝗶𝘁𝗶𝗰𝗮𝗹 𝗶𝘁𝗲𝗺𝘀 𝘆𝗼𝘂 𝗻𝗲𝗲𝗱 𝘁𝗼 𝗯𝗲 𝗮𝘄𝗮𝗿𝗲 𝗼𝗳 𝗮𝘀 𝘆𝗼𝘂 𝗵𝗲𝗮𝗱 𝗶𝗻𝘁𝗼 𝗿𝗲𝘁𝗶𝗿𝗲𝗺𝗲𝗻𝘁. He provides simple steps to safeguard your retirement savings and ensure your money lasts as long as you do. These quick, practical, and actionable tips will help you navigate the complexities of retirement planning with confidence. ✨ What You’ll Learn in This Video: · How "little things" can impact on your retirement · The importance of a balanced portfolio · Why a solid healthcare & long-term care plan is essential Watch Part 3 of our series and equip yourself with the knowledge and tools to build a robust and resilient retirement plan.   Subscribe and hit the notification bell so you don't miss future episodes. If you missed Part 1 & Part 2, click here: https://youtu.be/yRNlq9JjvKo   Jump to a segment using the timestamps below! 👇 TIMESTAMPS 00:00 Making Your Money Last in Retirement 00:21 Tip #1 Watch the Little Things 02:25 Tip #2 Have a Balanced Portfolio 03:54 Tip #3 Have a Healthcare/Long Term Care Plan 06:43 Recap & How to Secure Additional Information Have specific questions for Tom and the team at Mosley Wealth Management? Contact us here 👇 https://mosleywealthmanagement.com/contact/  =========================================== If you enjoy this content, please 𝐒𝐔𝐁𝐒𝐂𝐑𝐈𝐁𝐄! https://www.youtube.com/channel/UCPMvD3G1cZA1Kz4CKnwynhA?sub_confirmation=1 ===========================================  ⭐ 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  Learn the key components you need to include in your retirement plan. Check this video out: https://youtu.be/QkJzvbZ_gDs #SavingMoneyinRetirement #HowToMakeRetirementMoneyLast #RetirementIncome #RetirementPlanning #RetirementStrategy #FinancialEducation #FinancialLiteracy #HowToRetireEarly #RetirementPlanningAt50 #RetirementPlanningAt60 #HowMuchDoINeedToRetire #HowToRetireEarly #RetirementPlanningTips #FinancialAdvisor #SocialSecurity 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.

Fear of running out of money in retirement is the #1 concern for those 50 and older. And it’s no wonder – with rising inflation, taxes, and skyrocketing healthcare costs, the future can feel uncertain. But it doesn't have to be. In part 2 of our video, retirement expert Tom Mosley unveils 3 more crucial items you need to be aware of along with some steps you can take to safeguard your retirement savings and ensure your money lasts as long as you do. These practical and actionable tips will help you navigate the complexities of retirement planning with confidence.   What You’ll Learn in This Video:

• Proven strategies to limit your tax burden in retirement

• Tips on how to increase your income with a part time job

• Why it’s imperative that you include a plan for inflation in your retirement plans

Don’t leave your retirement security to chance. Watch Part 2 of our series and equip yourself with the knowledge and tools to build a robust and resilient retirement plan.   Subscribe and hit the notification bell so you don't miss future episodes. And, if you missed Part 1, click here: https://youtu.be/yRNlq9JjvKo   Jump to a segment using the 𝘁𝗶𝗺𝗲𝘀𝘁𝗮𝗺𝗽𝘀 𝗯𝗲𝗹𝗼𝘄! 👇   TIMESTAMPS 00:00 Making Your Money Last in Retirement 00:10 Tip #1 Minimize Your Taxes 02:55 Tip #2 Consider Getting a Part-Time Job 05:00 Tip #3 Be Aware of Inflation & Include it in Your Retirement Plan 07:10 Recap & How to Secure Additional information and Assistance   Have specific questions for Tom and the team at Mosley Wealth Management? Contact us here 👇 https://mosleywealthmanagement.com/contact/ =========================================== If you enjoy this content, please 𝐒𝐔𝐁𝐒𝐂𝐑𝐈𝐁𝐄! https://www.youtube.com/channel/UCPMvD3G1cZA1Kz4CKnwynhA?sub_confirmation=1 ===========================================  ⭐ 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   Learn the key components you need to include in your retirement plan: Check this video out: https://youtu.be/QkJzvbZ_gDs #SavingMoneyinRetirement #HowToMakeRetirementMoneyLast #RetirementIncome #RetirementPlanning #RetirementStrategy #FinancialEducation #RetirementPlanningAt50 #RetirementPlanningAt60 #HowMuchDoINeedToRetire #HowToRetireEarly #RetirementPlanningTips #SocialSecurity   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.

Are you 55 or in your 50’s with a million dollars saved and wondering if you can retire NOW? It’s a question that gets asked often. In today’s show, Tom addresses the 4 biggest issues that you must consider when deciding whether you’re prepared to make the jump. He covers why it might make sense, the gaps you must consider, debt concerns, and the reality that you could live up to another 40 years. Jump to a segment using the 𝘁𝗶𝗺𝗲𝘀𝘁𝗮𝗺𝗽𝘀 𝗯𝗲𝗹𝗼𝘄!👇   TIMESTAMPS 00:00 Got a Million in Your 50’s and Want to Retire? 00:12 First thing you have to consider: In Your 50’s you’re in your Go-Go Stage. 01:09 Second thing to consider: The Gap & the financial impact you’ll face while you wait on your retirement money, Social Security, and Medicare. 02:56 Where will you source income? 03:44 Third thing to consider: Debt. 04:45 Fourth thing to consider: You could live another 40 years. 05:53 What you need to ensure success. 07:56 Contact info to secure advice Have specific questions for Tom and the team at Mosley Wealth Management? Contact us here 👇 https://mosleywealthmanagement.com/contact/   =========================================== If you enjoy this content, please 𝐒𝐔𝐁𝐒𝐂𝐑𝐈𝐁𝐄! https://www.youtube.com/channel/UCPMvD3G1cZA1Kz4CKnwynhA?sub_confirmation=1 ===========================================    ⭐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   Learn the key components you need to include in your retirement plan. Check this video out: https://youtu.be/QkJzvbZ_gDs   #RetiringWithAMillion #RetiringEarly #RetiringInYour50s #RetirementIncome #RetirementPlanning #RetirementStrategy #FinancialEducation #FinancialLiteracy #HowToRetireEarly #RetirementPlanningAt50 #RetirementPlanningAt60 #HowMuchDoINeedToRetire #HowToRetireEarly #RetirementPlanningTips #FinancialAdvisor #SocialSecurity   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.

Fear of running out of money in retirement is the #1 concern for those 50 and older. And it’s no wonder – with rising inflation, taxes, and skyrocketing healthcare costs, the future can feel uncertain. But it doesn't have to be. In this video, retirement expert Tom Mosley unveils the first 5 of 10 crucial steps you need to take to safeguard your retirement savings and ensure your money lasts as long as you do. These practical and actionable tips will help you navigate the complexities of retirement planning with confidence.   ✨ What You’ll Learn in This Video:

• Proven strategies to protect your savings

• Tips to outpace inflation and manage taxes

• How watching your health now can save you money

Don’t leave your retirement security to chance. Watch Part 1 of our series and equip yourself with the knowledge and tools to build a robust and resilient retirement plan. Subscribe now so you don't miss Part 2 and the remaining steps to a financially secure retirement!   Jump to a segment using the 𝘁𝗶𝗺𝗲𝘀𝘁𝗮𝗺𝗽𝘀 𝗯𝗲𝗹𝗼𝘄! 👇 TIMESTAMPS 00:00 Making Your Money Last in Retirement 01:05 Tip #1 Create a Budget 02:30 Tip #2 Optimize Your Social Security 04:12 Tip #3 Maintain Your Health 06:00 Tip #4 Guarantee Your Income 08:14 Tip #5 Make Sure You Are Not Paying More Taxes Than You Legally Need to Pay 09:27 Recap & How to Secure Additional information and Assistance   Have specific questions for Tom and the team at Mosley Wealth Management? Contact us here 👇 https://mosleywealthmanagement.com/contact/   =========================================== If you enjoy this content, please 𝐒𝐔𝐁𝐒𝐂𝐑𝐈𝐁𝐄! https://www.youtube.com/channel/UCPMvD3G1cZA1Kz4CKnwynhA?sub_confirmation=1 ===========================================    ⭐ 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   Learn the key components you need to include in your retirement plan: Check this video out: https://youtu.be/QkJzvbZ_gDs   #SavingMoneyinRetirement #HowToMakeRetirementMoneyLast #RetirementIncome #RetirementPlanning #RetirementStrategy #FinancialEducation #FinancialLiteracy #HowToRetireEarly #RetirementPlanningAt50 #RetirementPlanningAt60 #HowMuchDoINeedToRetire #HowToRetireEarly #RetirementPlanningTips #FinancialAdvisor #SocialSecurity   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.

If you’re reading this, chances are you’re contemplating retiring in 5 years! Whether you’re planning on retiring early in your 50’s, or you want to hold off until your 60’s & 70’s, there are several crucial steps you must take NOW so you’re prepared to make the move and shape your retirement experience into the one you dream of. Today, Tom reveals 5 basic but crucial steps you need to take now before you make the big transition. This is a great primer if you’re just starting to think about retirement and need some guidance on next steps. Successful retirements take planning and preparation, so check this out so you can set yourself up to live the kind of life you want in retirement. Jump to a segment using the 𝘁𝗶𝗺𝗲𝘀𝘁𝗮𝗺𝗽𝘀 𝗯𝗲𝗹𝗼𝘄! 👇 TIMESTAMPS 00:00 Intro 00:20 #1 Identify your income. 01:45 #2 Diminish your debt. 02:40 #3 Reduce your risk. 03:40 #4 Tackle your taxes. 04:45 Recap on the top 4 things to do before retiring. 05:40 #5 Polish your plan & what it needs to include. 06:45 Your “to-do list” and next steps.   Have specific questions for Tom and the team at Mosley Wealth Management? Contact us here 👇 https://mosleywealthmanagement.com/contact/ =========================================== If you enjoy this content, please 𝐒𝐔𝐁𝐒𝐂𝐑𝐈𝐁𝐄! https://www.youtube.com/channel/UCPMvD3G1cZA1Kz4CKnwynhA?sub_confirmation=1 ===========================================    ⭐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   Learn the key components you need to include in your retirement plan: Check this video out: https://youtu.be/QkJzvbZ_gDs   #Retiringin5Years #RetirementIncome #RetirementPlanning #RetirementStrategy #FinancialEducation #FinancialLiteracy #HowToRetireEarly #RetirementPlanningAt50 #RetirementPlanningAt60 #HowMuchDoINeedToRetire #HowToRetireEarly #RetirementPlanningTips #FinancialAdvisor #SocialSecurity   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.

If you are worried about running out of money during retirement, you are not alone. In fact, surveys show it’s the #1 fear of people 55 years of age and older. While there are things outside of your control that will impact your retirement, there are steps you can take now to protect yourself. Today, Tom shares two simple action items you can do now to get started. Additionally, he shares a simple case study to show you the steps one couple took to ensure their long term finances for their later years while also creating the budget they wanted to initiate their their retirement dreams. Don't leave your retirement security to chance. Empower yourself with the knowledge and tools to build a resilient financial plan and avoid running out of money. Jump to a segment using the 𝘁𝗶𝗺𝗲𝘀𝘁𝗮𝗺𝗽𝘀 𝗯𝗲𝗹𝗼𝘄! 👇   TIMESTAMPS 00:00 How to not run out of money in retirement 00:32 Why people are scared of running out of money 01:17 What's causing people to run out of retirement money 03:21 How you can avoid running out of money 04:44 Case Study – An example of how to avoid running out of money 08:04 Summary of what to do Have specific questions for Tom and the team at Mosley Wealth Management? Contact us here 👇 https://mosleywealthmanagement.com/contact/ =========================================== If you enjoy this content, please 𝐒𝐔𝐁𝐒𝐂𝐑𝐈𝐁𝐄! https://www.youtube.com/channel/UCPMvD3G1cZA1Kz4CKnwynhA?sub_confirmation=1 ==========================================    ⭐ 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   Learn the key components you need to include in your retirement plan. Check this video out: https://youtu.be/QkJzvbZ_gDs   #HowToNotRunOutofMoney #ProtectingAssets #RetirementIncome #RetirementPlanning #RetirementStrategy #FinancialEducation #FinancialLiteracy #HowToRetireEarly #RetirementPlanningAt50 #RetirementPlanningAt60 #HowMuchDoINeedToRetire #HowToRetireEarly #RetirementPlanningTips #FinancialAdvisor #SocialSecurity   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.

The secret to building wealth and enjoying a comfortable retirement isn't about a single "get rich" scheme or investment. It's about making a series of smart decisions at every stage of life. In today’s video, Travis outlines the essential steps you can take at each key life stage to secure your financial future. Whether you're in your 20s just starting out or in your 60s planning for retirement, there are crucial money moves you can make today.  In this video, we'll cover:

• The critical financial moves for every age range: 18-25, 26-40, 41-55, 56-70, and 70+.

• Practical tips on budgeting, investing, and planning for each stage of life.

• How to adjust your financial strategies as you get older.

• A bonus section with 5 immediate actions to catch up if you've missed some steps.

No matter your age, it's never too late to start building wealth and planning for retirement. Watch till the end for actionable advice you can implement today! Jump to a segment using the 𝘁𝗶𝗺𝗲𝘀𝘁𝗮𝗺𝗽𝘀 𝗯𝗲𝗹𝗼𝘄! 👇   TIMESTAMPS 00:00 How to Build Wealth & Retire: Steps to Take at Every Age 00:30 Ages 18-25 04:10 Ages 26-40 06:35 Ages 41-55 08:15 Ages 56-70 11:40 Ages 70 & Beyond 12:40 5 Immediate Action Steps to Take if You’ve Missed Some Steps. 13:55 Call to Action & More Info   Have specific questions for Tom and the team at Mosley Wealth Management? Contact us here 👇 https://mosleywealthmanagement.com/contact/   =========================================== If you enjoy this content, please 𝐒𝐔𝐁𝐒𝐂𝐑𝐈𝐁𝐄! https://www.youtube.com/channel/UCPMvD3G1cZA1Kz4CKnwynhA?sub_confirmation=1 ===========================================    ⭐ 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   Learn the key components you need to include in your retirement plan: Check this video out: https://youtu.be/QkJzvbZ_gDs #BuildingWealth #BuildWealthforRetirement #Retiringat55 #BuildingWealthinmy20s #RetirementAdvice #FinancialFreedom #RetirementIncome #RetirementPlanning #RetirementStrategy #FinancialEducation #FinancialLiteracy #HowToRetireEarly #RetirementPlanningAt50 #RetirementPlanningAt60 #HowMuchDoINeedToRetire #RetirementPlanningTips #SocialSecurity   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 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 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.

There has been a staggering 260% increase in scams targeting seniors over the last 5 years, and it's no wonder. With the advancements in artificial intelligence, these scams have grown more sophisticated and easier to implement, making it increasingly difficult for anyone, especially older adults, to discern what is real and what isn't. In today’s video, Tom delves into how adults aged 65 and over are being targeted. He provides a comprehensive overview of the biggest scams currently in circulation and, most importantly, shares four crucial tips to help you minimize the threat and protect your money and your identity. Whether you're a senior yourself or you have older loved ones, this video is a must-watch to stay informed and prepared. By understanding the tactics scammers use and knowing how to protect yourself, you can significantly reduce the risk of falling victim to these malicious schemes. Jump to a segment using the 𝘁𝗶𝗺𝗲𝘀𝘁𝗮𝗺𝗽𝘀 𝗯𝗲𝗹𝗼𝘄! 👇 TIMESTAMPS 00:00 How to Avoid Scams Targeting Seniors. 00:45 What has triggered the increase of scams on seniors. 01:45 Methods used to communicate the scams. 03:37 The current biggest scams targeting seniors. 06:14 4 Tips that will help minimize your risk at being scammed. Have specific questions for Tom and the team at Mosley Wealth Management? Contact us here 👇 https://mosleywealthmanagement.com/contact/   Learn the key components you need to include in your retirement plan: Check this video out: https://youtu.be/QkJzvbZ_gDs =========================================== If you enjoy this content, please 𝐒𝐔𝐁𝐒𝐂𝐑𝐈𝐁𝐄! https://www.youtube.com/channel/UCPMvD3G1cZA1Kz4CKnwynhA?sub_confirmation=1 ===========================================    ⭐ 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   #ScamsTargetingSeniors #HowtoAvoidScams #IRSScams #JuryDutyScams #VoicemailScams #TipstoAvoidBeingScammed #retirementreadiness #AmIReadytoRetire #RetirementIncome #RetirementPlanning #RetirementStrategy #FinancialEducation #FinancialLiteracy #HowToRetireEarly #HowToRetireEarly #RetirementPlanningTips #FinancialAdvisor #SocialSecurity 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 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 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.  

Retirement is one of life’s biggest milestones, and while feeling mentally prepared is essential, ensuring you’re financially ready is crucial. In today’s video, Travis reveals the 8 key signs that indicate you’re ready to retire. Each point is carefully explained to help you understand its importance and provide actionable steps if you’re not quite there yet. Watch the video to see how many signs you can check off and get closer to your dream retirement! Jump to a segment using the 𝘁𝗶𝗺𝗲𝘀𝘁𝗮𝗺𝗽𝘀 𝗯𝗲𝗹𝗼𝘄! 👇  TIMESTAMPS 00:00 8 Signs you are ready to retire. 00:30 #1 You’ve created a budget that reflects your goals. 02:10 #2 You know the income you need for retirement. 03:40 #3 You are out of debt. 05:20 #4 You’re no longer supporting dependents. 05:40 #5 You have an emergency fund.  06:25 #6 You have a plan for healthcare. 07:20 #7 Your portfolio is updated & diversified. 08:30 #8 You’re retiring to something, not from something. 09:20 Not ready yet? Here are some steps to take now. 10:40 How you can secure help to get ready for retirement.
Have specific questions for Tom and the team at Mosley Wealth Management? Contact us here 👇 https://mosleywealthmanagement.com/contact/   Learn the key components you need to include in your retirement plan: Check this video out: https://youtu.be/QkJzvbZ_gDs  =========================================== If you enjoy this content, please 𝐒𝐔𝐁𝐒𝐂𝐑𝐈𝐁𝐄! https://www.youtube.com/channel/UCPMvD3G1cZA1Kz4CKnwynhA?sub_confirmation=1 ===========================================    ⭐ 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   #Signsthatyouarereadytoretire #retirementreadiness #AmIReadytoRetire #RetirementIncome #RetirementPlanning #RetirementStrategy #FinancialEducation #FinancialLiteracy #HowToRetireEarly #RetirementPlanningAt50 #RetirementPlanningAt60 #HowMuchDoINeedToRetire #HowToRetireEarly #RetirementPlanningTips #FinancialAdvisor #SocialSecurity   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 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 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.

While you can't control whether Social Security will run out of cash reserves by 2034, you can take proactive steps to prepare for potential cuts to your benefits and safeguard your retirement plans. In today's must-watch video, Tom unveils three critical strategies you can implement right now to shield yourself from the impact of reduced Social Security benefits should they happen.  Discover how increasing your retirement accounts can fortify your financial future, learn effective ways to reduce debt and free up more of your income, and explore additional income streams, such as part-time jobs or creating passive income, to ensure you remain financially secure. Don't leave your retirement to chance, now or in the future — tune in and take control of your financial destiny today! Jump to a segment using the 𝘁𝗶𝗺𝗲𝘀𝘁𝗮𝗺𝗽𝘀 𝗯𝗲𝗹𝗼𝘄! 👇   TIMESTAMPS 00:00 How to Prepare for Social Security Cuts 00:50 #1 Build Your Retirement Accounts. 02:48 #2 Reduce Your Debt 05:00 #3 Consider Additional Income Streams 07:21 Steps That Will Help You Make Up for Any Cuts 08:38 How to Create a Retirement Plan & Next steps.   Have specific questions for Tom and the team at Mosley Wealth Management? Contact us here 👇 https://mosleywealthmanagement.com/contact/  =========================================== If you enjoy this content, please 𝐒𝐔𝐁𝐒𝐂𝐑𝐈𝐁𝐄! https://www.youtube.com/channel/UCPMvD3G1cZA1Kz4CKnwynhA?sub_confirmation=1 ===========================================    ⭐ 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   Learn the key components you need to include in your retirement plan: Check this video out: https://youtu.be/QkJzvbZ_gDs #SoicalSecurityBenefits #RetirementIncome #RetirementPlanning #RetirementStrategy #FinancialEducation #FinancialLiteracy #HowToRetireEarly #RetirementPlanningAt50 #RetirementPlanningAt60 #HowMuchDoINeedToRetire #HowToRetireEarly #RetirementPlanningTips #FinancialAdvisor #SocialSecurity   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 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 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.