In today’s video, Tom explains how to build a retirement
plan by outlining a step-by-step approach to creating a comprehensive strategy for your golden years. He explains the difference between retirement investments and a retirement plan, and then delves 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
Discover why these 6 essential components are so vital to
building your retirement plan:
Jump to a segment using the 𝘁𝗶𝗺𝗲𝘀𝘁𝗮𝗺𝗽𝘀
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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 This is the one element that can affect all others.
10:10 How to get help customizing your retirement plan.
Have specific questions for Tom and the team at Mosley Wealth Management?
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