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Episode 100: "Laid Off Near Retirement: Do These 5 Things Now to Determine if You Can Retire
Have you recently been laid off or sensing one on the horizon just as you're nearing retirement? Are you uncertain about what steps to take and wondering if you can just go ahead and retire? In todayโs video, Tom walks
you through the 5 essential steps you need to take now so you can assess your options, and determine if retirement is the best path forward for you.
Jump to a segment using the ๐๐ถ๐บ๐ฒ๐๐๐ฎ๐บ๐ฝ๐
๐ฏ๐ฒ๐น๐ผ๐!
๐
TIMESTAMPS
00:00 Laid off near retirement? What Should You Do?
00:15 #1 Take a breath.
01:45 #2 Analyze where you are.
03:18 #3 What are your immediate needs?
05:31 #4 Will I go back to work?
07:12 #5 Be careful about your taxes.
09:20 Creating a retirement plan/blueprint will help you
prepare for these kinds of situations.
10:23 Need help?
10:59 End
ย ย
Have specific questions for Tom and the team at Mosley Wealth Management?
Contact us here ๐
https://mosleywealthmanagement.com/contact/
ย
===========================================
If you enjoy this content, please ๐๐๐๐๐๐๐๐๐!
https://www.youtube.com/channel/UCPMvD3G1cZA1Kz4CKnwynhA?sub_confirmation=1
==========================================
ย โญ ๐๐๐๐๐๐๐ ๐๐๐๐ ๐๐ ๐๐ ๐๐๐๐๐๐ ๐๐๐๐๐โญ
- Facebook: https://www.facebook.com/mosleyeaseintoretirement
- Instagram: https://www.instagram.com/easeintoretirement/
- LinkedIn: https://www.linkedin.com/company/mosley-wealth-management
ย
Learn the key components you need to include in your retirement plan:
Check this video out: https://youtu.be/QkJzvbZ_gDs
ย #NaviagingLayoffsNearRetirement
#LaidOffNearRetirement
#LayoffsNearRetirement
#RetirementIncome
#RetirementPlanning
#RetirementStrategy
#FinancialEducation
#FinancialLiteracy
#HowToRetireEarly
#RetirementPlanningAt50
#RetirementPlanningAt60
#HowMuchDoINeedToRetire
#HowToRetireEarly
#RetirementPlanningTips
#FinancialAdvisor
#SocialSecurity
ย
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 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.
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View all episodes
By Tom MosleyHave you recently been laid off or sensing one on the horizon just as you're nearing retirement? Are you uncertain about what steps to take and wondering if you can just go ahead and retire? In todayโs video, Tom walks
you through the 5 essential steps you need to take now so you can assess your options, and determine if retirement is the best path forward for you.
Jump to a segment using the ๐๐ถ๐บ๐ฒ๐๐๐ฎ๐บ๐ฝ๐
๐ฏ๐ฒ๐น๐ผ๐!
๐
TIMESTAMPS
00:00 Laid off near retirement? What Should You Do?
00:15 #1 Take a breath.
01:45 #2 Analyze where you are.
03:18 #3 What are your immediate needs?
05:31 #4 Will I go back to work?
07:12 #5 Be careful about your taxes.
09:20 Creating a retirement plan/blueprint will help you
prepare for these kinds of situations.
10:23 Need help?
10:59 End
ย ย
Have specific questions for Tom and the team at Mosley Wealth Management?
Contact us here ๐
https://mosleywealthmanagement.com/contact/
ย
===========================================
If you enjoy this content, please ๐๐๐๐๐๐๐๐๐!
https://www.youtube.com/channel/UCPMvD3G1cZA1Kz4CKnwynhA?sub_confirmation=1
==========================================
ย โญ ๐๐๐๐๐๐๐ ๐๐๐๐ ๐๐ ๐๐ ๐๐๐๐๐๐ ๐๐๐๐๐โญ
- Facebook: https://www.facebook.com/mosleyeaseintoretirement
- Instagram: https://www.instagram.com/easeintoretirement/
- LinkedIn: https://www.linkedin.com/company/mosley-wealth-management
ย
Learn the key components you need to include in your retirement plan:
Check this video out: https://youtu.be/QkJzvbZ_gDs
ย #NaviagingLayoffsNearRetirement
#LaidOffNearRetirement
#LayoffsNearRetirement
#RetirementIncome
#RetirementPlanning
#RetirementStrategy
#FinancialEducation
#FinancialLiteracy
#HowToRetireEarly
#RetirementPlanningAt50
#RetirementPlanningAt60
#HowMuchDoINeedToRetire
#HowToRetireEarly
#RetirementPlanningTips
#FinancialAdvisor
#SocialSecurity
ย
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 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.
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