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Episode 101: "I'm Scared of Running Out of Money in Retirement" Why Today's New Annuities Can Help.
If you’re scared of running out of money in retirement, you’re not alone. In fact, it’s the #1 fear for people 58 and over. One option to guarantee income in retirement is to include a new & improved annuity into your overall retirement plan. In today’s video, Tom provides an overview on Fixed Indexed Annuities, and shares 5 reasons you may want to consider giving them a second look this year as part of your retirement strategy.
Jump to a segment using the 𝘁𝗶𝗺𝗲𝘀𝘁𝗮𝗺𝗽𝘀
𝗯𝗲𝗹𝗼𝘄!
👇
TIMESTAMPS
00:00 Why the newer annuities are worth a look.
01:03 Reason #1 – The Bells & Whistles
02:00 Reason #2 – Principal Protection
02:50 Reason #3 – Prospect for Growth
03:32 Reason #4 – Grows Tax Deferred
04:02 Reason #5 – Insured Income
04:50 Why the newer annuities are worth checking out.
05:30 How to get more detailed info on annuities.
06:01 End
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
#Annuities in 2024
#RunningOutOfMoneyinRetirement
#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.
View all episodes
By Tom MosleyIf you’re scared of running out of money in retirement, you’re not alone. In fact, it’s the #1 fear for people 58 and over. One option to guarantee income in retirement is to include a new & improved annuity into your overall retirement plan. In today’s video, Tom provides an overview on Fixed Indexed Annuities, and shares 5 reasons you may want to consider giving them a second look this year as part of your retirement strategy.
Jump to a segment using the 𝘁𝗶𝗺𝗲𝘀𝘁𝗮𝗺𝗽𝘀
𝗯𝗲𝗹𝗼𝘄!
👇
TIMESTAMPS
00:00 Why the newer annuities are worth a look.
01:03 Reason #1 – The Bells & Whistles
02:00 Reason #2 – Principal Protection
02:50 Reason #3 – Prospect for Growth
03:32 Reason #4 – Grows Tax Deferred
04:02 Reason #5 – Insured Income
04:50 Why the newer annuities are worth checking out.
05:30 How to get more detailed info on annuities.
06:01 End
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
#Annuities in 2024
#RunningOutOfMoneyinRetirement
#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.