Some of the best retirement lessons come from unexpected places, even in stories like The Wizard of Oz. In this episode, we reveal those lessons, plus how clearing out the “financial trash” and spotting overlooked opportunities can shed new light on your retirement. This episode is packed with practical tips, surprising insights, and silver linings you won’t want to miss!

Chapters
00:00 Intro
The Wizard of Oz & Financial Advice
00:00 The yellow brick road
05:30 There’s no place like home
09:15 If I only had a brain
11:20 Good witch or bad witch
Taking Out Financial Trash
16:00 Debt
19:45 Risk
22:00 Fees
24:04 Lazy money
25:25 Rid yourself of the wrong advisors
Silver Linings in Retirement
28:40 Downsizing & Retiring early
33:35 Life Insurance
35:55 Buy outs/Pensions
Listener Emails
40:00 Gifting family members?
44:45 Estate Planning & Managing Relationships?

Ready to plan your retirement? Do you have specific questions for Tom and the team at Mosley Wealth Management? Contact us here   https://mosleywealthmanagement.com/contact/ 
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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.



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