Retirement doesn't happen overnight, and neither does a great retirement plan. In this episode, we walk you through every critical stage of the retirement journey, the questions you should be asking your financial planner right now, and the surprising ways people unknowingly work against their own financial future.
In this episode:
•    The foundation of every successful retirement plan and why trusting the right team makes all the difference
•    Key questions to ask your financial planner about your lifestyle, income, spending, and risk tolerance
•    What smart retirement planning looks like at every stage - from 15 years out to your first days of retirement and beyond
•    The surprising gap between what people say they want in retirement, and what they actually do.
Whether you're years away or right around the corner, this episode will help you get honest about where you stand and help clear a path forward.

Chapters
00:00 Intro
04:10 You need to trust the team
Questions to Ask Your Financial Planner
06:20 Does my plan support my lifestyle goals
08:10 Where is my money coming from this year? 
09:44 What is the spending plan vs. the reality?
10:50 How much risk can I take & handle?
Stages of Retirement
15:20 15 years out 
19:00 10 years out 
21:10 5 years out 
23:50 The day you 
25:50 Post Retirement
How People Say One Thing – But Do the Opposite in Retirement
28:40 Looking for deals but overlooking fees
33:10 Having low risk tolerance but having risky investments
35:30 Saying you love your spouse but not taking steps to protect them financially.
Listener Questions
41:00 Advice for handling a timeshare in retirement
44:30 Laid off with severance – how to handle health care

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.


For more information, visit: www.mosleywealthmanagement.com