With nearly 30 years in the retirement industry, I’ve navigated changing Social Security rules, fluctuating tax rates, economic ups and downs, elections, changes of power, and unexpected events like the pandemic. I’ve seen it all and have learned some key lessons along the way. With those in mind, I’ve crafted a list of the 10 essential things I think every future retiree needs to know in order to build a secure retirement—one that can weather both market volatility and shifting political landscapes.

In this video, I’ll walk you through the must-know topics to help you approach retirement with confidence and clarity. Whether you're close to retiring or just starting to plan, my hope is that these insights will assist you in making informed decisions and taking the necessary actions you need to create a solid retirement.

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TIMESTAMPS

00:00 10 Things Every Person Should Know About Retirement

01:16 Know What Your Retirement Goals Are

02:40 Know What Social Security is Going to Do For You

03:32 Get All Your Stuff Together

04:58 Create a Budget

06:29 Build a Comprehensive Retirement Plan

07:48 Health Care

08:49 Consider your Risk

10:39 Understand Required Minimum Distributions

12:12 Stay on Top of Taxes

13:45 Estate Planning

15:41 Other Items That are Crucial to Act On

18:00 How to Secure Help

Have specific questions for Tom and the team at Mosley Wealth Management?

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https://mosleywealthmanagement.com/contact/

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Learn the key components you need to include in your retirement plan, check this video out: https://youtu.be/QkJzvbZ_gDs

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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.