2025 is the perfect year to get retirement ready and take charge of your finances! Whether you're a few years away or already in retirement, the steps you take now can make a lasting difference.

In today’s show retirement expert Tom Mosley walks you through a basic but thorough check list of the key steps you need to take now to be retirement ready! Whether you're close to retiring or just starting to plan, these action items will help put you on the road to a successful retirement in 2025. Let’s dive in!

Jump to a segment using the 𝘁𝗶𝗺𝗲𝘀𝘁𝗮𝗺𝗽𝘀 𝗯𝗲𝗹𝗼𝘄! 👇

TIMESTAMPS

00:00 How to Get Retirement Ready in 2025

00:18 Take an honest look at where you are financially

02:20 Maximize your contributions

04:35 Determine your risk tolerance

07:12 Be mindful of taxes

O9:33 What are you giving away?

11:35 Healthcare Costs

13:18 Assess insurance needs/changes

16:33 Get your estate plan set up/updated

19:00 Update your beneficiaries on all accounts

20:27 How to get help

Have specific questions for Tom and the team at Mosley Wealth Management? Contact us here 👇

https://mosleywealthmanagement.com/contact/

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⭐ 𝐂𝐎𝐍𝐍𝐄𝐂𝐓 𝐖𝐈𝐓𝐇 𝐔𝐒 𝐎𝐍 𝐒𝐎𝐂𝐈𝐀𝐋 𝐌𝐄𝐃𝐈𝐀⭐

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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.