For decades, the narrative around retirement has been fairly straightforward: work tirelessly until your mid-60s, then hit the brakes and transition into full-stop retirement. But with people living longer, and the desire to have more work/life balance this abrupt change can feel unsettling, even counterproductive. Today, we're challenging that old belief and exploring why semi-retirement could be your best move yet—financially and personally.

Imagine not just grinding for 65 years only to suddenly stop, but instead gradually shifting gears, savoring life while still enjoying financial stability. The idea of Semi-Retirement not only meets the needs of those who want to stay active and engaged but also offers a smart way to ease into retirement with strategic financial advantages. Today we’re sharing some reasons why semi-retirement but could be the way to go!

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TIMESTAMPS

00:00 Semi Retirement – It Could Be the Way to Go!

00:25 Semi Retirement & Social Security

02:16 Semi Retirement & Retirement Savings

03:48 Semi Retirement & Benefits

04:50 Semi Retirement & Taxes

06:08 Semi Retirement as a Bridge

07:40 How to determine if Semi Retirement is the way to go

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

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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.