Don’t Leave Your Family in the Dark—Prepare These Vital Documents Today!

Imagine your family needing critical information in an emergency—and not knowing where to find it. Whether you’re incapacitated or gone, your loved ones will face major challenges unless you’ve prepared the right documents.

In this episode, Tom Mosley—retirement expert and former minister—draws on over 50 years of experience to guide you through an essential list of items your family needs access to when the unexpected happens.

🔑 You’ll learn:

• The most important ID and financial documents to gather

• What medical and legal paperwork is essential

• Real stories about why having these documents matters

• Where and how to safely store everything

👉 Like, subscribe, and share to help others prepare too!

🌐 Visit www.mosleywealthmanagement.com for more resources.

Jump to a segment using the 𝘁𝗶𝗺𝗲𝘀𝘁𝗮𝗺𝗽𝘀 𝗯𝗲𝗹𝗼𝘄! 👇

TIMESTAMPS

00:00 Open

00:34 Why preparing these documents are important

01:30 1st document

02:00 2nd document

03:09 3rd document

03:53 4th set of documents

04:52 5th document

05:52 6th set of documents to have ready

08:49 How to secure help

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

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.