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Episode 97: "How to Build a Retirement Plan"
In todayโs video, Tom explains how to build a retirement
plan by outlining a step-by-step approach to creating a comprehensive strategy for your golden years. He explains the difference between retirement investments and a retirement plan, and then delves into the 6 essential
components that must be addressed and included to create a retirement plan that is truly comprehensive and holistic. ย Letโs face it, if you want to live your best retirement life free from financial stress, you must have a well-thought-out blueprint to build the fulfilling retirement of your dreams. Whether youโre just starting to think about
retirement or are nearing that exciting milestone, this video is a great primer for anyone seeking to create a secure and enjoyable future after their working
years.
Discover why these 6 essential components are so vital to
building your retirement plan:
๐ต Income
๐ Inflation
๐Investments
๐Taxes
๐ฉโโ๏ธHealth Care
๐จ๐ปโ๐ฉ๐ฝโ๐งโ๐ฆ๐ปLegacy
ย Jump to a segment using the ๐๐ถ๐บ๐ฒ๐๐๐ฎ๐บ๐ฝ๐
๐ฏ๐ฒ๐น๐ผ๐!
๐
TIMESTAMPS
00:00 How to Build a Retirement Plan
00:15 A 401K or IRA is not a retirement financial plan.
01:15 Building a plan: Income.
02:27 Building a plan: Address Inflation.
03:40 Building a plan: Investments.
05:00 Building a plan: Taxes.
06:45 Building a plan: Healthcare.
08:10 Building a plan: Legacy.
09:20 This is the one element that can affect all others.
10:10 How to get help customizing your retirement plan.
10:47 End
Have specific questions for Tom and the team at Mosley Wealth Management?
Contact us here ๐
https://mosleywealthmanagement.com/contact/
ย
===================================================
If you enjoy this content, please ๐๐๐๐๐๐๐๐๐!
https://www.youtube.com/channel/UCPMvD3G1cZA1Kz4CKnwynhA?sub_confirmation=1
===========================================
ย ย โญ ๐๐๐๐๐๐๐ ๐๐๐๐ ๐๐ ๐๐ ๐๐๐๐๐๐ ๐๐๐๐๐โญ
- Facebook: https://www.facebook.com/mosleyeaseintoretirement
- Instagram: https://www.instagram.com/easeintoretirement/
- LinkedIn: https://www.linkedin.com/company/mosley-wealth-management
ย
#HowToBuildARetirementPlan
#CreatingARetirementPlan
#RetirementIncome
#RetirementPlanning
#RetirementStrategy
#FinancialEducation
#FinancialLiteracy
#HowToRetireEarly
#RetirementPlanningAt50
#RetirementPlanningAt60
#HowMuchDoINeedToRetire
#HowToRetireEarly
#RetirementPlanningTips
#FinancialAdvisor
#SocialSecurity
ย DISCLOSURE:
Investment
advisory services offered by duly registered individuals through Mosley Wealth Management, Inc. (โMWMโ). 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 particular 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.
ย
View all episodes
By Tom MosleyIn todayโs video, Tom explains how to build a retirement
plan by outlining a step-by-step approach to creating a comprehensive strategy for your golden years. He explains the difference between retirement investments and a retirement plan, and then delves into the 6 essential
components that must be addressed and included to create a retirement plan that is truly comprehensive and holistic. ย Letโs face it, if you want to live your best retirement life free from financial stress, you must have a well-thought-out blueprint to build the fulfilling retirement of your dreams. Whether youโre just starting to think about
retirement or are nearing that exciting milestone, this video is a great primer for anyone seeking to create a secure and enjoyable future after their working
years.
Discover why these 6 essential components are so vital to
building your retirement plan:
๐ต Income
๐ Inflation
๐Investments
๐Taxes
๐ฉโโ๏ธHealth Care
๐จ๐ปโ๐ฉ๐ฝโ๐งโ๐ฆ๐ปLegacy
ย Jump to a segment using the ๐๐ถ๐บ๐ฒ๐๐๐ฎ๐บ๐ฝ๐
๐ฏ๐ฒ๐น๐ผ๐!
๐
TIMESTAMPS
00:00 How to Build a Retirement Plan
00:15 A 401K or IRA is not a retirement financial plan.
01:15 Building a plan: Income.
02:27 Building a plan: Address Inflation.
03:40 Building a plan: Investments.
05:00 Building a plan: Taxes.
06:45 Building a plan: Healthcare.
08:10 Building a plan: Legacy.
09:20 This is the one element that can affect all others.
10:10 How to get help customizing your retirement plan.
10:47 End
Have specific questions for Tom and the team at Mosley Wealth Management?
Contact us here ๐
https://mosleywealthmanagement.com/contact/
ย
===================================================
If you enjoy this content, please ๐๐๐๐๐๐๐๐๐!
https://www.youtube.com/channel/UCPMvD3G1cZA1Kz4CKnwynhA?sub_confirmation=1
===========================================
ย ย โญ ๐๐๐๐๐๐๐ ๐๐๐๐ ๐๐ ๐๐ ๐๐๐๐๐๐ ๐๐๐๐๐โญ
- Facebook: https://www.facebook.com/mosleyeaseintoretirement
- Instagram: https://www.instagram.com/easeintoretirement/
- LinkedIn: https://www.linkedin.com/company/mosley-wealth-management
ย
#HowToBuildARetirementPlan
#CreatingARetirementPlan
#RetirementIncome
#RetirementPlanning
#RetirementStrategy
#FinancialEducation
#FinancialLiteracy
#HowToRetireEarly
#RetirementPlanningAt50
#RetirementPlanningAt60
#HowMuchDoINeedToRetire
#HowToRetireEarly
#RetirementPlanningTips
#FinancialAdvisor
#SocialSecurity
ย DISCLOSURE:
Investment
advisory services offered by duly registered individuals through Mosley Wealth Management, Inc. (โMWMโ). 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 particular 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.
ย