EASE Into Retirement

If you want to know what needs to be in a retirement plan, this video is for you! Today, Tom explains how to build a retirement plan by outlining the the key elements you must include in creating a comprehensive strategy for your golden years. You'll learn the difference between retirement investments and a retirement plan, and then be guided into the 6 essential components that must be addressed and included to create a retirement plan that is truly comprehensive and holistic. Let’s 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 you’re 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:

💵 Income

📈 Inflation

📊Investments

😒Taxes

👩‍⚕️Health Care

👨🏻‍👩🏽‍👧‍👦🏻Legacy

Jump to a segment using the 𝘁𝗶𝗺𝗲𝘀𝘁𝗮𝗺𝗽𝘀 𝗯𝗲𝗹𝗼𝘄! 👇

TIMESTAMPS

00:00 How to Build a Retirement Plan

00:15 A 401K or IRA is not a retirement financial plan.

01:15 Income.

02:27 Address Inflation.

03:40 Investments.

05:00 Taxes.

06:45 Healthcare.

08:10 Legacy.

09:20 Of all the elements, this is the one that can affect all the others.

10:10 How to get help customizing your retirement plan.

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

https://mosleywealthmanagement.com/contact/

==============================================

If you enjoy this content, please 𝐒𝐔𝐁𝐒𝐂𝐑𝐈𝐁𝐄! https://www.youtube.com/channel/UCPMvD3G1cZA1Kz4CKnwynhA?sub_confirmation=1

=============================================

⭐ 𝐂𝐎𝐍𝐍𝐄𝐂𝐓 𝐖𝐈𝐓𝐇 𝐔𝐒 𝐎𝐍 𝐒𝐎𝐂𝐈𝐀𝐋 𝐌𝐄𝐃𝐈𝐀⭐

- Facebook: https://www.facebook.com/mosleyeaseintoretirement

- Instagram: https://www.instagram.com/easeintoretirement/

- LinkedIn: https://www.linkedin.com/company/mosley-wealth-management

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

#RetirementPlanning

#RetirementEssentials

#HowToRetire

#RetirementIncome

#RetirementPlanning2025

#RetirementStrategy

#FinancialEducation

#FinancialLiteracy

#HowToRetireEarly

#RetirementPlanningAt50

#RetirementPlanningAt60

#HowMuchDoINeedToRetire

#RetirementPlanningTips

#FinancialAdvisor

#SocialSecurity

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.

As we prepare for the new administration in 2025, you may be wondering: What’s next for my retirement? My financial and health security? With President Trump returning to office alongside a Republican-controlled Congress, big changes could be on the horizon – especially if you are retired or planning on retiring in the next 5 to 10 years.

Today, we’re going to focus on the key areas that could see significant shifts under the new administration, and more importantly could impact you and your retirement. We’re also going to provide some steps you can take that will help you stay prepared and informed as these policies unfold.

Jump to a segment using the 𝘁𝗶𝗺𝗲𝘀𝘁𝗮𝗺𝗽𝘀 𝗯𝗲𝗹𝗼𝘄! 👇

TIMESTAMPS

00:00 Retirement Planning & The New Administration

00:30 Lower personal taxes

02:53 Changes to Social Security

06:06 Health Care Costs

09:01 Interest rate changes

11:46 Lower potential corporate tax cuts

14:16 Bottom line regarding changes

14:52 Need help?

Have specific questions for Tom and the team at Mosley Wealth Management? Contact us here 👇 https://mosleywealthmanagement.com/contact/

==============================================

If you enjoy this content, please 𝐒𝐔𝐁𝐒𝐂𝐑𝐈𝐁𝐄! https://www.youtube.com/channel/UCPMvD3G1cZA1Kz4CKnwynhA?sub_confirmation=1

==============================================

⭐ 𝐂𝐎𝐍𝐍𝐄𝐂𝐓 𝐖𝐈𝐓𝐇 𝐔𝐒 𝐎𝐍 𝐒𝐎𝐂𝐈𝐀𝐋 𝐌𝐄𝐃𝐈𝐀⭐

- Facebook: https://www.facebook.com/mosleyeaseintoretirement

- Instagram: https://www.instagram.com/easeintoretirement/

- LinkedIn: https://www.linkedin.com/company/mosley-wealth-management

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

#Retirement

#Trump2025

#TrumpTaxCuts

#RetirementIncome

#RetirementPlanning

#RetirementStrategy

#FinancialEducation

#FinancialLiteracy

#HowToRetireEarly

#RetirementPlanningAt50

#RetirementPlanningAt60

#HowMuchDoINeedToRetire

#HowToRetireEarly

#RetirementPlanningTips

#FinancialAdvisor

#SocialSecurity

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.

Feeling behind on your retirement savings? You’re not alone! Here’s the good news though, you can completely revamp your retirement in just one year! It won’t be easy, but with focus and the right strategies, it’s absolutely possible! Retirement planning can feel overwhelming, and too often, people put it off until it’s almost too late. But it’s never too late to make a change. Remember, the best time to start was yesterday, and the second-best time is NOW!

In today’s video, we’re sharing proven strategies and actionable tips to help you take control, maximize your savings, and create a fulfilling, worry-free life after work. Stick around, and let’s turn things around—together!

Jump to a segment using the 𝘁𝗶𝗺𝗲𝘀𝘁𝗮𝗺𝗽𝘀 𝗯𝗲𝗹𝗼𝘄! 👇

TIMESTAMPS

00:00 Revamp your retirement

00:40 #1 Assess where you are: Evaluate your income, budget, & debt

03:05 #2 Review your retirement accounts: Get involved & maximize them

05:07 #3 Identify your risks (your internal risk & your portfolio’s risk)

07:54 #4 Taxes

10:49 Recap of the steps & action items you can take now.

13:00 How to get more assistance with revamping your retirement

Have specific questions for Tom and the team at Mosley Wealth Management? Contact us here 👇 https://mosleywealthmanagement.com/contact/

==============================================

If you enjoy this content, please 𝐒𝐔𝐁𝐒𝐂𝐑𝐈𝐁𝐄! https://www.youtube.com/channel/UCPMvD3G1cZA1Kz4CKnwynhA?sub_confirmation=1

==============================================

⭐ 𝐂𝐎𝐍𝐍𝐄𝐂𝐓 𝐖𝐈𝐓𝐇 𝐔𝐒 𝐎𝐍 𝐒𝐎𝐂𝐈𝐀𝐋 𝐌𝐄𝐃𝐈𝐀⭐

- Facebook: https://www.facebook.com/mosleyeaseintoretirement

- Instagram: https://www.instagram.com/easeintoretirement/

- LinkedIn: https://www.linkedin.com/company/mosley-wealth-management

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

#RetirementReadiness

#DoIHaveEnoughToRetire

#RetirementIncome

#RetirementPlanning

#RetirementStrategy

#FinancialEducation

#FinancialLiteracy

#HowToRetireEarly

#RetirementPlanningAt50

#RetirementPlanningAt60

#HowMuchDoINeedToRetire

#HowToRetireEarly

#RetirementPlanningTips

#FinancialAdvisor

#SocialSecurity

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.

Are you asking yourself, “𝗛𝗼𝘄 𝗗𝗼 𝗜 𝗞𝗻𝗼𝘄 𝗶𝗳 𝗜 𝗛𝗮𝘃𝗲 𝗘𝗻𝗼𝘂𝗴𝗵 𝘁𝗼 𝗥𝗲𝘁𝗶𝗿𝗲?” While studies show that a large majority of current retirees feel they have enough to live comfortably, other studies show that less than half of all pre-retirees feel they have enough. With so many viewpoints, Inflation, longer life spans, and unpredictable markets, determining if you have enough money to retire comfortably can feel overwhelming and confusing – and it differs for each person.

So how do you know if YOU have enough? It depends on several things. Today we’re going to share 4 important indicators that will help you assess your particular financial readiness and give you actionable steps to determine whether you have enough to retire & secure your future.

Jump to a segment using the 𝘁𝗶𝗺𝗲𝘀𝘁𝗮𝗺𝗽𝘀 𝗯𝗲𝗹𝗼𝘄! 👇

TIMESTAMPS

00:00 How do I know if I have enough to retire?

00:54 #1 Look at your budget

02:39 #2 Assess your income

04:44 #3 Review your investments & retirement accounts

07:00 #4 Look at your debt

09:56 Review

Have specific questions for Tom and the team at Mosley Wealth Management? Contact us here 👇 https://mosleywealthmanagement.com/contact/

==============================================

If you enjoy this content, please 𝐒𝐔𝐁𝐒𝐂𝐑𝐈𝐁𝐄! https://www.youtube.com/channel/UCPMvD3G1cZA1Kz4CKnwynhA?sub_confirmation=1

==============================================

⭐ 𝐂𝐎𝐍𝐍𝐄𝐂𝐓 𝐖𝐈𝐓𝐇 𝐔𝐒 𝐎𝐍 𝐒𝐎𝐂𝐈𝐀𝐋 𝐌𝐄𝐃𝐈𝐀⭐

- Facebook: https://www.facebook.com/mosleyeaseintoretirement

- Instagram: https://www.instagram.com/easeintoretirement/

- LinkedIn: https://www.linkedin.com/company/mosley-wealth-management

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

#RetirementReadiness

#DoIHaveEnoughToRetire

#RetirementIncome

#RetirementPlanning

#RetirementStrategy

#FinancialEducation

#FinancialLiteracy

#HowToRetireEarly

#RetirementPlanningAt50

#RetirementPlanningAt60

#HowMuchDoINeedToRetire

#HowToRetireEarly

#RetirementPlanningTips

#FinancialAdvisor

#SocialSecurity

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.

Turning 65 comes with more than just a birthday cake and candles—it’s a major milestone in your healthcare journey. For many, it’s time to make one of the most important decisions of retirement – choosing your Medicare plan. But with so many options and fine print, where do you even begin?

In today's podcast, 𝘄𝗲'𝗿𝗲 𝗯𝗿𝗲𝗮𝗸𝗶𝗻𝗴 𝗱𝗼𝘄𝗻 𝗠𝗲𝗱𝗶𝗰𝗮𝗿𝗲 𝗶𝗻 𝗿𝗲𝗮𝗹𝗹𝘆 𝘀𝗶𝗺𝗽𝗹𝗲 𝘁𝗲𝗿𝗺𝘀 𝗮𝗻𝗱 𝘀𝗵𝗼𝘄 𝘆𝗼𝘂 𝘁𝗵𝗮𝘁 𝗮𝘁 𝘁𝗵𝗲 𝗲𝗻𝗱 𝗼𝗳 𝘁𝗵𝗲 𝗱𝗮𝘆, 𝗠𝗲𝗱𝗶𝗰𝗮𝗿𝗲 𝗶𝘀 𝗮𝘀 𝘀𝗶𝗺𝗽𝗹𝗲 𝗮𝘀 𝗔, 𝗕, 𝗖, & 𝗗.Let’s take the confusion out of Medicare and turn it into clarity—so you can make the right choices for yourself.

Jump to a segment using the 𝘁𝗶𝗺𝗲𝘀𝘁𝗮𝗺𝗽𝘀 𝗯𝗲𝗹𝗼𝘄! 👇

TIMESTAMPS

00:00 Medicare is as Easy as A, B, C, & D

00:34 Medicare A & B (Provides 80% Coverage)

02:12 The 20% Option: Medicare Supplement/Medigap

02:53 How it works

03:17 Who it works for

04:10 Medicare Part D

06:04 Medicare Part C

07:20 Medicare Supplement vs. Medicare Advantage

08:50 Reasons to Choose Supplement over Advantage

11:20 Why Health is an Important to Your Retirement Plan

12:41 How to Secure Help Deciding on Your Plan & Retirement

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

https://mosleywealthmanagement.com/contact/

==============================================

If you enjoy this content, please 𝐒𝐔𝐁𝐒𝐂𝐑𝐈𝐁𝐄! https://www.youtube.com/channel/UCPMvD3G1cZA1Kz4CKnwynhA?sub_confirmation=1

==============================================

⭐ 𝐂𝐎𝐍𝐍𝐄𝐂𝐓 𝐖𝐈𝐓𝐇 𝐔𝐒 𝐎𝐍 𝐒𝐎𝐂𝐈𝐀𝐋 𝐌𝐄𝐃𝐈𝐀⭐

- Facebook: https://www.facebook.com/mosleyeaseintoretirement

- Instagram: https://www.instagram.com/easeintoretirement/

- LinkedIn: https://www.linkedin.com/company/mosley-wealth-management

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

#Medicare

#Medicare Advantage vs. Supplement

#RetirementIncome

#RetirementPlanning

#RetirementStrategy

#FinancialEducation

#FinancialLiteracy

#HowToRetireEarly

#RetirementPlanningAt50

#RetirementPlanningAt60

#HowMuchDoINeedToRetire

#HowToRetireEarly

#RetirementPlanningTips

#FinancialAdvisor

#SocialSecurity

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.