EASE Into Retirement Tom Mosley

If you’re scared of running out of money in
retirement, you’re not alone. In fact, it’s the #1 fear for people 58 and over. One option to guarantee income in retirement is to include a new & improved annuity into your overall retirement plan. In today’s video, Tom provides an overview on Fixed Indexed Annuities, and shares 5 reasons you may want to consider giving them a second look this year as part of your retirement strategy.

 

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𝗯𝗲𝗹𝗼𝘄!
👇

 TIMESTAMPS

00:00 Why the newer annuities are worth a look.

01:03 Reason #1 – The Bells & Whistles

02:00 Reason #2 – Principal Protection

02:50 Reason #3 – Prospect for Growth

03:32 Reason #4 – Grows Tax Deferred

04:02 Reason #5 – Insured Income

04:50 Why the newer annuities are worth checking out.

05:30 How to get more detailed info on annuities.

06:01 End

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⭐

- 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

 

#Annuities in 2024

#RunningOutOfMoneyinRetirement

#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 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.

 

 

 

 

 

 

 

Have you recently been laid off or sensing one on the horizon just as you're nearing retirement? Are you uncertain about what steps to take and wondering if you can just go ahead and retire? In today’s video, Tom walks
you through the 5 essential steps you need to take now so you can assess your options, and determine if retirement is the best path forward for you.

Jump to a segment using the 𝘁𝗶𝗺𝗲𝘀𝘁𝗮𝗺𝗽𝘀
𝗯𝗲𝗹𝗼𝘄!
👇



TIMESTAMPS

00:00 Laid off near retirement? What Should You Do?

00:15 #1 Take a breath.

01:45 #2 Analyze where you are.

03:18 #3 What are your immediate needs?

05:31 #4 Will I go back to work?

07:12 #5 Be careful about your taxes.

09:20 Creating a retirement plan/blueprint will help you
prepare for these kinds of situations.

10:23 Need help?

10:59 End

  

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!
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==========================================

 ⭐ 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

 #NaviagingLayoffsNearRetirement

#LaidOffNearRetirement

#LayoffsNearRetirement

#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 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.

 

 

 

 

 

 

 

Could social security really reduce your future benefits by
as much as 20%? Is this threat real? In today’s video, Tom delves into the looming threat facing Social Security and explains how it could affect you and your benefits. He shares why the system is currently broken, what the
reduction will mean to you, and provides some ideas on what to do should Congress fail to act despite decades of warnings.

Tom shares the startling statistics behind Social Security's
financial strain and why it’s important to act now. Learn how the 20% reduction in benefits could translate to a significant loss in income for you and fellow retirees,
potentially leaving millions without essential financial support.

 Don't leave your retirement security to chance. Empower
yourself with the knowledge and tools to build a resilient financial plan.

 Jump to a segment using the 𝘁𝗶𝗺𝗲𝘀𝘁𝗮𝗺𝗽𝘀
𝗯𝗲𝗹𝗼𝘄!
👇

 TIMESTAMPS

00:00 What happens if Social Security cuts benefits by 20%?

00:00 Is the threat real?

01:52 How the Social Security cuts could affect your income.

03:17 Steps to take should Social Security move forward with
the benefit cuts.

04:35 How to build your own retirement plan.

05:36 How to maximize your income.

06:38 End

 

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

#SocialSecurityBenefitCuts

#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 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.

 

 

 

 

 

 

 

Whether you leave a job, retire, or are laid off and you
have a 401(k), you'll need to decide what to do with it. In this video, Tom shares the 4 options you have to maximize your 401(k) when you leave your job, including the pros and cons of each option. He also discusses how timing is a
crucial factor in determining the best choice for your specific situation.

If you're anticipating leaving your job or have recently
been laid off, educate yourself on these 401(k) options so you can make the best decision for your financial future.

Jump to a segment using the 𝘁𝗶𝗺𝗲𝘀𝘁𝗮𝗺𝗽𝘀
𝗯𝗲𝗹𝗼𝘄!
👇

TIMESTAMPS

00:00 Maximize Your 401(K) – 4 Options to Consider When You
Leave Your Job.

00:25 Option #1 Leave your 401(k) where it is.

01:27 Option #2 Take it with you to a new job.

02:40 Option #3 Rollover your 401(k) to an IRA.

03:58 Option #4 Cash out your 401(K) (and why this is
usually a bad idea).

04:53 How timing impacts your 401(k) decision.

05:52 Determining the right 401(k) option for your
situation.

06:43 Get help choosing the best 401(k) option.

07:15 End

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!
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===========================================


⭐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

 

#MaximizeYOur401K

#401KRollover

#LaidOffwitha401K

#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 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.

 

In today’s 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.  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 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 👇

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

 

#HowToBuildARetirementPlan

#CreatingARetirementPlan

#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 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 provid

Knowing when to start Social Security is a critical decision
that can have a significant impact on your retirement income.  In this video Tom walks you through the 3 essential questions you need to ask yourself to determine the optimal time to start receiving Social Security.

 1) When is the right age to claim benefits based on
your life expectancy and break-even analysis?

 2) What are your contingency plans should Social
Security reforms or benefit cuts affect your future payments?

 3) How will you address the gap between your
desired retirement income and projected social security benefits to ensure you have sufficient savings and income streams?

With clear examples and expert insights, Tom provides a framework to evaluate your personal circumstances, longevity risk, and retirement goals so you can optimize your Social Security timing and secure your financial
future in retirement.  

Jump to a segment using the 𝘁𝗶𝗺𝗲𝘀𝘁𝗮𝗺𝗽𝘀
𝗯𝗲𝗹𝗼𝘄!
👇

 

TIMESTAMPS

00:00 When to Start Social Security? 3 Questions to ask
yourself.

00:29 Question #1: When should you turn on Social Security?

01:58 Question #2: What are you going to do if benefit cuts affect future payments?

03:10 Questions #3: How are you going to address the gap between your desired income and projected Social Security benefits?

04:06 The benefits of an income plan

05:49 End

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

 

#WhenToStartSocialSecurity

#SocialSecurityBenefits

#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 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.