𝗔𝗿𝗲 𝘆𝗼𝘂 𝗽𝗹𝗮𝗻𝗻𝗶𝗻𝗴 𝘁𝗼 𝗿𝗲𝘁𝗶𝗿𝗲 𝗶𝗻 𝘁𝗵𝗲 𝗻𝗲𝘅𝘁 𝟱 𝘆𝗲𝗮𝗿𝘀? Whether you're aiming for early retirement in your 50s or holding off until your 60s or 70s, there are critical steps you MUST take now to secure the retirement you’ve always dreamed of. 🚀
In this video, retirement expert Tom Mosley reveals 5 essential steps you need to take before making the big transition. From identifying your income sources to reducing debt, managing risk, tackling taxes, and polishing your plan, these tips will help you build a solid retirement foundation.
✅ If you’re serious about creating a successful retirement, don’t miss these 5 crucial steps! Start planning now to achieve the retirement lifestyle you deserve.
📌 Timestamps — Jump to any segment below!00:00 Intro00:20 🔑 Step 1: Identify Your Income Sources01:45 🔑 Step 2: Diminish Your Debt02:40 🔑 Step 3: Reduce Your Risk03:40 🔑 Step 4: Tackle Your Taxes04:45 📋 Recap: Top 4 Things to Do Before Retiring05:40 🔑 Step 5: Polish Your Plan & What It Needs to Include06:45 📌 Your To-Do List & Next Steps
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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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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.