How you conduct yourself financially should reflect which of 𝘁𝗵𝗿𝗲𝗲 𝗳𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗽𝗹𝗮𝗻𝗻𝗶𝗻𝗴 𝗽𝗵𝗮𝘀𝗲𝘀 of your journey you’re currently in:
📈 𝗔𝗰𝗰𝘂𝗺𝘂𝗹𝗮𝘁𝗶𝗼𝗻
🔐 𝗣𝗿𝗲𝘀𝗲𝗿𝘃𝗮𝘁𝗶𝗼𝗻
💵 or 𝗗𝗶𝘀𝘁𝗿𝗶𝗯𝘂𝘁𝗶𝗼𝗻
To demonstrate this, Tom Mosley (in the preservation & distribution phases) and Travis Hawley (accumulation phase) tackle a variety of retirement planning topics and how the approaches can be 𝘀𝗶𝗺𝗶𝗹𝗮𝗿 and instances when they 𝘀𝗵𝗼𝘂𝗹𝗱𝗻’𝘁 𝗯𝗲 𝗺𝗼𝗿𝗲 𝗱𝗶𝗳𝗳𝗲𝗿𝗲𝗻𝘁.
For the 21st edition of 𝙍𝙞𝙜𝙝𝙩 𝙤𝙣 𝙩𝙝𝙚 𝙈𝙤𝙣𝙚𝙮, Rebecca Powers sat down with Tom and Travis to evaluate and discuss these differing viewpoints as well as topics like Social Security, the future of taxes and 𝗺𝘂𝗰𝗵, 𝗠𝗨𝗖𝗛 𝗠𝗢𝗥𝗘!
👇Jump to a specific segment using the 𝗧𝗜𝗠𝗘𝗦𝗧𝗔𝗠𝗣𝗦 below! 👇
𝗧𝗜𝗠𝗘𝗦𝗧𝗔𝗠𝗣𝗦
00:00 Simplify the complicated topic of inflation
03:33 Interest rate hikes and the housing market
05:02 The good and bad of a market downturn
06:37 Come in for a complimentary no-obligation meeting!
10:28 Market volatility and how to ride it out
14:55 Debt and how to pay it down
16:20 Let us help you develop a spending plan!
19:40 When should you turn on Social Security?
21:21 Rollovers and how they can help you save
23:05 The national debt and its effect on future taxes
24:18 The three asset buckets
26:37 Set up an appointment with our All-Star advisors!
Have specific questions you would like to address with Tom and the team at Mosley Wealth Management?
Request a complimentary visit here 👇
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Schedule a 15-min phone call with a member of our team here:
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If you enjoy this content, please 𝐒𝐔𝐁𝐒𝐂𝐑𝐈𝐁𝐄, 𝐥𝐢𝐤𝐞, 𝐨𝐫 𝐬𝐡𝐚𝐫𝐞!
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⭐ 𝐂𝐎𝐍𝐍𝐄𝐂𝐓 𝐖𝐈𝐓𝐇 𝐔𝐒 𝐎𝐍 𝐒𝐎𝐂𝐈𝐀𝐋 𝐌𝐄𝐃𝐈𝐀⭐
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#inflation
#interestrates
#socialsecurity
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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 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.
