Episode 64: "The Case for Semi-Retirement (the greatest life hack ever?)"

Are you ready to rethink retirement? For decades, the traditional path has been to work hard until your 60s, then retire completely. But with longer life expectancies and the desire for better work-life balance, this all-or-nothing approach may no longer make sense. In this episode Tom & Kristin dive into why semi-retirement could be your best financial and personal move. We’ll explore the benefits of semi-retirement when it comes to Social Security, retirement savings, tax strategies, and how it allows you to stay engaged with work without burning out. Plus, we’ll talk about the emotional benefits—how easing into retirement can help you feel purposeful, keep up with relationships, and do what you love while getting paid for it. Whether you’re looking for financial stability or more life balance, semi-retirement might be the perfect solution for you. Join us as we break down how semi-retirement could be the key to enjoying your golden years without giving up on your income or passions. Jump to a segment using the 𝘁𝗶𝗺𝗲𝘀𝘁𝗮𝗺𝗽𝘀 𝗯𝗲𝗹𝗼𝘄! 👇 TIMESTAMPS 00:00 The Case for Semi Retirement (the greatest life hack ever?) 09:27 Semi Retirement & Social Security 14:10 Semi Retirement & Retirement Savings 28:12 Semi Retirement & Benefits 35:55 Semi Retirement & Taxes 40:40 Semi Retirement & Doing What You Love 43:45 Semi Retirement as a relational bridge 46:43 Social Security Fairness Act (Getting rid of WEP & GPO) 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
#SemiRetirement #worklifebalance #finanicalstability #RetirementLifeHack #TaxStrategiesinRetirement #RetirementSavings #Retirement #HowtoPrepareforRetirement #RetirementTips #RetirementPlanning #RetirementStrategy 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.