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April 10, 2025 โ€ข 52 mins
In this follow-up to last weekโ€™s episode on Risks in Retirement, we dive even deeper into the challenges that can derail your retirement plans if you're not prepared.This week, we focus on housing and real estate risks, including:๐Ÿก The rising costs of homeowners insurance and home repairs๐Ÿ” The pros and cons of owning vs. renting in retirement๐Ÿšš The risks that come with relocating out of state๐Ÿ’ธ How mortgages can complicate your retirement cash flow
We wrap up with a thoughtful discussion on two final topics, family and legacy risksโ€”from supporting family members to making sure your estate plans reflect your true intentions, and the associated behavioral & physiological risks that can be encountered as you age in retirement. Whether you're already retired or preparing for it, this episode is packed with valuable insights to help you protect what you've built and plan for whatโ€™s ahead.๐Ÿ‘‰ Start building a plan that works for youโ€”watch now!๐Ÿ”” Subscribe for more retirement planning tips!๐Ÿ‘ Like & Share if this video helped you!#RetirementPlanning #RetirementRisks #FinancialSecurity #RetirementBlueprint #SocialSecurityRisks #BudgetingForRetirement #PensionPlanning #InflationRisk
Jump to a segment using the ๐˜๐—ถ๐—บ๐—ฒ๐˜€๐˜๐—ฎ๐—บ๐—ฝ๐˜€ ๐—ฏ๐—ฒ๐—น๐—ผ๐˜„! ๐Ÿ‘‡TIMESTAMPS00:00 Even More Risks in Retirement02:30 Housing & real estate risks14:35 To move or not to move?23:08 Beware of Reverse Mortgages28:58 Family & legacy risks39:35 The behavioral & physiological risks in retirementHave specific questions for Tom and the team at Mosley Wealth Management? Contact us here ๐Ÿ‘‰ https://mosleywealthmanagement.com/contact/ ===============================================If you enjoy this content, please ๐’๐”๐๐’๐‚๐‘๐ˆ๐๐„! https://www.youtube.com/channel/UCPMvD3G1cZA1Kz4CKnwynhA?sub_confirmation=1=============================================== โญ ๐‚๐Ž๐๐๐„๐‚๐“ ๐–๐ˆ๐“๐‡ ๐”๐’ ๐Ž๐ ๐’๐Ž๐‚๐ˆ๐€๐‹ ๐Œ๐„๐ƒ๐ˆ๐€โญ - 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 #RetirementRisks #FinancialSecurity #RetirementBlueprint #LongevityRisk #MarketRisk #TaxPlanning #LongTermCare #Social Security #Retirement #RetirementReady #FinanicalAdvisors #RetirementSavings #HowtoPrepareforRetirement #RetirementTips #RetirementStrategy
DISCLOSURE: Investment advisory services offered by duly registered individuals through Mosley Wealth Management, Inc. (โ€œMWMโ€). 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.







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