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April 24, 2025 54 mins
Knowing how and when to claim your Social Security is one of the most important retirement decisions you’ll make. In today’s video, retirement expert Tom Mosley breaks down the key things you need to consider before locking in your benefits.
•The truth on Social Security “going broke” – what’s fact vs. fiction•How to determine the best age to claim Social Security for your situation•Why you won’t get personalized advice from the Social Security Administration•Social Security strategies for married couples•Claiming strategies if your single or divorced
Claiming Social Security is not one-size-fits-all. Your income needs, longevity, and life circumstances all play a role. Don’t make this decision in the dark, - learn how to optimize your benefits and retire with confidence. #SocialSecurity #RetirementPlanning #OptimizeSocialSecurity #Tom Mosley #WhenToTakeSocialSecurity #RetirementStrategies #BudgetingForRetirement Jump to a segment using the 𝘁𝗶𝗺𝗲𝘀𝘁𝗮𝗺𝗽𝘀 𝗯𝗲𝗹𝗼𝘄! 👇TIMESTAMPS00:00 The Most Important Tips to Optimize YOUR Social Security06:40 Social Security going away? Going broke?09:14 The Social Security numbers – then & now14:40 How to optimize your social security16:27 The key ages to know27:00 Learn about Social Security in person32:50 The Social Security Administration does not give advice33:55 Optimizing Social Security based on marriage status41:00 Optimizing Social Security options for singles or divorced 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-managementLearn the key components you need to include in your retirement plan. Check this video out: https://youtu.be/QkJzvbZ_gDs
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.






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