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July 3, 2025 β€’ 54 mins
In this episode, we uncover the β€œinvestment crimes” you may be committing without realizing itβ€”like chasing unrealistic returns, neglecting taxes, or relying on windfalls. Using infamous criminals like Al Capone, the Wolf of Wall Street, and D.B. Cooper as cautionary tales, we highlight what not to do with your money in retirementβ€”and how to stay financially free.
Chapters00:00 Investment Crimes You May Be Committing06:36 Chasing unrealistic returns (Ponzi)14:50 Neglecting tax obligations (Al Capone)22:57 Determine your tax liability at easemytaxbill.com28:10 Reckless financial behavior (Wolf of Wall Street)41:11 Failing to Plan (John Dillinger)47:31 Relying on one-time windfalls (D.B.Cooper)
#RetirementMistakes #RetirementPlanning #RetirementBudget #NearRetirement
Ready to plan your retirement? Do you 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 π’π”ππ’π‚π‘πˆππ„! https://www.youtube.com/channel/UCPMvD3G1cZA1Kz4CKnwynhA?sub_confirmation=1===============================================
⭐ π‚πŽπππ„π‚π“ π–πˆπ“π‡ 𝐔𝐒 𝐎𝐍 π’πŽπ‚πˆπ€π‹ πŒπ„πƒπˆπ€β­ - 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 #Retirement#HowtoPrepareforRetirement #RetirementTips #RetirementStrategy

DISCLOSURE: Investment advisory services offered by duly registered individuals through Mosley Wealth Management, Inc. (β€œMWM”). 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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