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Financial Services Radio Advertising and Radio Commercial
Financial Services Radio Commercial - Talk With Radio Advertising Experts Today, Call 231-468-9972 or visit http://www.bestradiocommercials.com/
published: 12 Sep 2011
-
Callaghan Financial Services - Talk Radio Europe Advert
Listen in to our advert on Talk Radio Europe starting on 01/03/17. Callaghan Financial Services will be the proud sponsors of the Hannah Murray breakfast show. Assisting expats with UK pension transfers since 2006. Free initial assessment on all your existing plans. www.gcqrops.com - E-Mail info@gcqrops.com
published: 25 Jan 2017
-
UK Financial Services Authority - Radio Advert
An advert aired a few years ago for the UK Government Agency
published: 30 Jan 2010
-
The #1 Mistake People Make When They Use a Financial Advisor
The #1 Mistake People Make When They Use a Financial Advisor
Nix the guesswork and scrolling. We’ll connect you with investment pros we trust: https://bit.ly/3rTvfQ4
Did you miss the latest Ramsey Show episode? Don’t worry—we’ve got you covered! Get all the highlights you missed plus some of the best moments from the show. Watch debt-free screams, Dave Rants, guest interviews, and more!
Want to watch FULL episodes of The Ramsey Show? Make sure to go to The Ramsey Show (Full Episodes) at: https://www.youtube.com/c/TheRamseyShowEpisodes?sub_confirmation=1
Check out the show at 4pm EST Monday-Friday or anytime on demand. Dave Ramsey and his co-hosts talking about money, careers, relationships, and how they impact your life. Tune in to The Ramsey Show and experience one of the most popular ...
published: 03 May 2018
-
Radio Show
Jeff and Erin are live and local every Saturday from 10:00-11:00 A.M (CST) on the Big 550 KTRS, answering some of the most confusing questions we face when dealing with retirement and finding the right medical coverage. They pride themselves on their no-nonsense approach to educating listeners about retirement and welcome anyone to call in.
This dynamic duo brings a breath of fresh air to the radio waves by combining their years of experience in the financial and medical fields with a humorous father/daughter relationship that will keep you entertained and informed.
If you haven’t had a chance to catch an episode, the show airs on KTRS on Saturday mornings and features Jeff and Erin talking about all things retirement; including long-term care, life insurance, investment choices, risk ma...
published: 06 Jul 2021
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Benedict Cumberbatch - Financial Services Compensation Scheme Radio ADs
More info here http://www.fscs.org.uk/protected
published: 05 Aug 2013
-
Who's Your Financial Coach? (Radio Spot)
Whether it's football or personal finances, a great coach can make all the difference.
©2016 First Command Financial Services, Inc. parent of First Command Financial Planning, Inc. (Member SIPC, FINRA) and First Command Advisory Services, Inc. Securities and brokerage services are offered by First Command Financial Planning, Inc., a broker-dealer. Financial planning and investment advisory services are offered by First Command Advisory Services, Inc., an investment adviser. A financial plan, by itself, cannot assure that retirement or other financial goals will be met.
published: 03 Sep 2016
-
Sarah Hall on BBC Radio 4's The Briefing Room: financial services
Without a Brexit deal, Professor Sarah Hall says she thinks its less likely some areas of financial services will receive equivalence decisions, which allow them to access the EU single market
published: 08 Dec 2020
-
MAR 21, 2024 | Public Safety, Finance & Strategic Support Committee
City of San José, California
Public Safety, Finance & Strategic Support Committee, March 21, 2024
This public meeting will be held at San José City Hall and also accessible via Zoom Webinar. For information on public viewing via Zoom, please refer to the linked meeting agenda below.
Agenda: https://sanjose.legistar.com/View.ashx?M=A&ID=1180770&GUID=DE38E0E9-4EBF-41F2-B935-397CFC82508A
published: 22 Mar 2024
-
𝗙𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗥𝗲𝘀𝗼𝗹𝘂𝘁𝗶𝗼𝗻𝘀 𝘁𝗼 𝗠𝗮𝗸𝗲 𝗳𝗼𝗿 𝗥𝗲𝘁𝗶𝗿𝗲𝗺𝗲𝗻𝘁! (𝗥𝗶𝗴𝗵𝘁 𝗼𝗻 𝘁𝗵𝗲 𝗠𝗼𝗻𝗲𝘆 𝗥𝗮𝗱𝗶𝗼 𝗦𝗵𝗼𝘄 𝗘𝗣 𝟭𝟯)
Preparing for retirement financially can be overwhelming! 😒𝗜𝗻 𝘁𝗼𝗱𝗮𝘆'𝘀 𝘀𝗵𝗼𝘄, 𝗧𝗼𝗺 𝗼𝘂𝘁𝗹𝗶𝗻𝗲𝘀 𝘁𝗵𝗲 𝘀𝗶𝗺𝗽𝗹𝗲 𝗳𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗿𝗲𝘀𝗼𝗹𝘂𝘁𝗶𝗼𝗻𝘀 𝘁𝗼 𝗺𝗮𝗸𝗲 𝗳𝗼𝗿 𝗿𝗲𝘁𝗶𝗿𝗲𝗺𝗲𝗻𝘁, 𝗮𝘀 𝘄𝗲𝗹𝗹 𝗮𝘀 𝗱𝗲𝘁𝗮𝗶𝗹𝘀 𝘁𝗵𝗲 𝘀𝗽𝗲𝗰𝗶𝗳𝗶𝗰 𝘀𝘁𝗲𝗽𝘀 𝘆𝗼𝘂 𝘀𝗵𝗼𝘂𝗹𝗱 𝘁𝗮𝗸𝗲 𝗻𝗼𝘄 𝘁𝗵𝗮𝘁 𝘄𝗶𝗹𝗹 𝗵𝗲𝗹𝗽 𝗽𝘂𝘁 𝘆𝗼𝘂 𝗼𝗻 𝘁𝗵𝗲 𝗿𝗶𝗴𝗵𝘁 𝗽𝗮𝘁𝗵 𝘁𝗼𝘄𝗮𝗿𝗱𝘀 𝗮 𝘀𝘂𝗰𝗰𝗲𝘀𝘀𝗳𝘂𝗹 𝗿𝗲𝘁𝗶𝗿𝗲𝗺𝗲𝗻𝘁. He also shares some of the key economic headwinds you need to be aware of in 2024 (*economic headwinds are the things that can slow you down from reaching your goals), and address some of the biggest changes retirees encounter as they begin their retirement years. So, take a listen now and take the steps you need to reboot your 2024 financial goals and ease into retirement.
Jump to a segment using the 𝘁𝗶𝗺𝗲𝘀𝘁𝗮𝗺𝗽𝘀 𝗯𝗲𝗹𝗼𝘄! 👇
TIMESTAMPS
00:00 Financial Resolutions to make for retirement.
02:15 Get Started! Start to sav...
published: 07 Mar 2024
1:01
Financial Services Radio Advertising and Radio Commercial
Financial Services Radio Commercial - Talk With Radio Advertising Experts Today, Call 231-468-9972 or visit http://www.bestradiocommercials.com/
Financial Services Radio Commercial - Talk With Radio Advertising Experts Today, Call 231-468-9972 or visit http://www.bestradiocommercials.com/
https://wn.com/Financial_Services_Radio_Advertising_And_Radio_Commercial
Financial Services Radio Commercial - Talk With Radio Advertising Experts Today, Call 231-468-9972 or visit http://www.bestradiocommercials.com/
- published: 12 Sep 2011
- views: 1613
0:40
Callaghan Financial Services - Talk Radio Europe Advert
Listen in to our advert on Talk Radio Europe starting on 01/03/17. Callaghan Financial Services will be the proud sponsors of the Hannah Murray breakfast show. ...
Listen in to our advert on Talk Radio Europe starting on 01/03/17. Callaghan Financial Services will be the proud sponsors of the Hannah Murray breakfast show. Assisting expats with UK pension transfers since 2006. Free initial assessment on all your existing plans. www.gcqrops.com - E-Mail info@gcqrops.com
https://wn.com/Callaghan_Financial_Services_Talk_Radio_Europe_Advert
Listen in to our advert on Talk Radio Europe starting on 01/03/17. Callaghan Financial Services will be the proud sponsors of the Hannah Murray breakfast show. Assisting expats with UK pension transfers since 2006. Free initial assessment on all your existing plans. www.gcqrops.com - E-Mail info@gcqrops.com
- published: 25 Jan 2017
- views: 14845
0:42
UK Financial Services Authority - Radio Advert
An advert aired a few years ago for the UK Government Agency
An advert aired a few years ago for the UK Government Agency
https://wn.com/UK_Financial_Services_Authority_Radio_Advert
An advert aired a few years ago for the UK Government Agency
- published: 30 Jan 2010
- views: 1447
9:13
The #1 Mistake People Make When They Use a Financial Advisor
The #1 Mistake People Make When They Use a Financial Advisor
Nix the guesswork and scrolling. We’ll connect you with investment pros we trust: https://bit.ly/3r...
The #1 Mistake People Make When They Use a Financial Advisor
Nix the guesswork and scrolling. We’ll connect you with investment pros we trust: https://bit.ly/3rTvfQ4
Did you miss the latest Ramsey Show episode? Don’t worry—we’ve got you covered! Get all the highlights you missed plus some of the best moments from the show. Watch debt-free screams, Dave Rants, guest interviews, and more!
Want to watch FULL episodes of The Ramsey Show? Make sure to go to The Ramsey Show (Full Episodes) at: https://www.youtube.com/c/TheRamseyShowEpisodes?sub_confirmation=1
Check out the show at 4pm EST Monday-Friday or anytime on demand. Dave Ramsey and his co-hosts talking about money, careers, relationships, and how they impact your life. Tune in to The Ramsey Show and experience one of the most popular talk radio shows in the country!
Ramsey Network (Subscribe Now!)
• The Ramsey Show (Highlights):
https://www.youtube.com/c/TheRamseyShow?sub_confirmation=1
• The Ramsey Show (Full Episodes): https://www.youtube.com/c/TheRamseyShowEpisodes?sub_confirmation=1
• The Dr. John Delony Show: https://www.youtube.com/c/JohnDelony?sub_confirmation=1
• The Rachel Cruze Show: https://www.youtube.com/user/RachelCruze?sub_confirmation=1
• Anthony ONeal: https://www.youtube.com/user/aonealministries?sub_confirmation=1
• The Ken Coleman Show: https://www.youtube.com/c/TheKenColemanShow?sub_confirmation=1
• The Christy Wright Show: https://www.youtube.com/c/ChristyWright?sub_confirmation=1
• EntreLeadership: https://www.youtube.com/c/entreleadership?sub_confirmation=1
https://wn.com/The_1_Mistake_People_Make_When_They_Use_A_Financial_Advisor
The #1 Mistake People Make When They Use a Financial Advisor
Nix the guesswork and scrolling. We’ll connect you with investment pros we trust: https://bit.ly/3rTvfQ4
Did you miss the latest Ramsey Show episode? Don’t worry—we’ve got you covered! Get all the highlights you missed plus some of the best moments from the show. Watch debt-free screams, Dave Rants, guest interviews, and more!
Want to watch FULL episodes of The Ramsey Show? Make sure to go to The Ramsey Show (Full Episodes) at: https://www.youtube.com/c/TheRamseyShowEpisodes?sub_confirmation=1
Check out the show at 4pm EST Monday-Friday or anytime on demand. Dave Ramsey and his co-hosts talking about money, careers, relationships, and how they impact your life. Tune in to The Ramsey Show and experience one of the most popular talk radio shows in the country!
Ramsey Network (Subscribe Now!)
• The Ramsey Show (Highlights):
https://www.youtube.com/c/TheRamseyShow?sub_confirmation=1
• The Ramsey Show (Full Episodes): https://www.youtube.com/c/TheRamseyShowEpisodes?sub_confirmation=1
• The Dr. John Delony Show: https://www.youtube.com/c/JohnDelony?sub_confirmation=1
• The Rachel Cruze Show: https://www.youtube.com/user/RachelCruze?sub_confirmation=1
• Anthony ONeal: https://www.youtube.com/user/aonealministries?sub_confirmation=1
• The Ken Coleman Show: https://www.youtube.com/c/TheKenColemanShow?sub_confirmation=1
• The Christy Wright Show: https://www.youtube.com/c/ChristyWright?sub_confirmation=1
• EntreLeadership: https://www.youtube.com/c/entreleadership?sub_confirmation=1
- published: 03 May 2018
- views: 794584
0:35
Radio Show
Jeff and Erin are live and local every Saturday from 10:00-11:00 A.M (CST) on the Big 550 KTRS, answering some of the most confusing questions we face when deal...
Jeff and Erin are live and local every Saturday from 10:00-11:00 A.M (CST) on the Big 550 KTRS, answering some of the most confusing questions we face when dealing with retirement and finding the right medical coverage. They pride themselves on their no-nonsense approach to educating listeners about retirement and welcome anyone to call in.
This dynamic duo brings a breath of fresh air to the radio waves by combining their years of experience in the financial and medical fields with a humorous father/daughter relationship that will keep you entertained and informed.
If you haven’t had a chance to catch an episode, the show airs on KTRS on Saturday mornings and features Jeff and Erin talking about all things retirement; including long-term care, life insurance, investment choices, risk management, tax efficiency, income taxes, individual healthcare options and Medicare options.
https://wn.com/Radio_Show
Jeff and Erin are live and local every Saturday from 10:00-11:00 A.M (CST) on the Big 550 KTRS, answering some of the most confusing questions we face when dealing with retirement and finding the right medical coverage. They pride themselves on their no-nonsense approach to educating listeners about retirement and welcome anyone to call in.
This dynamic duo brings a breath of fresh air to the radio waves by combining their years of experience in the financial and medical fields with a humorous father/daughter relationship that will keep you entertained and informed.
If you haven’t had a chance to catch an episode, the show airs on KTRS on Saturday mornings and features Jeff and Erin talking about all things retirement; including long-term care, life insurance, investment choices, risk management, tax efficiency, income taxes, individual healthcare options and Medicare options.
- published: 06 Jul 2021
- views: 39173
0:36
Who's Your Financial Coach? (Radio Spot)
Whether it's football or personal finances, a great coach can make all the difference.
©2016 First Command Financial Services, Inc. parent of First Command Fi...
Whether it's football or personal finances, a great coach can make all the difference.
©2016 First Command Financial Services, Inc. parent of First Command Financial Planning, Inc. (Member SIPC, FINRA) and First Command Advisory Services, Inc. Securities and brokerage services are offered by First Command Financial Planning, Inc., a broker-dealer. Financial planning and investment advisory services are offered by First Command Advisory Services, Inc., an investment adviser. A financial plan, by itself, cannot assure that retirement or other financial goals will be met.
https://wn.com/Who's_Your_Financial_Coach_(Radio_Spot)
Whether it's football or personal finances, a great coach can make all the difference.
©2016 First Command Financial Services, Inc. parent of First Command Financial Planning, Inc. (Member SIPC, FINRA) and First Command Advisory Services, Inc. Securities and brokerage services are offered by First Command Financial Planning, Inc., a broker-dealer. Financial planning and investment advisory services are offered by First Command Advisory Services, Inc., an investment adviser. A financial plan, by itself, cannot assure that retirement or other financial goals will be met.
- published: 03 Sep 2016
- views: 215
2:18
Sarah Hall on BBC Radio 4's The Briefing Room: financial services
Without a Brexit deal, Professor Sarah Hall says she thinks its less likely some areas of financial services will receive equivalence decisions, which allow the...
Without a Brexit deal, Professor Sarah Hall says she thinks its less likely some areas of financial services will receive equivalence decisions, which allow them to access the EU single market
https://wn.com/Sarah_Hall_On_BBC_Radio_4's_The_Briefing_Room_Financial_Services
Without a Brexit deal, Professor Sarah Hall says she thinks its less likely some areas of financial services will receive equivalence decisions, which allow them to access the EU single market
- published: 08 Dec 2020
- views: 179
2:04:41
MAR 21, 2024 | Public Safety, Finance & Strategic Support Committee
City of San José, California
Public Safety, Finance & Strategic Support Committee, March 21, 2024
This public meeting will be held at San José City Hall and al...
City of San José, California
Public Safety, Finance & Strategic Support Committee, March 21, 2024
This public meeting will be held at San José City Hall and also accessible via Zoom Webinar. For information on public viewing via Zoom, please refer to the linked meeting agenda below.
Agenda: https://sanjose.legistar.com/View.ashx?M=A&ID=1180770&GUID=DE38E0E9-4EBF-41F2-B935-397CFC82508A
https://wn.com/Mar_21,_2024_|_Public_Safety,_Finance_Strategic_Support_Committee
City of San José, California
Public Safety, Finance & Strategic Support Committee, March 21, 2024
This public meeting will be held at San José City Hall and also accessible via Zoom Webinar. For information on public viewing via Zoom, please refer to the linked meeting agenda below.
Agenda: https://sanjose.legistar.com/View.ashx?M=A&ID=1180770&GUID=DE38E0E9-4EBF-41F2-B935-397CFC82508A
- published: 22 Mar 2024
- views: 187
51:36
𝗙𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗥𝗲𝘀𝗼𝗹𝘂𝘁𝗶𝗼𝗻𝘀 𝘁𝗼 𝗠𝗮𝗸𝗲 𝗳𝗼𝗿 𝗥𝗲𝘁𝗶𝗿𝗲𝗺𝗲𝗻𝘁! (𝗥𝗶𝗴𝗵𝘁 𝗼𝗻 𝘁𝗵𝗲 𝗠𝗼𝗻𝗲𝘆 𝗥𝗮𝗱𝗶𝗼 𝗦𝗵𝗼𝘄 𝗘𝗣 𝟭𝟯)
Preparing for retirement financially can be overwhelming! 😒𝗜𝗻 𝘁𝗼𝗱𝗮𝘆'𝘀 𝘀𝗵𝗼𝘄, 𝗧𝗼𝗺 𝗼𝘂𝘁𝗹𝗶𝗻𝗲𝘀 𝘁𝗵𝗲 𝘀𝗶𝗺𝗽𝗹𝗲 𝗳𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗿𝗲𝘀𝗼𝗹𝘂𝘁𝗶𝗼𝗻𝘀 𝘁𝗼 𝗺𝗮𝗸𝗲 𝗳𝗼𝗿 𝗿𝗲𝘁𝗶𝗿𝗲𝗺𝗲𝗻𝘁, 𝗮𝘀 𝘄𝗲𝗹𝗹 𝗮𝘀 𝗱𝗲𝘁...
Preparing for retirement financially can be overwhelming! 😒𝗜𝗻 𝘁𝗼𝗱𝗮𝘆'𝘀 𝘀𝗵𝗼𝘄, 𝗧𝗼𝗺 𝗼𝘂𝘁𝗹𝗶𝗻𝗲𝘀 𝘁𝗵𝗲 𝘀𝗶𝗺𝗽𝗹𝗲 𝗳𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗿𝗲𝘀𝗼𝗹𝘂𝘁𝗶𝗼𝗻𝘀 𝘁𝗼 𝗺𝗮𝗸𝗲 𝗳𝗼𝗿 𝗿𝗲𝘁𝗶𝗿𝗲𝗺𝗲𝗻𝘁, 𝗮𝘀 𝘄𝗲𝗹𝗹 𝗮𝘀 𝗱𝗲𝘁𝗮𝗶𝗹𝘀 𝘁𝗵𝗲 𝘀𝗽𝗲𝗰𝗶𝗳𝗶𝗰 𝘀𝘁𝗲𝗽𝘀 𝘆𝗼𝘂 𝘀𝗵𝗼𝘂𝗹𝗱 𝘁𝗮𝗸𝗲 𝗻𝗼𝘄 𝘁𝗵𝗮𝘁 𝘄𝗶𝗹𝗹 𝗵𝗲𝗹𝗽 𝗽𝘂𝘁 𝘆𝗼𝘂 𝗼𝗻 𝘁𝗵𝗲 𝗿𝗶𝗴𝗵𝘁 𝗽𝗮𝘁𝗵 𝘁𝗼𝘄𝗮𝗿𝗱𝘀 𝗮 𝘀𝘂𝗰𝗰𝗲𝘀𝘀𝗳𝘂𝗹 𝗿𝗲𝘁𝗶𝗿𝗲𝗺𝗲𝗻𝘁. He also shares some of the key economic headwinds you need to be aware of in 2024 (*economic headwinds are the things that can slow you down from reaching your goals), and address some of the biggest changes retirees encounter as they begin their retirement years. So, take a listen now and take the steps you need to reboot your 2024 financial goals and ease into retirement.
Jump to a segment using the 𝘁𝗶𝗺𝗲𝘀𝘁𝗮𝗺𝗽𝘀 𝗯𝗲𝗹𝗼𝘄! 👇
TIMESTAMPS
00:00 Financial Resolutions to make for retirement.
02:15 Get Started! Start to save more through 401K/ROTH 401K.
06:30 Create a budget.
07:15 Work on getting out of debt.
07:59 Create an emergency fund.
09:36 Consider your taxes & prepare for them.
13:35 Economic headwinds can knock you off your retirement course.
15:30 Economic headwind: Longevity
19:10 Economic headwind: Inflation
23:00 Economic headwind: Market Volatility.
24:04 Economic headwind: Taxes
28:55 You need to prepare for the unexpected.
30:37 Change in job situations
32:34 Change in marital status/relationships
34:04 Change in the health of your parents or loved ones.
36:30 Change in caring for grandkids or family other members.
38:27 Listener Questions
51:35 End
Have specific questions for Tom and the team at Mosley Wealth Management?
Contact us here 👇
https://mosleywealthmanagement.com/contact/
===================================================
𝐒𝐔𝐁𝐒𝐂𝐑𝐈𝐁𝐄! https://www.youtube.com/channel/UCPMvD3G1cZA1Kz4CKnwynhA?sub_confirmation=1
===================================================
⭐ 𝐂𝐎𝐍𝐍𝐄𝐂𝐓 𝐖𝐈𝐓𝐇 𝐔𝐒 𝐎𝐍 𝐒𝐎𝐂𝐈𝐀𝐋 𝐌𝐄𝐃𝐈𝐀⭐
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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.
https://wn.com/𝗙𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹_𝗥𝗲𝘀𝗼𝗹𝘂𝘁𝗶𝗼𝗻𝘀_𝘁𝗼_𝗠𝗮𝗸𝗲_𝗳𝗼𝗿_𝗥𝗲𝘁𝗶𝗿𝗲𝗺𝗲𝗻𝘁_(𝗥𝗶𝗴𝗵𝘁_𝗼𝗻_𝘁𝗵𝗲_𝗠𝗼𝗻𝗲𝘆_𝗥𝗮𝗱𝗶𝗼_𝗦𝗵𝗼𝘄_𝗘𝗣_𝟭𝟯)
Preparing for retirement financially can be overwhelming! 😒𝗜𝗻 𝘁𝗼𝗱𝗮𝘆'𝘀 𝘀𝗵𝗼𝘄, 𝗧𝗼𝗺 𝗼𝘂𝘁𝗹𝗶𝗻𝗲𝘀 𝘁𝗵𝗲 𝘀𝗶𝗺𝗽𝗹𝗲 𝗳𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗿𝗲𝘀𝗼𝗹𝘂𝘁𝗶𝗼𝗻𝘀 𝘁𝗼 𝗺𝗮𝗸𝗲 𝗳𝗼𝗿 𝗿𝗲𝘁𝗶𝗿𝗲𝗺𝗲𝗻𝘁, 𝗮𝘀 𝘄𝗲𝗹𝗹 𝗮𝘀 𝗱𝗲𝘁𝗮𝗶𝗹𝘀 𝘁𝗵𝗲 𝘀𝗽𝗲𝗰𝗶𝗳𝗶𝗰 𝘀𝘁𝗲𝗽𝘀 𝘆𝗼𝘂 𝘀𝗵𝗼𝘂𝗹𝗱 𝘁𝗮𝗸𝗲 𝗻𝗼𝘄 𝘁𝗵𝗮𝘁 𝘄𝗶𝗹𝗹 𝗵𝗲𝗹𝗽 𝗽𝘂𝘁 𝘆𝗼𝘂 𝗼𝗻 𝘁𝗵𝗲 𝗿𝗶𝗴𝗵𝘁 𝗽𝗮𝘁𝗵 𝘁𝗼𝘄𝗮𝗿𝗱𝘀 𝗮 𝘀𝘂𝗰𝗰𝗲𝘀𝘀𝗳𝘂𝗹 𝗿𝗲𝘁𝗶𝗿𝗲𝗺𝗲𝗻𝘁. He also shares some of the key economic headwinds you need to be aware of in 2024 (*economic headwinds are the things that can slow you down from reaching your goals), and address some of the biggest changes retirees encounter as they begin their retirement years. So, take a listen now and take the steps you need to reboot your 2024 financial goals and ease into retirement.
Jump to a segment using the 𝘁𝗶𝗺𝗲𝘀𝘁𝗮𝗺𝗽𝘀 𝗯𝗲𝗹𝗼𝘄! 👇
TIMESTAMPS
00:00 Financial Resolutions to make for retirement.
02:15 Get Started! Start to save more through 401K/ROTH 401K.
06:30 Create a budget.
07:15 Work on getting out of debt.
07:59 Create an emergency fund.
09:36 Consider your taxes & prepare for them.
13:35 Economic headwinds can knock you off your retirement course.
15:30 Economic headwind: Longevity
19:10 Economic headwind: Inflation
23:00 Economic headwind: Market Volatility.
24:04 Economic headwind: Taxes
28:55 You need to prepare for the unexpected.
30:37 Change in job situations
32:34 Change in marital status/relationships
34:04 Change in the health of your parents or loved ones.
36:30 Change in caring for grandkids or family other members.
38:27 Listener Questions
51:35 End
Have specific questions for Tom and the team at Mosley Wealth Management?
Contact us here 👇
https://mosleywealthmanagement.com/contact/
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𝐒𝐔𝐁𝐒𝐂𝐑𝐈𝐁𝐄! https://www.youtube.com/channel/UCPMvD3G1cZA1Kz4CKnwynhA?sub_confirmation=1
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⭐ 𝐂𝐎𝐍𝐍𝐄𝐂𝐓 𝐖𝐈𝐓𝐇 𝐔𝐒 𝐎𝐍 𝐒𝐎𝐂𝐈𝐀𝐋 𝐌𝐄𝐃𝐈𝐀⭐
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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.
- published: 07 Mar 2024
- views: 10