Make 2025 the year you revamp your retirement! According to the 2022 Federal Reserve Survey of Consumer Finances, the average retirement savings for people 55-64 is $537,000, with the Median Retirement Savings only being $185,000. For those 65-74 the average is 609,000, with a Median of $200,00.
If you hear these stats and feel that you are behind…you’re not alone. The good news is that you can use this year to take important steps to improve your retirement and improve on what you have. Today, we’re sharing tips on how to REVAMP Your Retirement in just 12 Months. Tom & Kristin outline some specific strategies you can implement now to transform your retirement plan, max out your savings, and create a fulfilling life after work.
A lot of people feel overwhelmed by the complexities of retirement planning and often neglect it until its too late… It’s never too late, the best time to start was yesterday. The second-best time to start is today… So take a listen and learn how to turn things around.
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TIMESTAMPS 00:00 Revamp your retirement in just 12 months 07:35 Complete a comprehensive financial check-up 22:10 Maximize your retirement account contributions 32:00 Optimize your investment portfolio 42:15 Minimize taxes on retirement income 51:45 How to secure help to revamp your retirement
Have specific questions for Tom and the team at Mosley Wealth Management? Contact us here 👇 https://mosleywealthmanagement.com/contact/
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Learn the key components you need to include in your retirement plan, check this video out: https://youtu.be/QkJzvbZ_gDs #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.
