𝗧𝗵𝗲 𝗟𝗲𝗴𝗮𝗰𝘆 𝗕𝗹𝘂𝗲𝗽𝗿𝗶𝗻𝘁: 𝗦𝗶𝗺𝗽𝗹𝗲 𝗦𝘁𝗲𝗽𝘀 𝘁𝗼 𝗣𝗿𝗼𝘁𝗲𝗰𝘁 𝗬𝗼𝘂𝗿 𝗪𝗲𝗮𝗹𝘁𝗵 & 𝗬𝗼𝘂𝗿 𝗙𝗮𝗺𝗶𝗹𝘆 (EIR TV EP 85) скачать в хорошем качестве

𝗧𝗵𝗲 𝗟𝗲𝗴𝗮𝗰𝘆 𝗕𝗹𝘂𝗲𝗽𝗿𝗶𝗻𝘁: 𝗦𝗶𝗺𝗽𝗹𝗲 𝗦𝘁𝗲𝗽𝘀 𝘁𝗼 𝗣𝗿𝗼𝘁𝗲𝗰𝘁 𝗬𝗼𝘂𝗿 𝗪𝗲𝗮𝗹𝘁𝗵 & 𝗬𝗼𝘂𝗿 𝗙𝗮𝗺𝗶𝗹𝘆 (EIR TV EP 85)

𝗜𝗳 𝘆𝗼𝘂 𝘄𝗮𝗻𝘁 𝘁𝗼 𝗽𝗿𝗼𝘁𝗲𝗰𝘁 𝘆𝗼𝘂𝗿 𝘄𝗲𝗮𝗹𝘁𝗵, 𝗮𝘃𝗼𝗶𝗱 𝗲𝘀𝘁𝗮𝘁𝗲 𝗽𝗹𝗮𝗻𝗻𝗶𝗻𝗴 𝗺𝗶𝘀𝘁𝗮𝗸𝗲𝘀, 𝗮𝗻𝗱 𝗰𝗿𝗲𝗮𝘁𝗲 𝗮 𝗹𝗮𝘀𝘁𝗶𝗻𝗴 𝗹𝗲𝗴𝗮𝗰𝘆 𝗳𝗼𝗿 𝘆𝗼𝘂𝗿 𝗳𝗮𝗺𝗶𝗹𝘆, 𝘁𝗵𝗶𝘀 𝗲𝗽𝗶𝘀𝗼𝗱𝗲 𝗶𝘀 𝗳𝗼𝗿 𝘆𝗼𝘂. Tom breaks down the essential steps of estate planning and generational wealth so you can build a clear, confident plan for the future. In this episode, you’ll learn: 👉The must-have estate planning documents every family needs 👉Key decisions that help preserve your wealth and reduce taxes 👉How to make sure your wishes are honored and your assets protected 👉Simple strategies for building generational wealth 👉Common estate and retirement mistakes—and how to avoid them Tom also walks you through a Retirement IQ challenge focused on estate taxes and ends with a three-step checklist you can start using immediately to strengthen your legacy plan. Whether you’re just starting your estate plan or updating it for retirement, this episode gives you the tools to protect your financial future and leave a meaningful legacy for the people you love. Jump to a segment using the 𝘁𝗶𝗺𝗲𝘀𝘁𝗮𝗺𝗽𝘀 𝗯𝗲𝗹𝗼𝘄! 👇 TIMESTAMPS 00:00 Intro 02:15 Starting with a conversation finances, feelings & family 03:50 The documents you need 05:00 The decisions you need to make 10:35 The questions you need to ask 18:40 Retirement IQ: Estate Taxes 25:55 Checklist Challenge: Three steps to act on NOW At Mosley Wealth Management we specialize in retirement strategy for people who are nearing and/or are ready to retire.😊 We take a holistic approach to retirement planning focusing on income, inflation, investments, taxes, health care, and legacy. We pride ourselves on integrity, and as fiduciaries we are committed to providing you guidance and help that is absolutely in your best interest. Want to create a retirement plan that works specifically for YOU? Learn the 6 things you must include here ➡️   • 𝗛𝗼𝘄 𝘁𝗼 𝗖𝗿𝗲𝗮𝘁𝗲 𝗮 𝗥𝗲𝘁𝗶𝗿𝗲𝗺𝗲𝗻𝘁 𝗣𝗹𝗮𝗻! (Ease int...   𝗩𝗜𝗗𝗘𝗢𝗦 𝗧𝗢 𝗪𝗔𝗧𝗖𝗛 𝗡𝗘𝗫𝗧: ✅Why Semi-Retirement is the ultimate life hack:    • 𝗦𝗲𝗺𝗶 𝗥𝗲𝘁𝗶𝗿𝗲𝗺𝗲𝗻𝘁: 𝗜𝘁 𝗖𝗼𝘂𝗹𝗱 𝗕𝗲 𝘁𝗵𝗲 𝗪𝗮𝘆 𝘁𝗼 𝗚𝗼...   ✅When you should avoid ROTH Conversions:    • 𝟯 𝗪𝗮𝘆𝘀 𝗮 𝗥𝗢𝗧𝗛 𝗖𝗼𝗻𝘃𝗲𝗿𝘀𝗶𝗼𝗻 𝗰𝗮𝗻 𝗥𝘂𝗶𝗻 𝗬𝗼𝘂𝗿 𝗥𝗲𝘁...   ✅Behind in Saving for Retirement? Steps to catch up:    • 𝗕𝗲𝗵𝗶𝗻𝗱 𝗶𝗻 𝗦𝗮𝘃𝗶𝗻𝗴 𝗳𝗼𝗿 𝗥𝗲𝘁𝗶𝗿𝗲𝗺𝗲𝗻𝘁? 𝗬𝗼𝘂 𝗖𝗮𝗻 𝗙...   Have specific questions for Tom and the team at Mosley Wealth Management? Contact us here👉 https://mosleywealthmanagement.com/co... =================================================== If you enjoy this content, please 𝐒𝐔𝐁𝐒𝐂𝐑𝐈𝐁𝐄!    / @mosleywealthmanagement   =================================================== ⭐ 𝐂𝐎𝐍𝐍𝐄𝐂𝐓 𝐖𝐈𝐓𝐇 𝐔𝐒 𝐎𝐍 𝐒𝐎𝐂𝐈𝐀𝐋 𝐌𝐄𝐃𝐈𝐀⭐ Facebook:   / mosleyeaseintoretirement   Instagram:   / easeintoretirement   LinkedIn:   / mosley-wealth-management   Learn the key components you need to include in your retirement plan, check this video out:    • 𝗛𝗼𝘄 𝗧𝗼 𝗕𝘂𝗶𝗹𝗱 𝗔 𝗥𝗲𝘁𝗶𝗿𝗲𝗺𝗲𝗻𝘁 𝗣𝗹𝗮𝗻 (𝗘𝗮𝘀𝗲 𝗜𝗻𝘁𝗼 ...   #RetirementEssentials #HowToRetire #RetirementIncome #RetirementPlanning #RetirementStrategy #FinancialEducation #FinancialLiteracy #HowToRetireEarly #EarlyRetirement #BehindinRetirement #RetirementPlanningAt50 #RetirementPlanningAt60 #HowMuchDoINeedToRetire #RetirementPlanningTips #FinancialAdvisor #SocialSecurity #ROTHConversions #TaxesinRetirement #RetirementPlan #Medicare #Inflation #RetirementIncome #RMDs 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.