Episode 141: "Retirement Truth Bombs & What Fly Fishing Can Teach About Finances (We're not kidding!)

We’ve got a little something for everyone this week. **From client meetings to Fly Fishing to a few truth bombs along the way, we unpack the retirement knowledge that actually matters**. From understanding what’s important in a conversation with your advisor to lessons learned on the river, this episode covers more ground than your usual retirement chat - but It all circles back to the same question: are you ready for what’s next? We’ll get into what “ready” really means, because this chapter isn’t just about the numbers, it’s about knowing what you’re stepping into and stepping in prepared. **Chapters** 00:00 Intro **Client Reviews** 03:30 How client reviews work at MWM 05:45 Various types of clients we see in meetings **What Fly Fishing Can Teach About Retirement** 16:00 You have to read the water 20:00 Patience 22:45 Technique matters Retirement Truth Bombs 28:30 Bonds aren’t as reliable as they used to be 31:20 Income taxes are historically low right now 34:00 Be concerned about your own behavior 35:20 Just because you’re smart doesn’t mean you can manage money **Listener Questions**   39:20 Should I open a trump account for my grandkids? 42:45 How long should I be paying into life insurance? 45:40 Should we get in a retirement community now or later?   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 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-management #RetirementTruths #FlyFishinginRetirement #Retire #RetirementJourney #RetirementBlueprint #Social Security #FreedominRetirement #RetirementReady #FinanicalAdvisors #RetirementSavings #Retirement #HowtoPrepareforRetirement #RetirementTips #RetirementStrategy DISCLOSURE: Advisory services offered through Mosley Wealth Management, Inc. (MWM), an investment adviser registered with the U.S. Securities & Exchange Commission. 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. For more information, visit: www.mosleywealthmanagement.com