E.A.S.E. Into Retirement Radio Show

Tom Mosley
  • 3.7 (3)
  • Investing
  • Updated Weekly

The E.A.S.E. INTO RETIREMENT RADIO SHOW with TOM MOSLEY, is an informative & educational weekly radio program providing you the financial knowledge you need to create the retirement lifestyle you envision. With over 30 years of expertise in the financial industry and a background in the ministry, Tom shares his knowledge & enthusiasm for retirement strategy with sound information, poignant stories, and the latest retirement news. As a fiduciary, Tom covers important retirement topics like income, taxes, inflation, investment strategy, healthcare, and legacy.

  1. 5d ago

    Episode 144: "Retirement Readiness: Are You Prepared? Your 3-Part Checklist"

    Think you're ready for retirement? Before you make the leap, master these three critical areas: choosing the right financial advisor, determining what purchases are smart "investments" in retirement, and assessing your retirement knowledge. In this essential episode, Tom and Marc help you evaluate your retirement readiness across every dimension that matters. They'll walk you through what to look for in an advisor, which purchases make sense versus drain your income, and the key retirement knowledge gaps you need to fill. Whether you're a couple years out from retirement or just starting, discover if you're truly retirement ready. Hit play now! Chapters 00:00 Intro What to look for when working with an Advisor  02:20 Check the advisor’s philosophy 06:40 Questions to ask an advisor 13:00 When you need to shift advisors Determining what is a good investment 15:00 Getting a better car 18:00 Collectibles 19:55 Home renovations 21:15 Vacation home & extra property Rating Your Retirement Knowledge 24:15 Your net worth 27:15 Your budget 28:40 Your risk tolerance & capacity 31:00 Do you know what you’re paying in fees? 33:15 Do you know what your guaranteed income is? Listener Questions 37:00 How to plan for retirement when you have a special needs child? 42:35 Doing seasonal work while on Social Security? 45:20 What is ESG Investing & is it good?   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 #whattoaskanadvisor #GoodInvestments #RetirementKnowledge #Diversification #WhatsMyNetWorth #Retire #RetirementJourney #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

  2. Sep 3

    Episode 143: "3 Money Questions Smart Grandparents Ask Before Retirement"

    Are you financially ready to retire, and thinking about helping your grandkids with their education at the same time? In this episode, we break down three money questions every grandparent over 55 should be asking before making any of those big decisions. We start with the education conversation: how to figure out what you can actually afford to contribute, and a breakdown of your options - 529 plans, the new Trump Accounts, UGMA/UTMA, custodial Roth IRAs, and taxable brokerage accounts. Next, we dig into your net worth: how to calculate it, what's "normal" for your age, and why net worth and investable assets aren't the same thing. Then we tackle diversification, what it really means, and why your definition and your advisor's definition might not match. Whether you're planning for retirement, helping the next generation, or just trying to make sense of it all, you’ll find some solid information you can apply to your own situation. Chapters 00:00 Intro Helping with College in Retirement 02:45 Determine the need  03:40 529 Plans 05:25 Trump Accounts (530a) 07:45 UGMA/UTMA 08:55 Custodial Roth 10:40 Taxable Brokerage Accounts Analyzing Your Financial Net Worth 14:45 How to break it down 19:00 Net worth by age 24:35 Net worth vs. investable Diversification  28:10 Diversification defined 32:55 What it means to an advisor Listener Questions 37:45 I’m 55. How do I know if I can retire? 43:00 As grandparents are we being taken advantage of? 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  #529Plans #SmartGrandparents #Diversification #WhatsMyNetWorth #Retire #RetirementJourney #HelpingGrandkids #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

  3. Aug 27

    Episode 142: "What Madonna's Lyrics Teach Us About Retirement"

    In this episode, we're pulling apart some of Madonna's most iconic lyrics - and find surprising financial wisdom hiding in plain sight. From Material World to Papa Don't Preach, we connect the dots between 80s pop culture and the real decisions you're making about your retirement today. We also cover our "Financial Commandments" - a set of rules we believe every retiree should live by, especially when the market gets rocky. Plus, we tackle two listener questions: one about Social Security eligibility after years of part-time work, and another about what happens financially if a spouse who's always managed the money passes away. Whether you're a Madonna fan or not, this episode blends a little nostalgia with a lot of practical retirement guidance - the kind you can actually use. Chapters 00:00 Intro Retirement Wisdom in Madonna’s Lyrics 03:40 Living in a material world 06:00 Papa don’t preach 08:52 There’s no time to hesitate… 11:40 It’s time to celebrate Financial Commandments 15:55 Don’t compare your results with the market 20:05 Don’t give up before your strategy has had time to play out 23:30 Don’t be too greedy 26:35 You can’t avoid fees – but know what they are Do You Need an Advisor? 30:40 Items to consider determining if you need one 35:05 The role of an Advisor Listener Questions 40:15 Do I get Social Security if I worked part time for a variety of years? 43:10 My husband has always done the financials - am I ok if he passes? 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 #RetirementRules #Madonna #RetirementWisdom #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

  4. Aug 26

    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

  5. Aug 13

    Episode 140: "What Every Boomer Needs to Hear About Retirement Right Now"

    Retirement isn't what it used to be, and if you're a Boomer, the stakes have never been higher. In this episode, we kick things off with some surprisingly sharp retirement wisdom from the one and only Betty White, whose approach to health, work, and relationships offers more insight than you'd expect. From there, we dig into the real challenges facing Boomers today: the massive generational wealth transfer already underway, and the biggest mistakes we see Boomers make as they head into (or through) retirement. We also cover the sneaky ways people get thrown off track, from over-relying on AI and online retirement calculators, to well-meaning but bad advice, and what steps you can take to course-correct if you feel like you've drifted. Whether you're already retired, approaching it, or just trying to help your parents navigate it, this episode is packed with practical, honest advice for the road ahead. Chapters 00:00 Intro Betty White Quotes & Retirement Advice 02:25 On health 07:30 On retiring – or not 10:40 On maintaining relationships The Challenges Boomers Face 16:45 The transfer of wealth challenges 23:00 Biggest mistakes Boomers make Things That Can Throw You Off Track in Retirement 28:05 Projections & AI/Online Calculators 31:00 Bad advice 32:45 Steps to get back on track Listener Questions 37:15 Should I work with a financial advisor 43:05 Where should I put money if the market crashes? 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 #BoomersinRetirement #Retire #RetirementMistakes #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

  6. Aug 6

    Episode 139: "How to Organize Your Financial Life Before You Retire"

    Just like your closet or junk drawer at home, your financial life collects clutter over the years. Do you have a collection of old accounts? Do you know where they are? Are you still saving and investing with outdated advice? In this episode, we explain why "getting organized" is one of the most overlooked, and most important, steps in retirement planning. We'll walk through practical tips for getting organized, building a budget, and honestly assessing whether what you have still "fits" your goals. Clutter isn't just about old accounts, it's about bad information, too. We tackle two major sources of financial noise: misleading headlines and outdated rules. From "sky is falling" doom messages to overly bullish hype, we explain how to read financial news without letting it derail your plan. We also debunk retirement rules that no longer hold up, like the idea that everyone needs exactly $1 million to retire. Plus, we answer real listener questions on preparing for retirement in your 50s, whether to take more income or find part-time work, and how to balance spending now versus saving for later. Whether you're just starting to organize your financial life or fine-tuning your plan before retirement, this episode will help you cut through the clutter and prepare with confidence. Chapters 00:00 Intro Financial Junk Drawer 02:20 How your financial life is like a closet 04:00 Retirement planning requires you to get organized 07:20 Tips to get organized 09:00 Creating a budget 11:35 Assessing if what you have still “fits” Misleading Headlines 15:10 Beware of the “sky is falling” messages 18:45 Be careful of the bullish messages  21:30 Interest rates 24:10 Product pushing Outdated Rules  29:00 Withdrawal rates 33:11 10-5-3 rule 34:15 Moving stocks to bonds in retirement 35:55 Having a million dollars for retirement Listener Questions 40:15 I’m 51, what should I do to prepare for retirement? 44:15 Should I take more money out or get a part-time job? 47:00 I’m 57, should I spend now or save till 65? 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 #HowToOrganizeFinances #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

  7. Jul 30

    Episode 138: "Secretly Counting Down: the 5 Levels of Wanting to Retire"

    Are you contemplating retirement more and more but not quite sure how ready you really are? You're not alone. In this episode, we walk through how to evaluate your "desire to retire," where you land on the scale, and what to do next once you know. We'll also dive into generosity in retirement, sharing tips on how to give wisely and avoid the trap of being too generous at the expense of your own financial security. Because wanting out is only half the equation; knowing how to steward what you've built is the other. If you've ever found yourself secretly counting down the days till retirement, this one's for you. Chapters 00:00 Intro The Desire to Retire – What Level are You? 01:55 Level One: You enjoy what you do 04:45 Level Two: You could retire, but you like the money  06:10 Level Three: You’d like to retire, but don’t know how 07:55 Level Four: You want to retire 09:25 Level Five: You need to retire – like yesterday! Retirement Lessons from Shaq Quotes 13:40 Why Shaq? 15:40 On habits 17:50 On taxes 21:30 On worrying 24:10 On motivation Generosity 28:00 Advising retirees who are generous 33:40 Advising retirees who are TOO generous Listener Questions 40:30 How often should I meet with my advisor near retirement? 46:05 Laid off & close to retirement. Should I take unemployment? 48:25 Want to retire early – what should I consider? 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 #WhentoRetire #RetirementJourney #RetirementBlueprint #Social Security #Retirement #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

  8. Jul 23

    Episode 137: "5 National Park Rules That Will Save Your Retirement"

    What does planning a trip to a National Park have to do with planning your retirement? More than you'd think! In this episode, we break down 5 simple rules every National Park visitor knows and show you exactly how they apply to building a retirement that actually works. From why you need a map before you start the trip, to why "packing light" might be the smartest financial advice to consider, this episode reframes retirement planning in a way that's practical, memorable, and (dare we say) fun. We'll also cover some of the easiest, and most common ways people accidentally sabotage their own retirement, from treating it like a finish line instead of a fresh start, to investing like they're still decades away from retiring. And we'll bust a few "retirement lies" that sound reasonable on the surface but can quietly disrupt your plans. Whether you're a few years out from retirement or already living it, this episode will help you think about the road ahead with a little more clarity and a lot less stress. Chapters 00:00 Intro Retirement Planning is like visiting National Parks 02:10 You need a map 06:00 Don’t leave a mess 08:25 Taking the scenic route 10:15 Pack light 11:55 Every park is different Easy Ways to Ruin Retirement 14:53 Looking at retirement as an end & not a beginning 21:15 Assuming your spending won’t change 23:30 Stop moving and socializing 25:35 Investing like your 35 and not 65 Retirement Lies 28:30 Current lies in today’s market 31:30 “A loss on paper… the market always bounces back” 35:25 “You can beat the market” Listener Questions 40:00 Offered a buyout on pension – what should I know? 44:45 What’s a reasonable rate of return on investments? 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    #RetirementFreedom #RetirementJourney #NationalParks #RetirementBlueprint #Social Security #Retirement #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

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About

The E.A.S.E. INTO RETIREMENT RADIO SHOW with TOM MOSLEY, is an informative & educational weekly radio program providing you the financial knowledge you need to create the retirement lifestyle you envision. With over 30 years of expertise in the financial industry and a background in the ministry, Tom shares his knowledge & enthusiasm for retirement strategy with sound information, poignant stories, and the latest retirement news. As a fiduciary, Tom covers important retirement topics like income, taxes, inflation, investment strategy, healthcare, and legacy.

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