50 episodes

Tom Mosley of Mosley Insurance and Financial Services dives into various topics centering around retirement planning, offering insights and strategies developed over his 25+ years in the financial services industry.

The Ease Into Retirement Podcast Tom Mosley

    • Business
    • 5.0 • 3 Ratings

Tom Mosley of Mosley Insurance and Financial Services dives into various topics centering around retirement planning, offering insights and strategies developed over his 25+ years in the financial services industry.

    "When Do I Turn On Social Security?" (Episode 8 of 8)

    "When Do I Turn On Social Security?" (Episode 8 of 8)

    Not Much Saved: Work as long as you can, save as much as you can, allow your Social Security to grow. From 62 to Full Retirement Age: Be careful! There is an income earnings limit until you reach your full retirement age.  Full Retirement Age And Older: Turning on social Security is just one piece of an overall plan. Your other assets and income flow must be considered in order to make the right decision.

    • 12 min
    "Taxation of Social Security Benefits" (Episode 7 0f 8)

    "Taxation of Social Security Benefits" (Episode 7 0f 8)

    Historically we were promised social security benefits would never be taxed. But U.S. needed MORE MONEY. Your total "Provisional" income determines your tax. 

    • 12 min
    "Impact of Government Pensions on Social Security"  (Episode 6 of 8) 

    "Impact of Government Pensions on Social Security"  (Episode 6 of 8) 

    What are the two main provisions? What's the potential impact on my retirement planning decisions? How do you know what you should do?

    • 14 min
    "What is Meant by the Social Security Breadwinner Provision?" (Episode 5 of 8)

    "What is Meant by the Social Security Breadwinner Provision?" (Episode 5 of 8)

    When one married partner passes away the larger social security amount generally remains. One possible strategy might lead to turning on the breadwinner payment last. 

    • 10 min
    Episode 55: "How Does the FRA impact Social Security Benefit Amounts?" (Episode 4 of 8)

    Episode 55: "How Does the FRA impact Social Security Benefit Amounts?" (Episode 4 of 8)

    Early and late collecting impacts your payment. The age of each spouse impacts spousal benefits

    • 11 min
    What is Your Full Retirement Age? (FRA) (Part 3 of 8)

    What is Your Full Retirement Age? (FRA) (Part 3 of 8)

    Your full retirement age with Social Security is either 65, 66, 67 or - somewhere between. Your earnings could be limited before FRA - if you have a job or income.

    • 13 min

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