EASE Into Retirement

By Tom Mosley

E.A.S.E. Into Retirement, is a knowledge packed weekly video hosted by financial expert Tom Mosley that delves into many of the topics related to retirement planning. Join us on a journey of expanding... more

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FAQs about EASE Into Retirement:

How many episodes does EASE Into Retirement have?

The podcast currently has 154 episodes available.

EASE Into Retirement episodes:

January 20, 2022Episode 53: Social Security Earnings Record (Part 2 of 8)
Social Security payouts are based on your top 35 years of earnings

Historically, women are more prone to have gaps than men

Working Longer (and delaying the start of social security) could significantly increase your earnings
...more
14min
January 13, 2022Episode 52: Social Security Series (Part 1 of 8)
Why Social Security is questionable

Why it probably will not go broke

How does it get solved (proposed)
...more
16min
January 06, 2022Episode 51: Put The Big Rocks In First
There are 3 distinct stages to retirement:

1. Go-Go!

2. Slo-Go!

3. No-Go!

You plan to fail if you fail to plan. Get a bucket list and get started

Put the big rocks (things) on your calendar first.
...more
16min
December 16, 2021Episode 50: Beware of Cyber Scams
Major tactic is creating a sense of urgency to "buy now"

Check the web address carefully

Guard your personal information like your social security card, credit card, and pin numbers
...more
17min
December 09, 2021Episode 49: End of The Year Financial Checkup
Gratitude, it applies to finance as well!

Celebrate financial wins!

Charitable giving!

Estate planning!

Pay bills now!

Change your withholding!

Max out your pre-tax retirement contribution!
...more
18min
December 02, 2021Episode 48: Social Security Changes And Reminders
We get a raise - but also an increase

Income earning limits increase

taxes impact social security at the same amounts
...more
12min
November 25, 2021Episode 47: Crazy Things I Hear!
Investing retirement money in infomercials...But Wait!

Thinking you are not going to live very long.

Not Investing in your 401k.

Investing in a can't miss "Nigerian start-up".

Giving ALL your money to your children.

Following the "hot tip" your plumber gave you!
...more
19min
November 18, 2021Episode 46: Get A Job!
You might need the extra money

You might want the extra money

You might love what you do

You might be bored!

You might fill a need.
...more
20min
November 11, 2021Episode 45: Introduction to Annuities (Part 5)
Additional Income

They can be used as an alternative to bonds in a poorly performing bond market.

Long Term Care coverage

As an enhanced death benefit to heirs

To fill a gap created in Social Security income when the first spouse passes away.
...more
18min
November 04, 2021Episode 44: Introduction to Annuities (Part 4)
Variable annuities offer stock market growth potential along with stock market loss concerns.

Variable annuities have both fees for the annuity structure and fees for the product investment options.

Many retires prefer the less risk offered in other types of annuities but there are occasionally places where they fit in a client's plan.
...more
13min

FAQs about EASE Into Retirement:

How many episodes does EASE Into Retirement have?

The podcast currently has 154 episodes available.