E.A.S.E. Into Retirement

E.A.S.E. Into Retirement

By Travis HawleyBusinessInvesting
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E.A.S.E. Into Retirement episodes

  • Episode 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.


    For more information go to: www.mosleywealthmanagement.com
    16 min
  • Episode 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


    For more information go to: www.mosleywealthmanagement.com
    17 min
  • Episode 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!


    For more information go to: www.mosleywealthmanagement.com
    18 min
  • Episode 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!


    For more information go to: www.mosleywealthmanagement.com
    19 min
  • Episode 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. 


    For more information go to: www.mosleywealthmanagement.com
    20 min
  • Episode 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. 


    For more information go to: www.mosleywealthmanagement.com
    18 min
  • Episode 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. 


    For more information go to: www.mosleywealthmanagement.com
    13 min
  • Episode 43: Introduction to Annuities (Part 3)
    • A Fixed Annuity is in some ways similar to a CD in that it has a guaranteed interest rate for a specific length of time and are less risky than Fixed Indexed Annuities but generally have lower returns. It is NOT FDIC insured.
    • A Fixed Indexed Annuity offers a guarantee against losing assets in down markets, but potential grown in good market years tied to various market indices. They involve more risk than a Fixed Annuity, but over a period of time, usually provide more in return.


    For more information go to: www.mosleywealthmanagement.com
    19 min
  • Episode 42: Introduction to Annuities (Part 2)
    • With immediate annuities the income flow starts immediately after a single premium purchase is locked in, and likely has no tax penalty for pre 59 1/2 withdrawals. 
    • Deferred annuities allow assets to accumulate until needed, maintain your withdrawal options for the future, and can be surrendered or withdrawn but likely have tax penalty of 10% for pre 59 1/2 withdrawals. 


    For more information go to: www.mosleywealthmanagement.com
    16 min

About E.A.S.E. Into Retirement

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E.A.S.E. Into Retirement with Travis Hawley is a knowledge packed weekly podcast focusing on the most important things you need to know as you prepare for retirement. Each podcast offers specific…