EASE Into Retirement

By Tom Mosley

E.A.S.E. Into Retirement is a weekly podcast dedicated to discussing Mosley Wealth Management’s perspective on what to expect before and during retirement. Hosted by Tom Mosley, MWM CEO and Founder, e... more

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FAQs about EASE Into Retirement:

How many episodes does EASE Into Retirement have?

The podcast currently has 152 episodes available.

EASE Into Retirement episodes:

August 05, 2021Episode 31: The Potholes of Retirement
Pothole #3- Inflation takes a bigger bite than you think.

Prevent the Damage! Keeping the investment side of your portfolio in equity (Stocks, Security, Real Estate) position to help grow with inflation.

Pothole #4- You might outlive your savings.

Prevent the Damage! Secure your income for life and match your portfolio risk to your personal risk tolerance.
...more
16min
July 29, 2021Episode 30: The Potholes of Retirement (Part 1)
Pothole #1- Continuing to put more value un your net worth or portfolio value than your income amount.

Prevent the Damage! Call it what you want, develop a budget/spending plan so you can build a plan to give you secure monthly income.

Pothole #2- Under estimating the impact of taxes on your retirement portfolio.

Prevent the Damage! Start now to build your tax-free sources of income.
...more
20min
July 22, 2021Episode 29: Questions From Our Client Meetings
Can I take RMD money and put it into a ROTH IRA?

I just sold my home, can I put these proceeds into a ROTH IRA?

I'm still working at age 73 and all my retirement savings are in my active 401k. Can I roll that money over into an IRA?
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18min
July 15, 2021Episode 28: Leaving Your Legacy The Right Way To The Right People
Lay out your wishes and desires in writing while you are able.

Take control of your end-of-life decisions and directions.

Leave your legacy in the most advantageous way possible.
...more
18min
July 08, 2021Episode 27: "Don't Let The Door (Health Care Costs) Hit You On Your Way Out"
Before you retire, find out what benefits your company provides that may be portable .

If you retire before age 65 or your spouse is under 65, address the health care coverage you will secure until eligible for Medicare.

If retiring after 65, decide whether a Medicare Supplement or a Medicare Advantage plan best fits your needs.

For ultimate needs, a plan to address Long-Term care and Advantage Health Care Directive are key.
...more
18min
July 01, 2021Episode 26: The Tax Man's Hand Is In Your Retirement Pocket
Know your marginal tax bracket

The difference between regular income and capital gains

How you could pay excess Medicare premiums

Take the MACRO not the MICRO approach to taxes

Don't get caught in the RMD trap

Social Security income could likely be taxed

Harvesting from the forever taxed IRA to the tax-free ROTH

Don't get caught by the widows penalty

Tax laws are written in pencil
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19min
June 24, 2021Episode 25: This Is Not Your FATHER'S OLDSMOBILE
In the good old days of investing, you could play it safe and not starve.

After a 13-year bull market with a major downturn, YOU SHOULD NOT BE INVESTING LIKE YOUR DAUGHTER.

You should INVEST AT A RISK LEVEL THAT ALLOWS YOU TO SLEEPAT NIGHT!
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20min
June 17, 2021Episode 24: INFLATION Is The Silent Killer Of Retirement Planning!
Inflation makes a bigger impact than most think

Many Retirement Plans are not built to counteract a rise in inflation

How you can protect yourself against inflation
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21min
June 10, 2021Episode 23: The Foundation of Income (Part 2)
Start by getting specific with what most consider a four-letter-word; B-U-D-G-E-T! Get specific.

Total all your personal sources of income and subtract to determine your potential GAP.

Determine the Three Bucket Strategy; At risk or insured, that best fits your internal risk tolerance.
...more
18min
June 03, 2021Episode 22: The Foundation of Income (Part 1)
When you retire your income will generally not come from employment but from assets you have set aside, plus Social Security.

Social Security claiming decisions are often complex, so get specific advice, not just general information.

Pensions, Rentals, and Royalties are often common sources of retirement income.
...more
19min

FAQs about EASE Into Retirement:

How many episodes does EASE Into Retirement have?

The podcast currently has 152 episodes available.