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:

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.
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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.
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19min
May 27, 2021 Episode 21: 10 Things Retirees Often Get Wrong About Taxes (Part 4)
9. Estate Tax thresholds are huge right now, but there may be a storm cloud building on the horizon. 10. You actually get a little added standard deduction bonus once you reach age 65.
...more
15min
May 20, 2021 Episode 20: 10 Things Retirees Often Get Wrong About Taxes (Part 3)
6. Required Minimum Distributions from multiple IRAs or multiple 401ks are treated differently.
7. The due date for the first RMD is December 31st or April 1st, no fools!
8. Life Insurance proceeds pass tax free to the beneficiaries.
...more
18min
May 13, 2021 Episode 19: 10 Things Retirees Often Get Wrong About Taxes (Part 2)
3. ROTH IRAs -What? No taxes when the money comes out?
4. ANNUITIES are taxed in different ways depending on whether they are Qualified (IRAs) or Non-Qualified accounts.
5. RMDs now start at 72. That's Required Minimum Distribution
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19min
May 06, 2021 Episode 18: 10 Things Retirees Often Get Wrong About Taxes (Part 1)
1. Will my tax rates decrease or increase in retirement? That all depends on deductions, the go-go years and future tax rates.
2. Are social security benefits taxable? Yes! It all depends on your provisional income total.
...more
19min
April 29, 2021Episode 17: 3 Basic Strategies to Develop Retirement Income
There are 3 general "buckets" of investments - income, emergency, and growth

You can leave all three at various risk levels in the stock market.

You can help ensure your income for life while leaving your emergency and growth "buckets" in the market.

You can split your income "buckets" between market risk and insured income while leaving your emergency and growth "buckets" all in the market.
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17min
April 22, 2021 Episode 16: 10 Good Things That Have Come Out of the Pandemic!
1. We've seen a positive community spirit develop
2. Cleaner air has resulted
3. Focusing on essential workers is good
4. Culture/fun is closer than we thought
5. Work habits have changed
6. You know who your real friends are
7. Life can be re-set
8. It's safe to drink the water again
9. We have better internet
10. YOU ARE STILL HERE-FOR A PURPOSE!
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15min
April 15, 2021Episode 15: PENSIONS - Take or Rollover
Tom will discuss how to handle pensions in retirement.

A Pension is an annuity-like financial vehicle that can pay an income for life.

The positives and negatives of keeping and talking a pension

The positives, negatives, and options for rolling over a pension
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20min
April 08, 2021Episode 14: The Gift of Estate Planning
Fix Your Roof Before It Starts Raining!

A Will or a Trust! That Is The Question - For A Professional!

Got One - But It Might Need Up Dating.

Would A Small Life Insurance Policy Help My Family At My Passing?
...more
17min

FAQs about EASE Into Retirement:

How many episodes does EASE Into Retirement have?

The podcast currently has 154 episodes available.