E.A.S.E. Into Retirement

E.A.S.E. Into Retirement

By Travis HawleyBusinessInvesting
Download on the App Store

E.A.S.E. Into Retirement episodes

  • Episode 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. 


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


    For more information go to: www.mosleywealthmanagement.com
    20 min
  • Episode 29: Questions From Our Client Meetings
    1. Can I take RMD money and put it into a ROTH IRA?
    2. I just sold my home, can I put these proceeds into a ROTH IRA?
    3. 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?
    4.  


    For more information go to: www.mosleywealthmanagement.com
    18 min
  • Episode 27: "Don't Let The Door (Health Care Costs) Hit You On Your Way Out"
    1. Before you retire, find out what benefits your company provides that may be portable .
    2. If you retire before age 65 or your spouse is under 65, address the health care coverage you will secure until eligible for Medicare. 
    3. If retiring after 65, decide whether a Medicare Supplement or a Medicare Advantage plan best fits your needs.
    4. For ultimate needs, a plan to address Long-Term care and Advantage Health Care Directive are key.


    For more information go to: www.mosleywealthmanagement.com
    18 min
  • Episode 26: The Tax Man's Hand Is In Your Retirement Pocket
    1. Know your marginal tax bracket
    2. The difference between regular income and capital gains
    3. How you could pay excess Medicare premiums
    4. Take the MACRO not the MICRO approach to taxes
    5. Don't get caught in the RMD trap
    6. Social Security income could likely be taxed
    7. Harvesting from the forever taxed IRA to the tax-free ROTH
    8. Don't get caught by the widows penalty
    9. Tax laws are written in pencil


    For more information go to: www.mosleywealthmanagement.com
    19 min
  • Episode 25: This Is Not Your FATHER'S OLDSMOBILE
    1. In the good old days of investing, you could play it safe and not starve.
    2. After a 13-year bull market with a major downturn, YOU SHOULD NOT BE INVESTING LIKE YOUR DAUGHTER.
    3. You should INVEST AT A RISK LEVEL THAT ALLOWS YOU TO SLEEPAT NIGHT!


    For more information go to: www.mosleywealthmanagement.com
    20 min
  • Episode 23: The Foundation of Income (Part 2)
    1. Start by getting specific with what most consider a four-letter-word; B-U-D-G-E-T! Get specific.
    2. Total all your personal sources of income and subtract to determine your potential GAP.
    3. Determine the Three Bucket Strategy; At risk or insured, that best fits your internal risk tolerance.


    For more information go to: www.mosleywealthmanagement.com
    18 min
  • Episode 22: The Foundation of Income (Part 1)
    1. When you retire your income will generally not come from employment but from assets you have set aside, plus Social Security.
    2. Social Security claiming decisions are often complex, so get specific advice, not just general information.
    3. Pensions, Rentals, and Royalties are often common sources of retirement income.


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

About E.A.S.E. Into Retirement

From the publisher's feed

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…