EASE Into Retirement

Episode 72: How do you make retirement income last?


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Are you certain your income will last as long as you do? On this week's episode, Tom highlights the importance of ensuring longevity of your income in retirement. Grab a pen and paper, because this podcast is full of enlightening information. Investment advisory services offered by duly registered individuals through Mosley Wealth Management, Inc. (“MWM”). MWM and Mosley Insurance and Financial Services are affiliated companies by common ownership. License # 0K76766 Investing involves risk, including the potential loss of principal. Any references to protection, safety, or lifetime income, generally referred to fixed insurance products, never securities or investments. Insurance guarantees are backed by the financial strength claims paying abilities of the issuing carrier. This content is intended for informational & educational purposes only. It is not intended to be used as the sole basis for financial decisions nor should it be construed as advice designed to meet the particular needs of an individual situation. All hypothetical examples are provided for illustrative purposes only; they do not represent real life scenarios. Mosley Insurance & Financial Services nor its agents or representatives may not give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any investment decisions. Our firm is not affiliated with or endorsed by the US government or any governmental agency. Some of the information provided may be from one or more third parties which we believe to be reliable sources, but accuracy and completeness cannot be guaranteed by Mosely Insurance & Financial Services.  At Mosley Wealth Management, we believe everyone should be able to live the retirement they’ve always wanted. Your financial situation is different than that of your parents, your neighbors and even your closest friends, so a cookie-cutter approach isn’t going to cut it.  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, each episode will provide you our teams educated views on ways to better prepare yourself for those retirement years and your goals.  About Tom Mosley, CEO & President For more than a quarter century, Tom has helped retirees and those nearing retirement preserve their principals so they can experience the retirement they always envisioned. He focuses on conservative financial strategies that provide the potential for wealth accumulation and help protect retirement assets from market volatility. After spending 19 years in the ministry, Tom founded Mosley Insurance and Financial Services in 1995 and in 2016, Mosley Wealth Management. He has helped many employees from Fortune 500 companies such as Wells Fargo, Disney, Raytheon and Edison make informed decisions about their 401k(k)s, pension plans and Social Security benefits after they retired or changed jobs.  Tom earned a Master’s in business administration with a major in finance from Pepperdine University as well as a master’s in theology from Dallas Theological Seminary. He has passed the Series 65 securities exam, is a registered Investment Adviser and licensed insurance professional. Tom and his wife, Suzan, live in Placentia in Orange County and are blessed with five highly successful children – Amanda, Andrea, Rachael, Travis and Mackenzie – and eight adorable grandchildren. Tom says one of his favorite hobbies is “sneaking sugar of all kinds” to his grandkids.
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EASE Into RetirementBy Tom Mosley