E.A.S.E. Into Retirement Radio Show

Do timeless financial quotes really hold up in retirement? In this episode, we test wisdom from Oprah Winfrey and legendary investors like Charlie Munger against real retirement planning challenges . We break down mindset, investing insights, and the biggest retirement risks, like inflation, taxes, and budgeting mistakes, while answering listener questions on savings, long-term care, and inheritan...

Retirement readiness isn’t about predicting the future, it’s about being prepared for it. In this episode, we discuss the essential elements of a strong retirement plan and how thoughtful preparation helps you move forward with confidence. Using lessons from aviation, we explore why having a clear plan, managing market volatility, and avoiding common estate and Social Security mistakes can make al...

It’s the giving season, but are you giving the right way for your retirement? In this episode, we discuss charitable giving through a retirement lens and reflect on the key financial events of the year that continue to shape retirement planning. From smart ways to give, to inflation, government uncertainty, and the real questions people ask about retiring, this is a practical and thoughtful year-e...

What does the first Christmas in retirement really feel like? In this episode, we talk about the emotional shift retirees experience during the holidays, how to create new traditions, and why time and purpose can be one of your biggest assets. Speaking of assets, we also explore three of the biggest financial assets many retirees have as well as some of the common mistakes you’ll want to avoid in...

Are there red flags you’re missing with your financial advisor? This episode uncovers common advisor warning signs, hidden retirement blind spots, and the mental biases that quietly shape financial decisions, plus what really matters (and what doesn’t) as you plan for retirement Chapters 00:00 Intro Advisor Relationship Situations - Naughty or Nice 01:48 Client Advisor relationship 05:35 Advisor M...

A clear and candid look at how media bias can shape your financial decisions, the overlooked blessings that strengthen your retirement mindset, and the biggest self-sabotage traps to avoid . A powerful retirement reality check, and a timely reminder of what really matters. Chapters 00:00 Intro Media Bias on Retirement 03:45 Positivity doesn’t sell. Fear does. 07:45 Medicare Commercials 09:10 Ramsa...

Some of the best retirement lessons come from unexpected places, even in stories like The Wizard of Oz. In this episode, we reveal those lessons, plus how clearing out the “financial trash” and spotting overlooked opportunities can shed new light on your retirement. This episode is packed with practical tips, surprising insights, and silver linings you won’t want to miss! Chapters 00:00 Intro The...

Tom shares the most common pitfalls people make on their way into retirement, the constants everyone must plan for, and the surprising ways retirement planning mirrors parenting. Plus, real listener questions in this week’s Mailbag. A practical, eye-opening episode for anyone planning their financial future. Chapters 00:00 Intro Don’t Make These Money Mistakes 02:20 Contributing vs. Investing 06:5...

Retirement can feel like flying into the unknown , but with the right flight plan, guidance, and strategy, you can handle the turbulence and land smoothly. In this episode, we cover planning your retirement, navigating market ups and downs, avoiding estate planning mistakes, and debunking Social Security myths . Real listener questions answered in our mailbag segment. Chapters 00:00 Intro Soaring...

Is your retirement plan financially fit? Tom shares smart strategies to strengthen your plan, avoid costly mistakes, and protect your future. From key financial moves to listener questions on early retirement, inheritance, and next chapters, this episode is packed with actionable insights for anyone ready to take their retirement seriously. Chapters 00:00 Intro Getting in Financial Shape 02:50 Get...

Your everyday habits tell a story, and they may be shaping your retirement more than you think. In this episode, we uncover the hidden money lessons found in daily decisions and timeless stories, and how they can guide you toward a stronger, more intentional retirement. Smart retirement planning isn’t just math, it’s behavior, mindset, and wisdom. Chapters 00:00 Intro What Your Costume Choice May...

Are you Grumpy, Happy, or Dopey with your money? This week, we explore how your personality type impacts your retirement plan, from fun Seven Dwarfs analogies to real-world financial insights. Plus, listener Q&A on AirBnBs, dividing money between kids, and paying off debt vs. saving more. Chapters 00:00 Intro The Seven Dwarfs of Retirement 02:38 Grumpy 04:39 Bashful on finances 06:40 Dopey 07:...

Taylor Swift meets retirement planning! From “Blank Space” to “Shake It Off,” we uncover hidden financial lessons in her lyrics, spotlight the worst investor habits, and tackle listener questions about life and money in retirement. Chapters 00:00 Intro Retirement Tips Hidden in Taylor Swift Songs 02:15 Blank Spaces (beneficiaries) 05:05 Shake It Off (market) 07:55 Never Getting Back Together (Leav...

Is your retirement plan in shape—or are you just winging it? In this episode, Tom Mosley shares why financial “fitness” matters more than ever as you move from building wealth to preserving it. Learn how to take a true retirement inventory, avoid costly Medicare mistakes, and why writing down your goals can make a big difference. Plus, Tom answers listener questions on early retirement, gifting to...

If you’re a natural saver, you’ve done the hard work, but the habits that helped you build wealth might not help you enjoy it in retirement. I n this episode, Tom breaks down how to balance safety with smart investing, manage taxes, and bust common financial myths that trip up even the best savers. 🎙️ Learn how to make your money work for you and how to move from saving to living in retirement. Ch...

This week we cover smart moves for retirement, from deciding whether downsizing makes sense, to what the game of golf can teach you about planning your future. We’ll also share what to expect in a first meeting with Mosley Wealth Management and answer listener questions on insurance, moving, and handling unstable income. Chapters 00:00 Intro 02:30 How to Decide if You Should Downsize in Retirement...

The last 10 years before retirement can make or break your future. In this episode, we cover the essentials - money, healthcare, debt, risk, taxes, and fees, plus listener questions on family expenses, flipping houses, and 401(k) rollover options. Don’t miss these practical insights to help you retire smarter and more secure. Chapters 03:50 Knowing how much money you’’ll really have to work with 0...

The first year of retirement is full of excitement—and challenges. In this episode, Tom Mosley shares how what to really expect, how to set up a smart withdrawal strategy, find purpose after leaving work, and the pros and cons of part time work. Learn how the right plan can help you navigate it all with clarity and confidence. Chapters 00:00 Intro 01:15 What to expect the first year of retirement...

Retirement is like a road trip - you need a destination, a route, and the right guide. In this episode, Tom Mosley reveals how to avoid the biggest detours and excuses that keep people from being financially prepared. Chapters 00:00 Intro 03:19 You need to decide where you’re going 05:58 What route are you going to take to get there? 09:40 Who/what are you going to listen to? 11:55 The benefits of...

In this episode, Tom draws on 30 years of real-world financial experience to put Ramit Sethi’s I Will Teach You to Be Rich to the test. From defining what a “rich life” really looks like to unpacking the truth about credit cards, Tom separates financial fact from fiction.   You’ll also hear: The must-ask questions every business owner should consider before retirement A breakdown of today’s financ...

What do The Beatles and retirement planning have in common? A lot more than you think! In today’s episode retirement specialist Tom Mosley and host Marc Killian spin timeless song titles into powerful lessons for your financial future. From All You Need Is Love (why support matters when fear takes over), to Let It Be (handling volatility without making rash moves), to Yesterday (preparing for life...

Life doesn’t always go according to plan—so your retirement strategy shouldn’t depend on perfection. 𝗜𝗻 𝘁𝗵𝗶𝘀 𝗲𝗽𝗶𝘀𝗼𝗱𝗲, 𝘄𝗲 𝗲𝘅𝗽𝗹𝗼𝗿𝗲 𝗵𝗼𝘄 𝘁𝗼 𝗯𝘂𝗶𝗹𝗱 𝗮 𝗿𝗲𝘁𝗶𝗿𝗲𝗺𝗲𝗻𝘁 𝗽𝗹𝗮𝗻 𝘁𝗵𝗮𝘁 𝘀𝘁𝗮𝗻𝗱𝘀 𝘀𝘁𝗿𝗼𝗻𝗴 𝗲𝘃𝗲𝗻 𝘄𝗵𝗲𝗻 𝗹𝗶𝗳𝗲 𝘁𝗵𝗿𝗼𝘄𝘀 𝗮 𝗰𝘂𝗿𝘃𝗲𝗯𝗮𝗹𝗹. Whether it’s an unexpected layoff at 61, a health issue, a divorce, or the unique challenges Gen Xers face, we’ll walk through key steps you can take today to prepare for uncertainty. Fr...

A sweeping new retirement bill is changing the game—are you ready? In this episode, we break down how the "Big Beautiful Bill" could reshape your retirement, from tax brackets and healthcare to income planning and legacy strategies. You’ll discover: •    What the new legislation means for your taxes and healthcare costs •    How to build a strong income foundation based on your personal risk toler...

Are you planning for retirement? In this episode, we dive into two of the most underestimated—but vital—factors that could make or break your retirement: Social Security and healthcare. You’ll learn why so many people are taking a closer look at Social Security, how to plan for potential benefit reductions, and why doing a financial check-up before retirement is essential. We also tackle one of th...

Retirement should be a time of freedom—not fear. 𝗜𝗻 𝘁𝗵𝗶𝘀 𝗲𝗽𝗶𝘀𝗼𝗱𝗲 𝗼𝗳 𝗥𝗶𝗴𝗵𝘁 𝗼𝗻 𝘁𝗵𝗲 𝗠𝗼𝗻𝗲𝘆 𝘄𝗶𝘁𝗵 𝗧𝗼𝗺 𝗠𝗼𝘀𝗹𝗲𝘆, 𝘄𝗲 𝗲𝘅𝗽𝗹𝗼𝗿𝗲 𝗵𝗼𝘄 𝘆𝗼𝘂𝗿 𝗺𝗶𝗻𝗱𝘀𝗲𝘁, 𝗵𝗮𝗯𝗶𝘁𝘀, 𝗮𝗻𝗱 𝗳𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝘀𝘁𝗿𝗮𝘁𝗲𝗴𝗶𝗲𝘀 𝗰𝗮𝗻 𝗲𝗶𝘁𝗵𝗲𝗿 𝗳𝘂𝗲𝗹 𝗼𝗿 𝗿𝗲𝗱𝘂𝗰𝗲 𝘀𝘁𝗿𝗲𝘀𝘀 𝗶𝗻 𝗿𝗲𝘁𝗶𝗿𝗲𝗺𝗲𝗻𝘁. Tom breaks down how emotional decisions can derail even the best retirement plans and offers actionable steps to regain control.  You’ll learn: •    Why turning off the noise (like daily...