Tom Mosley

EASE Into Retirement

Business EN ↓ 160 episodes

E.A.S.E. Into Retirement, is a knowledge packed weekly video hosted by retirement experts Tom Mosley and Travis Hawley that delves into many of the topics related to retirement planning. Join us on a journey of expanding your financial knowledge as we provide valuable information that will empower you to better prepare for your retirement. Each video offers specific insights on crucial retirement topics like social security, taxes, investing, and healthcare, equipping you with the tools and knowledge needed to achieve your retirement goals. Tune in and learn so you can confidently navigate you...

Author

Tom Mosley

Episodes

Episode 19: 10 Things Retirees Often Get Wrong About Taxes (Part 2) 13.05.2021 18:03

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 For more information go to: www.mosleywealthmanagement.com

Episode 18: 10 Things Retirees Often Get Wrong About Taxes (Part 1) 06.05.2021 18:03

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

Episode 17: 3 Basic Strategies to Develop Retirement Income 29.04.2021 16:07

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. For m...

Episode 16: 10 Good Things That Have Come Out of the Pandemic! 22.04.2021 14:50

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! For more information go to: www.mosleywealthmanag...

Episode 15: PENSIONS - Take or Rollover 15.04.2021 19:47

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 For more information go to: www.mosleywealthmanagement.com

Episode 14: The Gift of Estate Planning 08.04.2021 16:24

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? For more information go to: www.mosleywealthmanagement.com

Episode 13: Social Security Strategies You Might Not Know About 01.04.2021 14:57

1) The Do Over- First 12 months of claiming social security 2) The Breadwinner provision 3) Working and receiving social security For more information go to: www.mosleywealthmanagement.com

Episode 12: How 10 Types of Retirement Income Gets Taxed 25.03.2021 17:38

Traditional IRAs and 401k's Roth IRAs Social Security Pensions Stocks, Bonds and Mutual Funds Annuity Dividends Municipal Bonds CD's, Saving Account and Money Market Savings Bonds For more information go to: www.mosleywealthmanagement.com

Episode 11: Understanding Market Corrections 18.03.2021 18:07

What is a market correction? What triggers a market correction? What does a market correction mean for my investments? How long could the market take to recover? For more information go to: www.mosleywealthmanagement.com

Episode 10: What Happens When Two Become One (Part 2) 11.03.2021 16:01

Investments Taxes Health Care Legacy For more information go to: www.mosleywealthmanagement.com