EPISODE · Apr 10, 2026 · 50 MIN
Episdoe 122: "The Retirement Game: The 5 Levels of Wanting Out & Wisdom from a Baller"
from E.A.S.E. Into Retirement Radio Show · host Tom Mosley
Do you know where you fall on the retirement spectrum? We break down the 5 levels of wanting out, unpack surprising retirement wisdom from Shaq, and tackle the fine line between generosity and giving too much in retirement. There’s something for everyone – no matter what stage of retirement you’re in.Chapters00:00 IntroThe Desire to Retire01:45 Level One: I don’t see myself retiring04:55 Level Two: I could retire, but I’m getting paid well06:20 Level Three: I’d like to retire soon, but I don’t know how08:05 Level Four: I’d really like to retire NOW.09:40 Level Five: I need to retire like yesterday!Retirement Lessons from Shaq Quotes14:07 Why Shaq16:00 On habits 18:00 On taxes21:55 On worrying24:17 On motivationGenerosity28:00 Guiding Retirees who are generous34:00 Retirees who are too generousListener Questions 40:45 How often should I visit my financial advisor near retirement?46:20 Want to retire early at 57 – What do I need to consider?Ready to plan your retirement? Do you have specific questions for Tom and the team at Mosley Wealth Management? Contact us here https://mosleywealthmanagement.com/contact/ ===================================================If you enjoy this content, please 𝐒𝐔𝐁𝐒𝐂𝐑𝐈𝐁𝐄! https://www.youtube.com/channel/UCPMvD3G1cZA1Kz4CKnwynhA?sub_confirmation=1=================================================== ⭐ 𝐂𝐎𝐍𝐍𝐄𝐂𝐓 𝐖𝐈𝐓𝐇 𝐔𝐒 𝐎𝐍 𝐒𝐎𝐂𝐈𝐀𝐋 𝐌𝐄𝐃𝐈𝐀⭐ - Facebook: https://www.facebook.com/mosleyeaseintoretirement- Instagram: https://www.instagram.com/easeintoretirement/- LinkedIn: https://www.linkedin.com/company/mosley-wealth-management#RetirementPlanning #RetirementRisks #RetirementBlueprint #MarketRisk #TaxPlanning #Social Security #Retirement #RetirementReady #FinanicalAdvisors #RetirementSavings #Retirement #HowtoPrepareforRetirement #RetirementTips #RetirementStrategyDISCLOSURE: 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 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 Mosley Insurance & Financial Services.For more information, visit: www.mosleywealthmanagement.com
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Episdoe 122: "The Retirement Game: The 5 Levels of Wanting Out & Wisdom from a Baller"
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