EPISODE · Apr 30, 2026 · 50 MIN
Episode 125: "When Life Doesn't Go According to Plan: Retirement Strategies for the Unexpected"
from E.A.S.E. Into Retirement Radio Show · host Tom Mosley
Life has a way of surprising us and not always in the good way. Whether it's a market crash, a health scare, the loss of a spouse, or a sudden job change, the unexpected has a way of showing up right when you can least afford it.In this episode, we dive deep into history's biggest financial black swan events and unpack the lessons every retiree needs to know. Because as Bob Dylan so wisely put it, the times, they are a-changin'.We'll also walk through the real-life curveballs that hit closest to home - job loss, major health crises, and the death of a spouse - and share practical strategies to help you navigate them without derailing your retirement.No matter what life throws at you, the right plan can make all the difference.Chapters00:00 IntroWhat Black Swan Events Have Taught us04:50 Black Tuesday (market recovered)08:15 Dot Com Crash (diversification)09:55 911 Attacks (Have a plan and hold)11:00 2008 Financial Crisis (Have an income set)13:25 How to overcome these during retirementBob Dylan’s Lyric & Some Solid Financial Advice18:25 Times are ChangingLife Happens. How to Handle the Unexpected in Retirement27:00 Moving to a new job & getting laid off33:30 Receiving an inheritance35:30 Facing a big health crisis37:45 Death of a spouseListener Questions42:00 Are dinner seminars worth it?44:28 With gas prices going up, should I buy an electric car?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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Episode 125: "When Life Doesn't Go According to Plan: Retirement Strategies for the Unexpected"
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