EPISODE · Jun 19, 2026 · 11 MIN
Episode 168: "Before You Touch Social Security, Listen to This
from EASE Into Retirement · host Tom Mosley
Social Security seems straightforward until you realize how many ways it can go wrong. Claiming at the wrong time, misunderstanding spousal benefits, missing a key deadline, these aren't rare mistakes. They take place every day, and most people never see them coming.Travis Hawley cuts through the complexity and gives you a practical, no-fluff look at the decisions that shape your benefits for life. Whether retirement is five years out or five months away, this episode will help you think about one of your most important financial assets.Chapters00:00 Intro00:42 #1 Do This02:39 #2 Don’t Do This04:32 #3 Do This05:42 #4 Don’t Do This07:52 #5 Do This09:51 The E.A.S.E. frameworkReady to plan your retirement? Do you have specific questions for Travis and the team at Mosley Wealth Management? Contact us here https://mosleywealthmanagement.com/contact/ #SocialSecuirty #SocialSecurityMistakes #SocialSecurityTips #RetirementStrategy===================================================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-managementDISCLOSURE: Advisory services offered through Mosley Wealth Management, Inc. (MWM), an investment adviser registered with the U.S. Securities & Exchange Commission. Investment advisory services offered by duly registered individuals through Mosley Wealth Management, Inc. (“MWM”)and Mosley Insurance and Financial Services are affiliated companies by common ownership. License # 0K76766Investing 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.For more information go to: www.mosleywealthmanagement.com
What this episode covers
Social Security seems straightforward until you realize how many ways it can go wrong. Claiming at the wrong time, misunderstanding spousal benefits, missing a key deadline, these aren't rare mistakes. They take place every day, and most people never see them coming.Travis Hawley cuts through the complexity and gives you a practical, no-fluff look at the decisions that shape your benefits for life. Whether retirement is five years out or five months away, this episode will help you think about one of your most important financial assets.Chapters00:00 Intro00:42 #1 Do This02:39 #2 Don’t Do This04:32 #3 Do This05:42 #4 Don’t Do This07:52 #5 Do This09:51 The E.A.S.E. frameworkReady to plan your retirement? Do you have specific questions for Travis and the team at Mosley Wealth Management? Contact us here https://mosleywealthmanagement.com/contact/ #SocialSecuirty #SocialSecurityMistakes #SocialSecurityTips #RetirementStrategy===================================================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-managementDISCLOSURE: Advisory services offered through Mosley Wealth Management, Inc. (MWM), an investment adviser registered with the U.S. Securities & Exchange Commission. Investment advisory services offered by duly registered individuals through Mosley Wealth Management, Inc. (“MWM”)and Mosley Insurance and Financial Services are affiliated companies by common ownership. License # 0K76766Investing 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.For more information go to: www.mosleywealthmanagement.com
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Episode 168: "Before You Touch Social Security, Listen to This
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