PODCAST · business
EASE Into Retirement
by Tom Mosley
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 your retirement years with E.A.S.E. 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
Episodes
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Episode 170: "Part-Time Retirement Income Loses to 4 Tax Traps"
✅ Want to see how part-time work could affect your retirement income picture? Let's talk → https://mosleywealthmanagement.com/contact That $30,000 consulting gig in retirement might not be worth $30,000 once the IRS, Medicare, and Social Security each take a turn. In this video, Travis Hawley,...
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Episode 169: The Difference Between Leaving Money & Leaving a Legacy"
What's the difference between leaving money and leaving a legacy? Most people spend a lifetime working hard and building wealth but never take the intentional steps to turn that wealth into something that truly lasts. The result? Assets that create confusion, family conflict, or tax burdens that...
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Episode 168: "Before You Touch Social Security, Listen to This
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…
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Episode 167: "The Retirement Risks Nobody's Talking About"
Risk is hiding in all sorts of areas of your retirement. In this episode, we break down what risk really means in retirement, why it matters more than most people realize, and how to approach it strategically. We'll cover when it makes sense to take risks, how to do it wisely, where it hides in...
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Episode 166: "The Silent Retirement Killer Nobody's Talking About (It's not the stock market)"
Most people spend years worrying about market crashes, bad investments, and running out of money too soon. But there's a quieter, slower threat that's been eroding your financial future the entire time and most people don't see it coming until it's too late. It's inflation. And if you're 50 or...
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Episode 165: "The Taxes Hiding in Your IRA (And How to Manage Them Before it's Too Late)"
Most retirees are blindsided by Required Minimum Distributions, and the taxes they can cause if you're not prepared. In this video, we break down the RMD Tax Domino Effect: how a single mandatory withdrawal can trigger a chain reaction that pushes you into a higher tax bracket, causes more of…
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Episode 164: "Don't Retire Until You've Answered These 7 Questions"
Most people spend decades building their retirement savings, but almost no one spends time preparing for what retirement actually feels like once they get there. That's why so many retirees find themselves feeling lost, bored, or even regretful just months after leaving work… Not because they ran...
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Episode 163: "Why Most People Lose Money in Volatile Markets (It's Not What You Think)"
Market volatility is uncomfortable but it's not the real threat to your retirement. The real threat is how you react to it. In this episode, we break down the 3 biggest mistakes retirees and pre-retirees make when markets get rocky, and more importantly, how to avoid them. You'll also learn how…
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Episode 162: "The Social Security Numbers You Must Know!"
Before you file for Social Security benefits you need to know these key numbers to make the smartest financial decisions for yourself. Understand why you need to know your FRA, why 40 & 35 are so important and what your earnings limits are when you’re on Social Security. Don’t make a move that…
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Episode 161: " How to Make a Retirement Budget | Retirement Planning
How do you make a Retirement Budget? In today’s video, retirement expert Tom Mosley dives into the crucial components you need to include & why understanding these elements are key, no matter your financial situation.Jump to a segment using the 𝘁𝗶𝗺𝗲𝘀𝘁𝗮𝗺𝗽𝘀 𝗯𝗲𝗹𝗼𝘄! 👇TIMESTAMPS00:00…
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Episode 160: "What's in a Retirement Plan? | Address These to Retire Successfully"
𝗥𝗲𝘁𝗶𝗿𝗲𝗺𝗲𝗻𝘁 𝗲𝘅𝗽𝗲𝗿𝘁 𝗧𝗼𝗺 𝗠𝗼𝘀𝗹𝗲𝘆 𝗲𝘅𝗽𝗹𝗮𝗶𝗻𝘀 𝘁𝗵𝗲 𝟲 𝗮𝗿𝗲𝗮𝘀 𝘁𝗵𝗮𝘁 𝗺𝗮𝗸𝗲 𝘂𝗽 𝗮 𝗰𝗼𝗺𝗽𝗿𝗲𝗵𝗲𝗻𝘀𝗶𝘃𝗲, 𝗵𝗼𝗹𝗶𝘀𝘁𝗶𝗰 𝗿𝗲𝘁𝗶𝗿𝗲𝗺𝗲𝗻𝘁 𝗽𝗹𝗮𝗻 & 𝘄𝗵𝘆 𝘆𝗼𝘂 𝗺𝘂𝘀𝘁 𝗶𝗻𝗰𝗹𝘂𝗱𝗲 𝗲𝗮𝗰𝗵 𝗼𝗳 𝘁𝗵𝗲𝗺.You'll learn the difference between...
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Episode 159: "Long-Term Care: What it Costs & How to Pay for It | How to Care for Your Parents
Over 70% of adults 65+ will need long-term care at some point—yet most people aren’t prepared for the financial burden. Will you be? In this episode, we dive deep into:✅ What is Long-Term Care? – From in-home care to assisted living and nursing homes✅ How Much Does Long-Term Care Cost? – The...
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Episode 158: "Starting Late? 5 Steps to Fix Your Retirement Now!"
Feeling behind on saving for retirement? Take these 5 steps now to revamp your retirement and get your savings back on track!The reality is retirement planning can feel overwhelming, and too often, people put it off until it’s almost too late. But it’s never too late to make a change. Remember…
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Episode 157: "Avoid Chaos! What to Prepare Now to Help Family Later"
Don’t Leave Your Family in the Dark—Prepare These Vital Documents Today!Imagine your family needing critical information in an emergency—and not knowing where to find it. Whether you’re incapacitated or gone, your loved ones will face major challenges unless you’ve prepared the right documents.In...
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Episode 156: "Divorced? Widowed? Know these Strategies to Increase Your Social Security"
If you’re divorced or widowed, there’s a chance you may be eligible for a bigger Social Security benefit – especially if you’re spouse had the higher income. The Social Security Department won’t give advice, so watch this instead & see if it gives you some ideas that you can act on. 🔍 You’ll...
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Episode 155: "Social Security Strategies for Singles - When You're Flying Solo into Retirement"
Are you single and nearing retirement? Then your Social Security strategy could make or break your retirement income. In this episode, we dive into Social Security strategies for single individuals—those who don’t have a spouse to rely on for spousal or survivor benefits. Retirement expert Tom...
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Episode 154: "Under 59½? Here’s How to Take Money from Your IRA or 401(k) Without Penalties"
Thinking about tapping into your retirement savings before age 59½? Be careful — early withdrawals from your IRA, 401(k), 403(b), or other retirement accounts usually come with a 10% penalty... but there are exceptions you need to know.In this video, retirement expert Tom Mosley breaks down...
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Episode 153: "10 Steps to Retirement!"
Want to Retire? Are you Ready? Check out Tom’s list of the 10 most crucial things you must know so you can retire! With nearly 30 years in the retirement industry, Tom has a deep understanding of what is vital to creating a successful and happy retirement. Having guided retirees through changing...
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Episode 152: "30 Years Helping People Retire - Here's What Really Breaks My Heart"
After 30 years of helping people retire, I’ve seen the key mistakes and missed opportunities people make that prevent them from living the kind of retirement they dream of having. Today, I’m going to share some of these top retirement mistakes that really break my heart. I hope that sharing these...
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Episode 151: "3 Ways to Respond to Market Chaos from Trump Tariffs "
𝗜𝘀 𝘁𝗵𝗲 𝗠𝗮𝗿𝗸𝗲𝘁 𝗖𝗵𝗮𝗼𝘀 𝗳𝗿𝗼𝗺 𝘁𝗵𝗲 𝗧𝗿𝘂𝗺𝗽 𝗧𝗮𝗿𝗶𝗳𝗳𝘀 𝗽𝘂𝘀𝗵𝗶𝗻𝗴 𝘆𝗼𝘂𝗿 𝗿𝗲𝘁𝗶𝗿𝗲𝗺𝗲𝗻𝘁 𝘀𝗮𝘃𝗶𝗻𝗴𝘀 & 𝗿𝗲𝘁𝗶𝗿𝗲𝗺𝗲𝗻𝘁 𝗽𝗹𝗮𝗻𝘀 𝗳𝘂𝗿𝘁𝗵𝗲𝗿 𝗼𝘂𝘁 𝗼𝗳 𝗿𝗲𝗮𝗰𝗵? Are you losing sleep and wondering “what now?” In today’s video, retirement expert Tom...
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Episode 150: "Thinking About a ROTH Conversion While the Market’s Down? Watch This First!"
Are you thinking about doing a ROTH conversion while the market’s down? While it may seem like the best time to do a ROTH conversion and make a smart tax move, there are some major pitfalls you HAVE to be aware so you don’t blow up your retirement! In today’s video, Tom breaks down three critical...
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Episode 149: "5 Crucial Steps to Retire Successfully in 5 years"
𝗔𝗿𝗲 𝘆𝗼𝘂 𝗽𝗹𝗮𝗻𝗻𝗶𝗻𝗴 𝘁𝗼 𝗿𝗲𝘁𝗶𝗿𝗲 𝗶𝗻 𝘁𝗵𝗲 𝗻𝗲𝘅𝘁 𝟱 𝘆𝗲𝗮𝗿𝘀? Whether you're aiming for early retirement in your 50s or holding off until your 60s or 70s, there are critical steps you MUST take now to secure the retirement you’ve always dreamed of. 🚀 In this video,...
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Episode 148: "Renting vs. Buying/Owning a Home in Retirement"
Are you approaching retirement and wondering if you should own or rent your home? With rising housing costs and financial uncertainty, making the right decision could impact your retirement lifestyle for decades! In this video, Tom breaks down the real costs of renting vs. buying, explores the...
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Epsisode 147: "Could Your State & Local Tax Deductions Change this Year? The Great SALT Deduction Shake-Up!
In this video, Tom breaks down the latest updates on State and Local Tax (SALT) deductions and the potential shake-up that could happen if Congress revisits the Tax Cut & Jobs Act this year. If changes are made, your tax bill—and your deductions—could look very different.👉 Tom explains:•How the...
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Episode 146: "Social Security Numbers You Must Know"
When it comes to filing for Social Security benefits, there are several key numbers you must know in order to make the smartest financial decisions for yourself. Understand why you need to know your FRA, why 40 & 35 are so important and what your earnings limits are when you’re on Social…
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Episode 145: "How Risky Should I Be With My Retirement?"
When planning for retirement, many people focus on portfolio risk and risk tolerance, but the most important—and often overlooked—factor is risk capacity.💡 What is risk capacity? It’s your actual ability to take financial risks in retirement. In today’s video we discuss how looking at these 4...
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Episode 144: "Should You Move to a Low-Tax State in Retirement? The Hidden Costs & Benefits"
Is moving to a low-tax state a smart retirement decision? While lower taxes can be appealing, there are many factors—both financial and personal—that should influence your choice.In this episode, we guide you through:✅ How to create a list of states with and without state income tax – and why it...
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Episode 143: "Behind in Saving for Retirement? You Can Fix That In a Year"
Feeling behind on your retirement savings? You’re not alone. Here's the good news: You can fix that in just one year. It won’t be easy, but with focus and the right strategies, it’s absolutely possible to get back on track! Retirement planning can feel overwhelming, and too often, people put it…
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Episode 142: "Long-Term Care: The Costly Reality No One Talks About - How to Plan & Pay for it
Over 70% of adults 65+ will need long-term care at some point—yet most people aren’t prepared for the financial burden. Will you be? In this episode, we dive deep into:✅ What is Long-Term Care? – From in-home care to assisted living and nursing homes✅ How Much Does Long-Term Care Cost? – The...
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Episode 141: "Saving for Retirement: Then vs. Now - What You Can Do Today!"
Retirement savings have changed dramatically over the decades. Gone are the days when most workers could count on a pension to fund their golden years. Today, the responsibility of saving for retirement largely falls on you—through 401(k)s, IRAs, and personal investments. But what led to this...
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Episode 140: "Got a Government Pension? The Social Security Fairness Act Could Mean More $$$ For YOU!"
The Social Security Fairness Act has just been passed, and it could have a significant impact on individuals with government pensions. This groundbreaking legislation may make you or your spouse newly eligible for Social Security benefits. In this video, we break down: •Who the Social Security...
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Episode 139: "Semi-Retirement: It Could Be the Way to Go!"
For decades, the narrative around retirement has been fairly straightforward: work tirelessly until your mid-60s, then hit the brakes and transition into full-stop retirement. But with people living longer, and the desire to have more work/life balance this abrupt change can feel unsettling, even...
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Episode 138: "Updated Retirement Contribution Limits 2025"
Get ready to maximize your retirement savings in 2025! In this video, we cover the updated contribution limits for 401(k), 403(b), IRA, and Roth IRA accounts, along with other key accounts. Learn about: ✅ New 2025 contribution limits ✅ The advantages of tax-advantaged accounts ✅ Why company…
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Episode 137: "3 Ways a ROTH Conversion Can Ruin Your Retirement!"
Considering a ROTH conversion as part of your retirement strategy? While it can be a powerful tool for creating tax-free income in retirement, it’s not without risks. In today’s video, Tom breaks down three critical ways a ROTH conversion can go wrong and potentially derail your retirement plans…
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Episode 136: "How to Get Retirement Ready in 2025"
2025 is the perfect year to get retirement ready and take charge of your finances! Whether you're a few years away or already in retirement, the steps you take now can make a lasting difference. In today’s show retirement expert Tom Mosley walks you through a basic but thorough check list of the...
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Episode 135: "10 Things You Have to Know to Retire!"
Is retirement on your mind? If so, you need to check out Tom’s list of the 10 most crucial things you have to know so you can retire! With nearly 30 years in the retirement industry, Tom has gained a deep understanding of what is vital to creating a successful and happy retirement. Having guided...
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Episode 134: "How to Create a Retirement Plan"
If you want to know what needs to be in a retirement plan, this video is for you! Today, Tom explains how to build a retirement plan by outlining the the key elements you must include in creating a comprehensive strategy for your golden years. You'll learn the difference between retirement...
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Episode 133: "Retirement Planning & The New Administration – What to Know & How to Prepare "
As we prepare for the new administration in 2025, you may be wondering: What’s next for my retirement? My financial and health security? With President Trump returning to office alongside a Republican-controlled Congress, big changes could be on the horizon – especially if you are retired or...
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Episode 132: "Revamp Your Retirement in One Year!"
Feeling behind on your retirement savings? You’re not alone! Here’s the good news though, you can completely revamp your retirement in just one year! It won’t be easy, but with focus and the right strategies, it’s absolutely possible! Retirement planning can feel overwhelming, and too often…
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Episode 131: "How Do I Know If I Have Enough to Retire?"
Are you asking yourself, “𝗛𝗼𝘄 𝗗𝗼 𝗜 𝗞𝗻𝗼𝘄 𝗶𝗳 𝗜 𝗛𝗮𝘃𝗲 𝗘𝗻𝗼𝘂𝗴𝗵 𝘁𝗼 𝗥𝗲𝘁𝗶𝗿𝗲?” While studies show that a large majority of current retirees feel they have enough to live comfortably, other studies show that less than half of all pre-retirees feel they have enough. With so…
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Episode 130: "Medicare Is As Easy As A, B, C, & D"
Turning 65 comes with more than just a birthday cake and candles—it’s a major milestone in your healthcare journey. For many, it’s time to make one of the most important decisions of retirement – choosing your Medicare plan. But with so many options and fine print, where do you even begin? In...
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Episode 129: "Year-End Tax Moves for Retirement"
The Year-End Tax Deadline just around the corner! If you’re nearing retirement or already in it, this is your last chance to lock in some crucial tax-saving moves before the year ends. Today, we’re covering several key strategies that can help you maximize your retirement accounts, avoid costly...
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Episode 128: "10 Things Every Person Needs to Know About Retirement"
With nearly 30 years in the retirement industry, I’ve navigated changing Social Security rules, fluctuating tax rates, economic ups and downs, elections, changes of power, and unexpected events like the pandemic. I’ve seen it all and have learned some key lessons along the way. With those in…
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Episode 127: "What To Do With My 401K When I Leave My Job?"
Whether you leave a job or are retiring, you'll need to decide what to do with your 401K. In this video, retirement expert Tom Mosley shares 4 options you have to maximize your 401(k) when you leave your job, including the pros and cons of each option. He also discusses how timing is a crucial...
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Episode 126: "Want to Move Out of California? Here are 5 Costs You Must Consider First!"
Are you thinking about moving out of California? Before making this major life change, it’s vital that you consider these 5 important costs and how they could impact your finances – especially retirement savings! In today’s video, Tom pulls from his 29 years of working with retirees and shares…
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Episode 125: "3 Biggest Retirement Mistakes You Need to Avoid"
Are you on the brink of retirement or planning to retire soon? Beware of the three biggest mistakes that could derail your golden years! In today’s video, retirement expert Tom Mosley breaks down the most common traps retirees fall into – and how you can sidestep them with confidence. Don’t let...
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Episode 124: "Save for Retirement or Pay Off Debt? Strategic Steps to Take Now"
How in the world are you supposed save for retirement AND pay off debt?! It’s a balancing act that can feel extremely overwhelming, especially with market uncertainties, inflation, and rising costs. But here’s the truth, both goals are possible with the right strategy. Today, retirement expert…
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Episode 123: "What Taxes Will I Have to Pay in Retirement"
One of the biggest issues you'll encounter in retirement is taxes! Ugh. While you can't escape taxes entirely, you can minimize your tax burden by understanding what taxes you'll encounter in retirement and the options you have to strategically manage them.🔍𝗝𝗼𝗶𝗻 𝗧𝗼𝗺 𝗶𝗻 𝘁𝗵𝗶𝘀...
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Episode 122: "RMDs - How to Avoid Common RMD Mistakes"
Building up your retirement savings takes decades of hard work, but one misstep with Required Minimum Distributions (RMDs) can lead to massive penalties. In today’s show, retirement expert Tom Mosley explains RMDs and shares the top RMD mistakes people make. He also provides crucial tips on how…
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Episode 121: "Hidden Retirement Costs That Can Kill Your Retirement"
Are you ready for retirement, but unsure about all the hidden costs that might sneak up on you? In this video, “10 Hidden Costs in Retirement,” retirement expert Tom Mosley uncovers the often-overlooked expenses that could impact your financial future. From healthcare to taxes and more, knowing...
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ABOUT THIS SHOW
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 your retirement years with E.A.S.E. 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
HOSTED BY
Tom Mosley
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Frequently Asked Questions
How many episodes does EASE Into Retirement have?
EASE Into Retirement currently has 160 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is EASE Into Retirement about?
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...
How often does EASE Into Retirement release new episodes?
EASE Into Retirement publishes regularly with 160 episodes available. Check the episode list for the typical release schedule.
Where can I listen to EASE Into Retirement?
You can listen to EASE Into Retirement on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.
Who hosts EASE Into Retirement?
EASE Into Retirement is created and hosted by Tom Mosley.
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