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Artwork for E.A.S.E. Into Retirement Radio Show

E.A.S.E. Into Retirement Radio Show

Tom Mosley
Retirement Planning
Social Security
Taxes
Mosley Wealth Management
Financial Planning
Inflation
401(k)
Retirement Blueprint
Roth Conversions
Healthcare Costs
Investment Strategy
Semi-Retirement
Retirement
Investments
Retirement Risks
Interest Rates
Long-Term Care
Estate Planning
Medicare
Pensions

The E.A.S.E. INTO RETIREMENT RADIO SHOW with TOM MOSLEY, is an informative & educational weekly radio program providing you the financial knowledge you need to create the retirement lifestyle you envision. With over 30 years of expertise in the financial industry and a background in the ministry, Tom shares his knowledge & enthusiasm for retirement strategy with sound information, poignant stories... more

PublishesWeeklyEpisodes123Founded2 years ago
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InvestingBusiness

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Artwork for E.A.S.E. Into Retirement Radio Show

Latest Episodes

What if the biggest risk to your retirement isn't the market - it's YOU? This week we're unpacking the emotional side of money. Using the lens of Disneyland's most iconic rides, we walk through how the highs and lows of investing feel a lot like a th... more

Not every popular financial strategy is the right one, especially as you approach or enter retirement. In this episode, we break down which commonly recommended financial moves may be overrated for retirees, and which ones often fly under the radar b... more

Whether you're just starting to think about retirement or you're already deep in the planning process, today's show breaks it all down, from your very first meeting with a financial advisor, to the financial "characters" that play a starring role in ... more

Life moves pretty fast and so does your retirement window. In this episode, we're taking a page from Ferris Bueller's playbook and asking the hard question: Are you actually making the most of what you have?

We cover everything from what to do with ... more

The people in your life who give you financial advice usually mean well, but good intentions don't always lead to good outcomes. In this episode, Tom breaks down why the retirement advice you're getting from family members and even trusted financial ... more

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... more

Are you truly prepared for retirement or just thinking you are? In this episode,𝗜𝗻 𝘁𝗵𝗶𝘀 𝗲𝗽𝗶𝘀𝗼𝗱𝗲, 𝘄𝗲'𝗿𝗲 𝘀𝗵𝗮𝗿𝗶𝗻𝗴 𝗮 𝗿𝗲𝘁𝗶𝗿𝗲𝗺𝗲𝗻𝘁 𝗿𝗲𝗮𝗹𝗶𝘁𝘆 𝗰𝗵𝗲𝗰𝗸... 𝗕𝗿𝗲𝗮𝗸𝗶𝗻𝗴 𝗱𝗼𝘄𝗻 𝘁𝗵𝗲 𝗲𝘀𝘀𝗲𝗻𝘁𝗶𝗮𝗹 𝗿𝗲𝘁𝗶𝗿... more

Retirement doesn't happen overnight, and neither does a great retirement plan. In this episode, we walk you through every critical stage of the retirement journey, the questions you should be asking your financial planner right now, and the surprisin... more

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Hosts

Kristin Oakley
Co-host with a focus on financial insights and strategies related to retirement planning.
Tom Mosley
Founder of Mosley Wealth Management, providing insights on retirement strategy, tax planning, investment strategies, and more.

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Talking Points

Recent interactions between the hosts and their guests.

Episode 108: "The Giving Season & Your Retirement: A Year-End Financial Reality Check"
Q: Elaine in Tustin asks if there's any reason to work with an advisor when she already has more money than she'll need.
Tom emphasizes validating the budget, inflation adjustments, tax implications of withdrawals, and using a retirement blueprint to ensure income lasts through retirement, recommending a free retirement blueprint to see if formal planning is needed.
Episode 107: "From Workdays to Holidays: A Retiree’s First Christmas & Their Most Valuable Assets"
Q: What are the biggest assets retirees should focus on?
The three biggest assets are typically the 401(k), the house, and Social Security; these drive the retirement blueprint and determine whether you can sustain your lifestyle through age 85 and beyond.
Episode 102: "Soar into Retirement: How to Stay on Course When Turbulence Hits"
Q: Is there a perfect age to start Social Security?
No. There isn't a universal perfect age; the best time depends on an individual's full financial picture and future needs, which is why a personalized plan is essential.
Episode 109: "Retirement Ready: What to Have in Place Moving Forward"
Q: Should I take money from multiple IRAs for required minimum distributions or pull all from one account?
You can aggregate RMDs from multiple IRAs and take the total from the worst-performing one to allow the others to continue growing; for 401(k)s and similar plans you must take an RMD from each one separately.
Episode 103: "The Retirement Truths No One Talks About"
Q: Teresa in Poway asked if she should stay at a comfortable job with good benefits or switch to something she loves, even if it means less pay.
Tom advised calculating the financial feasibility, considering downsizing income if needed, but emphasized having a solid plan and numbers before making a move, warning against relying on hope or feelings alone.

Audience Metrics

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Frequently Asked Questions About E.A.S.E. Into Retirement Radio Show

What is E.A.S.E. Into Retirement Radio Show about and what kind of topics does it cover?

Focused on providing valuable financial insights, this show offers listeners a comprehensive understanding of retirement planning and the multifaceted strategies necessary to navigate this critical phase of life. The discussions cover essential topics such as managing taxes, understanding inflation, devising investment strategies, and addressing healthcare concerns. With a wealth of experience in the financial sector, the host shares relatable anecdotes and updates on the latest news affecting retirement, aiming to empower listeners to create their ideal retirement lifestyle. Unique aspects include a fiduciary perspective which emphasizes the importance of tailored financial advice and ethical decision-making.

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Which podcasts are similar to E.A.S.E. Into Retirement Radio Show?

These podcasts share a similar audience with E.A.S.E. Into Retirement Radio Show:

1. Providence Financial Retirement Show with Anthony Saccaro
2. Ready For Retirement
3. Your Money, Your Wealth
4. Retirement Starts Today
5. Retirement Planning Education, with Andy Panko

How many episodes of E.A.S.E. Into Retirement Radio Show are there?

E.A.S.E. Into Retirement Radio Show launched 2 years ago and published 123 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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