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
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 could have been avoided.
In this episode, we explore what it really takes to leave a meaningful financial legacy, not just a balance in an account, but peace of mind, shared values, and real opportunities for the people you love most.
We cover the decisions that matter most: defining what legacy means to you personally, getting your estate documents in order, understanding the tax consequences your family could face, how to prepare your loved ones for what's ahead, and how to strike the right balance between living fully today and leaving something meaningful tomorrow.
Whether you're just starting to think about estate planning or you've been putting it off for years, this episode will help you take the next step. confidence.
Chapters
00:00 Intro
00:45 What does legacy mean to you?
01:45 Estate documents
05:08 Tax consequences
07:10 Preparing your loved ones
09:08 Tips to inform your family
10:10 Living vs leaving
11:15 The E.A.S.E. framework
Ready 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/
#estateplanning #retirementplanning #RetirementStrategy
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If you enjoy this content, please 𝐒𝐔𝐁𝐒𝐂𝐑𝐈𝐁𝐄! https://www.youtube.com/channel/UCPMvD3G1cZA1Kz4CKnwynhA?sub_confirmation=1
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⭐ 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
DISCLOSURE:
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 # 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 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
19 Jun 2026
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 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.
Chapters
00:00 Intro
00:42 #1 Do This
02:39 #2 Don’t Do This
04:32 #3 Do This
05:42 #4 Don’t Do This
07:52 #5 Do This
09:51 The E.A.S.E. framework
Ready 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-management
DISCLOSURE:
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 # 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 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
29 May 2026
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 places you might not expect, and who can help you make confident, informed decisions. Whether you're still planning or already living in retirement, understanding these hidden dangers could have a big impact on the decisions you make moving forward.
Ready 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/ (https://mosleywealthmanagement.com/contact/)
#RetirementRisk #RetirementPlanning #InvestingRisk #RetirementIncome #RetirementMistakes
===================================================
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 (https://www.facebook.com/mosleyeaseintoretirement) - Instagram: https://www.instagram.com/easeintoretirement/ (https://www.instagram.com/easeintoretirement/) - LinkedIn: https://www.linkedin.com/company/mosley-wealth-management (https://www.linkedin.com/company/mosley-wealth-management)
DISCLOSURE: 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 go to: www.mosleywealthmanagement.com
Reach and audience
Public platform figures. Ratings count people who left a rating, not total listeners.
YouTube views
174,786
Score snapshot 15 Sept 2025
Apple Podcasts (US)
5.0 / 5
7 ratings
Spotify
5.0 / 5
2 ratings
Podcast Authority Score: 79 / 100
A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.
Quality
82
Social presence
91
YouTube
86
Engagement
60
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Guest appearances
Does not typically book guests
Based on episode analysis; this does not confirm that the show is currently accepting guests.
Questions about EASE Into Retirement
Who hosts EASE Into Retirement?
Tom and Tom Mosley host the show. Published by Tom Mosley.
How often do new episodes come out?
The show publishes weekly, based on its RSS feed.
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The show does not typically feature guests, based on episode analyses.
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