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Featuring Tom Mosley

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Episode 23: The Foundation of Income (Part 2)

Through a series of 7 different podcasts, Tom talks about how to build your “financial house” for your retirement planning.
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Episode 22: The Foundation of Income (Part 1)

Through a series of 7 different podcasts, Tom talks about how to build your “financial house” for your retirement planning.
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Episode 21: 10 Things Retirees Often Get Wrong About Taxes (Part 4)

We want you to pay lots of taxes, but none that you do not have to legally pay. In the entire scope of a 20-to-30-year retirement, most want to pay the lowest amount of taxes possible. However, here are 10 things retirees often get wrong about taxes!
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Episode 20: 10 Things Retirees Often Get Wrong About Taxes (Part 3)

We want you to pay lots of taxes, but none that you do not have to legally pay. In the entire scope of a 20-to-30-year retirement, most want to pay the lowest amount of taxes possible. However, here are 10 things retirees often get wrong about taxes!
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Episode 19: 10 Things Retirees Often Get Wrong About Taxes (Part 2)

We want you to pay lots of taxes, but none that you do not have to legally pay. In the entire scope of a 20-to-30-year retirement, most want to pay the lowest amount of taxes possible. However, here are 10 things retirees often get wrong about taxes!
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Episode 18: 10 Things Retirees Often Get Wrong About Taxes (Part 1)

We want you to pay lots of taxes, but none that you do not have to legally pay. In the entire scope of a 20-to-30-year retirement, most want to pay the lowest amount of taxes possible. However, here are 10 things retirees often get wrong about taxes!
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Episode 17: 3 Basic Strategies to Develop Retirement Income

Tom talks about 3 basic strategies that can be used to develop a retirement income plan. Some can insure none, all or part of your lifetime income while leaving your emergency and growth investment in the market. Neither of the three is inherently right or wrong. You must decide what is right for you!
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Episode 16: 10 Good Things That Have Come Out of the Pandemic!

Many look at the pandemic that is now over a year old as all bad! In reality, there are some good things that have resulted. We can be thankful for a lot of things, especially #10!!
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Episode 15: PENSIONS – Take or Rollover

Tom will discuss how to handle pensions in retirement.
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Episode 14: The Gift of Estate Planning

Tom explains the importance of estate planning and how to prepare for it.
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