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The Retirement Factory
The Retirement Factory episodes
- 3 Worlds of Money
Welcome to the Retirement Factory radio show, where we get you TO and THROUGH your entire retirement. In last week's episode, discussed a the 3 Worlds of Money: Banking, Stock Market, and Insurance, and how each "world" functions within a cohesive retirement plan.
Our expert hosts, Josh "The Foreman" Wells, and Manny "The Money Man" Rezendes, will provide you with valuable insights and practical tips to help you achieve a fulfilling retirement. So, Turn Up Your Speakers, and Let's Get Ready To Retire Right!
To Hear More Retirement Factory Episodes, visit: https://retirementfactory.com/
If you join one of our clubs, or attend an upcoming event, visit:
https://euclidfs.com/community-2/
If you have a question about your portfolio, or need a second opinion on your retirement plans, please call 401-727-2727, or visit https://euclidfs.com/ for more info!
56 min - Retirement Myths - Income
Welcome to the Retirement Factory radio show, where we get you TO and THROUGH your entire retirement. In last week's episode, we discussed a crucial aspect of retirement planning: understanding your guaranteed, predictable, and flexible income streams and how they fit within your budget.
Our expert hosts, Josh "The Foreman" Wells, and Manny "The Money Man" Rezendes, will provide you with valuable insights and practical tips to help you achieve a fulfilling retirement. So, Turn Up Your Speakers, and Let's Get Ready To Retire Right!
To Hear More Retirement Factory Episodes, visit: https://retirementfactory.com/
If you join one of our clubs, or attend an upcoming event, visit:
https://euclidfs.com/community-2/
If you have a question about your portfolio, or need a second opinion on your retirement plans, please call 401-727-2727, or visit https://euclidfs.com/ for more info!
56 min - Picking a Social Security Advisor
Welcome to the Retirement Factory radio show, where we get you TO and THROUGH your entire retirement. In this week's episode, we explore the key factors to consider when selecting a Social Security advisor. Your hosts Josh "The Foreman" Wells, and Manny "The Money Man" Rezendes share their tips on how to assess an advisor's track record and ensure they have a deep understanding of Social Security regulations and strategies.
To Hear More Retirement Factory Episodes, visit: https://retirementfactory.com/
If you join one of our clubs, or attend an upcoming event, visit:
https://euclidfs.com/community-2/
If you have a question about your portfolio, or need a second opinion on your retirement plans, please call 401-727-2727, or visit https://euclidfs.com/ for more info!
56 min - 401(k) Lifecycle
Welcome to the Retirement Factory Radio Show, where we get you TO and THROUGH your entire retitement. Last weekend, the Euclid Team guided you through your 401K's lifecycle, as well as explore Required Minimum Distribution (RMD), and provide valuable insights for a secure retirement. Tune in and unlock your 401(k)'s potential with the Retirement Factory!
Our expert hosts, Josh "The Foreman" Wells, and Manny "The Money Man" Rezendes, will provide you with valuable insights and practical tips to help you achieve a fulfilling retirement. So, Turn Up Your Speakers, and Let's Get Ready To Retire Right!
To Hear More Retirement Factory Episodes, visit: https://retirementfactory.com/
If you join one of our clubs, or attend an upcoming event, visit:
https://euclidfs.com/community-2/
If you have a question about your portfolio, or need a second opinion on your retirement plans, please call 401-727-2727, or visit https://euclidfs.com/ for more info!
56 min - Social Security Tax - Debt
Welcome to the Retirement Factory Radio Show, where we get you TO and THROUGH your entire retirement. Last weekend, we discussed the tax implications of Social Security and its role in your retirement income. Remember, Social Security benefits are taxable income, so plan every retiree should accordingly.
Our expert hosts, Josh "The Foreman" Wells, and Manny "The Money Man" Rezendes, will provide you with valuable insights and practical tips to help you achieve a fulfilling retirement. So, Turn Up Your Speakers, and Let's Get Ready To Retire Right!
To Hear More Retirement Factory Episodes, visit: https://retirementfactory.com/
If you join one of our clubs, or attend an upcoming event, visit:
https://euclidfs.com/community-2/
If you have a question about your portfolio, or need a second opinion on your retirement plans, please call 401-727-2727, or visit https://euclidfs.com/ for more info!
56 min - Taxes - Marginal vs. Progressive
Welcome to the Retirement Factory Radio Show! This week, we dive into the world of taxes, covering exemptions, deductions, and credits. Discover marginal tax brackets, A.G.I., and effective tax rates—the walk away tax rate!
Join us as we explore flat and progressive tax systems, and how they impact your hard-earned money. Learn about the three primary ways to earn money: inheritance, personal earnings, and capital gains.
Our expert hosts, Josh "The Foreman" Wells, and Manny "The Money Man" Rezendes, will provide you with valuable insights and practical tips to help you achieve a fulfilling retirement. So, Turn Up Your Speakers, and Let's Get Ready To Retire Right!
To Hear More Retirement Factory Episodes, visit: https://retirementfactory.com/
If you join one of our clubs, or attend an upcoming event, visit:
https://euclidfs.com/community-2/
If you have a question about your portfolio, or need a second opinion on your retirement plans, please call 401-727-2727, or visit https://euclidfs.com/ for more info!
56 min - Retirement Lifecycle - Starting Point
Welcome to The Retirement Factory Radio Show! In this episode, we explore the phases of retirement: go-go, slow-go, and no-go.
In the go-go phase, prepare for retirement by organizing your assets and choosing a distribution advisor. They'll assist with tasks like 401k rollovers, Social Security withdrawal, budgeting, and managing income distributions.
Transitioning to the slow-go phase, focus on preserving assets while enjoying retirement. Consider downsizing or finding a more manageable living situation. Prioritize healthcare and adjust your retirement plan if needed.
In the no-go phase, plan for the future and your legacy. Determine retirement benefits and ensure your loved ones are taken care of after you pass away. Organize your affairs to provide peace of mind.
To Hear More Retirement Factory Episodes, visit: https://retirementfactory.com/
If you join one of our clubs, or attend an upcoming event, visit:
https://euclidfs.com/community-2/
If you have a question about your portfolio, or need a second opinion on your retirement plans, please call 401-727-2727, or visit https://euclidfs.com/ for more info!
56 min - Ready to be Ready
Hello and welcome to the Retirement Factory radio show! Catch up the latest episode where we dive into income and strategic planning for retirement. Discover how to effectively structure your income planning to simplify other aspects of your retirement.
Join us each week as we bring you engaging discussions on retirement planning. Our expert hosts, Josh "The Foreman" Wells, and Manny "The Money Man" Rezendes, will provide you with valuable insights and practical tips to help you achieve a fulfilling retirement. So turn up your speakers and Let's Get Ready To Retire Right.
To Hear More Retirement Factory Episodes, visit: https://retirementfactory.com/
If you join one of our clubs, or attend an upcoming event, visit:
https://euclidfs.com/community-2/
If you have a question about your portfolio, or need a second opinion on your retirement plans, please call 401-727-2727, or visit https://euclidfs.com/ for more info!
56 min - Aging In Place
Welcome to the Retirement Factory radio show! In our previous episode, we discussed the topic of aging in place and explored various options such as receiving assistance while living in your own home, staying with family members, or moving to a specialized care facility for aging adults. Join us every week as we bring you insightful discussions on retirement planning. Our hosts, Josh "The Foreman" Wells, and Manny "The Money Man" Rezendes, will provide you with valuable insights and tips to help you retire right. So turn up the volume and Let's Get Ready To Retire Right!
To Hear More Retirement Factory Episodes, visit: https://retirementfactory.com/
If you join one of our clubs, or attend an upcoming event, visit: https://euclidfs.com/community-2/
If you have a question about your portfolio, or need a second opinion on your retirement plans, please call 401-727-2727, or visit https://euclidfs.com/ for more info!
56 min - Simplify Retirement
Welcome to The Retirement Factory, the show that helps retirees TO and THROUGH their entire retirement.In this episode, we'll cover important retirement planning topics, such as knowing when to leave your employer, generating income after steady income is lost, maximizing Social Security benefits, using IRA to back up Social Security claims, and understanding Medicare.
To Hear More Retirement Factory Episodes, visit: https://retirementfactory.com/
If you join one of our clubs, or attend an upcoming event, visit: https://euclidfs.com/community-2/
If you have a question about your portfolio, or need a second opinion on your retirement plans, please call 401-727-2727, or visit https://euclidfs.com/ for more info!
Tune in for valuable insights and tips to help you prepare for your retirement, and don't let retirement become mediocre!
56 min
About The Retirement Factory
From the publisher's feed
Euclid Financial Services specializes in helping with the retirement needs of Baby Boomers, assisting with plans to get them to and through their entire retirement. Now Euclid Financial is pleased to bring this information to you through their exciting show, “The Retirement Factory,” every week. Topics discussed are real life situations in easy to understand terms, whether it is social security, pensions, healthcare expenses, preserving wealth, or simply finding purpose. No “financialeeze” is spoken. Over the years, Euclid has helped thousands of boomers enjoy their lives instead of worrying about their money.
Your hosts are Josh Wells “The Foreman”, Jason “The Republican” Wells, and Manny “The Money Man” Rezendes. They have been featured and quoted in international financial publications such as The Wall Street Journal, USA Today, and Newsweek, as well as appearances on major television networks such as CBS, NBC, ABC, and Fox. Start your path to becoming a Precise Planner today.