3 Worlds of Money
The Retirement Factory
by Josh Wells, Manny Rezendes, and Jason Wells
10M ago
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://retirem ..read more
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Picking a Social Security Advisor
The Retirement Factory
by Josh Wells, Manny Rezendes, and Jason Wells
11M ago
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/com ..read more
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401(k) Lifecycle
The Retirement Factory
by Josh Wells, Manny Rezendes, and Jason Wells
11M ago
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 R ..read more
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Social Security Tax - Debt
The Retirement Factory
by Josh Wells, Manny Rezendes, and Jason Wells
11M ago
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, vi ..read more
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Taxes - Marginal vs. Progressive
The Retirement Factory
by Josh Wells, Manny Rezendes, and Jason Wells
11M ago
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 r ..read more
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Ready to be Ready
The Retirement Factory
by Josh Wells, Manny Rezendes, and Jason Wells
1y ago
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 Retire ..read more
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Aging In Place
The Retirement Factory
by Josh Wells, Manny Rezendes, and Jason Wells
1y ago
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 Retireme ..read more
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Simplify Retirement
The Retirement Factory
by Josh Wells, Manny Rezendes, and Jason Wells
1y ago
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 ..read more
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Picking a Euclid Financial Services Advisor
The Retirement Factory
by Josh Wells, Manny Rezendes, and Jason Wells
1y ago
Welcome to "The Retirement Factory" radio show! In this episode, we delve into the philosophy of money and how it can impact your retirement planning. At the heart of the discussion is the EFS Philosophy, which emphasizes the importance of protecting, preserving, and passing along your money to achieve your retirement goals. Our financial experts will share their insights on how having a philosophy about money can help retirees navigate the complex world of personal finance. They'll also discuss the role of influencers, both positive and negative, such as friends or acquaintances who give uns ..read more
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Social Security Taxes - Debt
The Retirement Factory
by Josh Wells, Manny Rezendes, and Jason Wells
1y ago
Welcome to "The Retirement Factory" radio show, where we provide financial insights to help you plan for a successful retirement. In this episode, our financial experts discuss the often-overlooked fact that Social Security income is taxable. We explain how this could impact your retirement income and provide some tips on how to minimize the tax liability on your Social Security benefits. Additionally, we shed light on the common misconception that Social Security is meant to be the sole source of income during retirement, whereas it is actually intended to make up only a portion of your retir ..read more
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