Shows
The Retirement Factory3 Worlds of MoneyWelcome 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, vis...2023-06-2655 minThe Retirement FactoryRetirement Myths - IncomeWelcome 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...2023-06-2056 minThe Retirement FactoryPicking a Social Security AdvisorWelcome 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...2023-06-1256 minThe Retirement Factory401(k) LifecycleWelcome 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...2023-06-0556 minThe Retirement FactorySocial Security Tax - DebtWelcome 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...2023-05-3056 minThe Retirement FactoryTaxes - Marginal vs. ProgressiveWelcome 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 pr...2023-05-2256 minThe Retirement FactoryReady to be ReadyHello 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.2023-05-0856 minThe Retirement FactoryAging In PlaceWelcome 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! 2023-05-0156 minThe Retirement FactoryMedicare A, B, C, D - DebtOn the latest episode of the Retirement Factory Radio Show, hosts Josh Wells and Manny Rezendes provide a comprehensive guide to picking and buying Medicare coverage. They delve into the different parts of Medicare, including Parts A and B which are provided by the government and cover hospital and medical insurance. The hosts explain that while these plans offer basic coverage, there are gaps that can leave seniors with significant out-of-pocket expenses.To fill these gaps, your go-to retirement experts discuss supplemental coverage, also known as Medigap, which is provided by private insurers such...2023-04-0356 minThe Retirement Factory3 Worlds of Money2022-05-1856 minThe Retirement Factory401k Life Cycle In this episode, learn to utilize your retirement 401k savings throughout its entire life cycle. 2022-04-1855 minThe Retirement FactoryLife CycleLife Cycle examines how budgeting across the Slow-Go, and No-Go years can trigger a successful retirement.2022-04-1856 minThe Retirement FactorySocial SecuritySocial Security Tax looks at how social security is organized in the 3 Worlds of Money (banking, stock market and insurance). 2022-04-1856 minThe Retirement FactoryRetirement Factory Show - Lifecycle Starting PointHello Euclidteers, it’s time to tune in to “The Retirement Factory”. The exciting show where we help Baby Boomers get to and through their entire retirement.In this week’s episode “Life Cycle”, the panel explains how budgeting across the Slow-Go, and No-Go years can ensure you a great retirement.Be sure to visit https://euclidfs.com/ to schedule your next appointment or discover all your retirement needs.2021-11-0955 minThe Retirement FactoryLifecycle Starting PointHello Euclidteers, it’s time to tune in to “The Retirement Factory”. The exciting show where we help Baby Boomers get to and through their entire retirement.In this week’s episode “Life Cycle”, the panel explains how budgeting across the Slow-Go, and No-Go years can ensure you a great retirement.Be sure to visit https://euclidfs.com/ to schedule your next appointment or discover all your retirement needs.2021-11-0955 minThe Retirement FactoryMedicareJoin us for this week’s episode as our panel simplifies the lifetime health insurance Medicare and what it means in a changing health care system2021-08-2556 minThe Retirement Factory401k
In this episode, the panel breaks down the best financial practices and philosophies to enact a great retirement.
2021-08-1856 minThe Retirement FactoryPicking an advisor
In this episode, the panel breaks down the best financial practices and philosophies to enact a great retirement.
2021-08-1856 minThe Retirement FactoryRetirement LifecycleIn this week’s Life Cycle episode, the panel explains how budgeting across the Slow-Go, and No-Go years can ensure you a great retirement.2021-07-1356 minThe Retirement FactoryUnderstanding RetirementThis week we are excited to introduce to you our new co-host Annie E “The Retiree” in a brand new episode titled Understanding Retirement.
In this episode, our panel walks you through the 5 stages: (Ready-to-be-ready, retirement vacation, go-go, slow-go, and no-go) and what each stage means for a successful retirement.
Tune in to “The Retirement Factory” radio show every weekend - the show where we help Baby Boomers get to and through their entire retirement.2021-07-1356 minThe Retirement FactoryRetirement MisstepsListen in to "Retirement Missteps" this show examines the 3 types of income (guaranteed, flexible, and predictable) and the necessity of forwarding thinking during each retirement stage.
Join us every weekend as Josh “Foreman” Wells and Manny “The Money Man” Rezendes get you to and through your entire retirement. Tune in, turn it up and learn to retire right. Be sure to visit https://euclidfs.com/ for more information on your retirement.
2021-06-2156 minThe Retirement FactorySimplify RetirementDo you know what type of retiree you are?
Tumble Weed
Short Term Thinker
Precise Planner
Listen as they discuss how to simplify retirement and overcome retirement obstacles.2021-06-0756 minThe Retirement FactorySimplify RetirementDo you know what type of retiree you are?
Tumble Weed
Short Term Thinker
Precise Planner
Listen as they discuss how to simplify retirement and overcome retirement obstacles.2021-06-0756 minThe Retirement FactoryRetirement Factory - Lifecycle Income_05152021Listen in to "Learn About Your 401k Life-cycle" from investing at your company to using it in your retirement!2021-05-1756 minThe Retirement FactoryRetirement Factory Show - Picking a SS Advisor 05012021If you are thinking about maximizing your Social Security, this is a show you can't miss!2021-05-1756 minThe Retirement FactoryRetirement Factory Show - Ready to be Ready"Ready to Retire" this week to learn about what you need to build your retirement strategy and what tools you will need to have a great retirement. The panel reviews what you must think about while you are still working to have all pieces of the retirement puzzle in place..2021-04-1556 minThe Retirement Factory75 Retirement Life CycleThere are three stages in retirement. Go-Go years, Slow-Go years, and the No-Go years. If you are not familiar with these and the budgets, you need to tune in this week as the team discusses the way to get to and through your entire retirement.2021-03-3156 minThe Retirement FactoryPicking an advisorWhat to look for when picking an advisor for retirement.2021-03-2656 minThe Retirement FactorySocial SecurityIf you are thinking about maximizing your Social Security, this is a show you can't miss!2021-03-0856 minThe Retirement FactoryRetirement Factory - Lifecycle IncomeThere are three stages in retirement. Go-Go years, Slow-Go years, and the No-Go years. If you are not familiar with these and the budgets, you need to tune in this week as the team discusses the way to get to and through your entire retirement.
.2021-02-1656 minThe Retirement FactorySocial Security TaxesIf you are thinking about maximizing your Social Security, this is a show you can't miss!2021-02-0455 minThe Retirement FactoryPicking an advisorWhat to look for when picking an advisor for retirement.2021-01-1956 minThe Retirement FactoryMedicareGreat retirements are NO accident but when do they really start? Tune in this week as the team explains why Pre-Retirement is more important than your actual retirement start date and some common myths people have about their retirement.2021-01-1256 minThe Retirement Factory75 Retirement Life CycleThere are three stages in retirement. Go-Go years, Slow-Go years, and the No-Go years. If you are not familiar with these and the budgets, you need to tune in this week as the team discusses the way to get to and through your entire retirement.2020-12-1456 minThe Retirement Factory81-401K Life Cycle -12/5/2020Listen in to "Learn About Your 401k Life-cycle" from investing at your company to using it in your retirement!2020-12-1456 minThe Retirement FactorySocial SecurityIf you are thinking about maximizing your Social Security, this is a show you can't miss!2020-11-1655 minThe Retirement FactoryMedicareGreat retirements are NO accident but when do they really start? Tune in this week as the team explains why Pre-Retirement is more important than your actual retirement start date and some common myths people have about their retirement.2020-11-0956 minThe Retirement Factory80- Medical ABCD80- Medical ABCD2019-06-0800 minThe Retirement Factory63-Aging in Place (LTC/RICP)63-Aging in Place (LTC/RICP)2019-06-0100 minThe Retirement Factory59-Social Security59-Social Security 2019-05-2500 minThe Retirement FactoryAging in Place (LTC/RICP)Are you worried about your INDEPENDENCE in retirement as you get older? Transitioning from your Slow-Go Years to your No-Go years will affect your LIFESTYLE, but planning for those changes will EMPOWER you.
Tune in to this week's show as the team reviews techniques to use to make sure your LEGACY is passed on to your loved ones in the way that YOU want.2019-05-1800 minThe Retirement FactoryLife cycle Starting Point 4/20/19Life cycle Starting Point 4/20/192019-04-2400 minThe Retirement FactoryReady to Be ReadyReady to Be Ready2019-03-2300 minThe Retirement FactoryRetirement Myths - 3/9/19Retirement Myths - 3/9/192019-03-0900 minThe Retirement FactoryRetirement of Pitfalls/Missteps - 3/2/2019Retirement of Pitfalls/Missteps - 3/2/20192019-03-0200 minThe Retirement FactoryTaxes - Marginal vs. Progressive Tax- 2/16/2019Taxes - Marginal vs. Progressive Tax- 2/16/20192019-02-1600 minThe Retirement FactorySocial Security - 2/9/19Social Security - 2/9/192019-02-0900 minThe Retirement FactorySocial Security Taxes - 1/19/19Social Security Taxes - 1/19/192019-01-1900 minThe Retirement FactoryAging in Place (LTC/ RICP) - 1/12/19Aging in Place (LTC/ RICP) - 1/12/192019-01-1200 minThe Retirement FactoryTaxes - Marginal vs. Progressive Tax- 1/5/2019Taxes - Marginal vs. Progressive Tax- 1/5/20192019-01-0800 minThe Retirement FactoryAging in Place (LTC/RICP) 12/15/18Aging in Place (LTC/RICP) 12/15/182018-12-1500 minThe Retirement FactoryMedicare Debt 10/6/18Medicare Debt 10/6/182018-10-0800 minThe Retirement FactoryWorlds of Money 9/29/18Worlds of Money 9/29/182018-10-0100 minThe Retirement FactoryReady To Be Ready 9/22/18Ready To Be Ready 9/22/182018-09-2500 minThe Retirement FactoryLifecycle Income 9/15/18Lifecycle Income 9/15/182018-09-1700 minThe Retirement FactoryLifecycle Starting Point 9/8/18Lifecycle Starting Point 9/8/182018-09-1000 minThe Retirement FactoryBudget Missteps 9/2/18Budget Missteps 9/2/182018-09-0400 minThe Retirement FactoryRetirement Myths Budget 8/25/18Retirement Myths Budget 8/25/182018-09-0400 minThe Retirement FactorySocial Security Taxes 8/18/18Social Security Taxes 8/18/182018-08-2000 minThe Retirement FactoryBudget Missteps 8/11/18Budget Missteps 8/11/182018-08-1300 minThe Retirement FactoryPost Retirement 8/4/18Post Retirement 8/4/182018-08-0600 minThe Retirement FactoryLifecycle Income 7/28/18Lifecycle Income 7/28/182018-07-3000 minThe Retirement FactoryMedicare Debt 7/21/2018Medicare Debt 7/21/20182018-07-2300 minThe Retirement FactoryReady to be Ready 7/14/2018Ready to be Ready 7/14/20182018-07-2300 minThe Retirement FactoryTaxes Marginal vs Progressive 7/7/2018Taxes Marginal vs Progressive 7/7/20182018-07-2300 minThe Retirement FactoryAging in Place 6/30/2018Aging in Place 6/30/20182018-07-2300 minThe Retirement FactoryLifecycle Starting Point 6/23/2018Lifecycle Starting Point 6/23/20182018-07-2300 minThe Retirement FactoryMedicare Debt 6/16/2018Medicare Debt 6/16/20182018-07-2300 minThe Retirement FactoryRetirement Myths Budget 6/9/2018Retirement Myths Budget 6/9/20182018-07-2300 minThe Retirement FactoryBudget Missteps 6/2/2018Budget Missteps 6/2/20182018-07-2300 minThe Retirement FactorySocial Security Taxes 5/26/2018Social Security Taxes 5/26/20182018-07-1000 minThe Retirement FactoryPost Retirement 5/19/2018Post Retirement 5/19/20182018-07-1000 minThe Retirement FactoryReady to be Ready 5/12/18Ready to be Ready 5/12/182018-07-1000 minThe Retirement FactorySocial Security Taxes 5/6/18Social Security Taxes 5/6/182018-06-0500 minThe Retirement FactoryThink Future 4/28/18Think Future 4/28/182018-06-0500 minThe Retirement FactoryReady to be Ready 4/21/2018Ready to be Ready 4/21/20182018-06-0500 minThe Retirement FactoryRetirement Lifecycle 4/14/2018Free Euclid Financial Stress Test for all Precise Planners. Call to become a Retirement Factory Precise Planner today! 401-727-27272018-05-0100 minThe Retirement FactoryRetirement Lifecycle 4/14/2018Free Euclid Financial Stress Test for all Precise Planners. Call to become a Retirement Factory Precise Planner today! 401-727-27272018-05-0100 minThe Retirement FactoryRetirement Lifecycle 4/14/2018Free Euclid Financial Stress Test for all Precise Planners. Call to become a Retirement Factory Precise Planner today! 401-727-27272018-05-0100 minThe Retirement FactoryTaxes- Marginal Vs. Progressive Tax 4/7/2018Free Euclid Financial Stress Test for all Precise Planners. Call to become a Retirement Factory Precise Planner today! 401-727-27272018-05-0100 minThe Retirement FactoryTaxes- Marginal Vs. Progressive Tax 4/7/2018Free Euclid Financial Stress Test for all Precise Planners. Call to become a Retirement Factory Precise Planner today! 401-727-27272018-05-0100 minThe Retirement FactoryTaxes- Marginal Vs. Progressive Tax 4/7/2018Free Euclid Financial Stress Test for all Precise Planners. Call to become a Retirement Factory Precise Planner today! 401-727-27272018-05-0100 minThe Retirement FactoryPicking An Advisor 3/31/18 Free Euclid Financial Stress Test for all Precise Planners. Call to become a Retirement Factory Precise Planner today! 401-727-27272018-05-0100 minThe Retirement FactoryPicking An Advisor 3/31/18Free Euclid Financial Stress Test for all Precise Planners. Call to become a Retirement Factory Precise Planner today! 401-727-27272018-05-0100 minThe Retirement FactoryReady To Retire 3/24/18 Free Euclid Financial Stress Test for all Precise Planners. Call to become a Retirement Factory Precise Planner today! 401-727-27272018-04-0500 minThe Retirement FactoryReady To Retire 3/24/18Free Euclid Financial Stress Test for all Precise Planners. Call to become a Retirement Factory Precise Planner today! 401-727-27272018-04-0500 minThe Retirement FactorySocial Security Taxes 3/17/18 Free Euclid Financial Stress Test for all Precise Planners. Call to become a Retirement Factory Precise Planner today! 401-727-27272018-04-0500 minThe Retirement FactorySocial Security Taxes 3/17/18Free Euclid Financial Stress Test for all Precise Planners. Call to become a Retirement Factory Precise Planner today! 401-727-27272018-04-0500 minThe Retirement FactoryReady To Retire 3/10/18 Free Euclid Financial Stress Test for all Precise Planners. Call to become a Retirement Factory Precise Planner today! 401-727-27272018-04-0500 minThe Retirement FactoryReady To Retire 3/10/18Free Euclid Financial Stress Test for all Precise Planners. Call to become a Retirement Factory Precise Planner today! 401-727-27272018-04-0500 minThe Retirement FactoryTaxes Marginal vs Progressive 3/3/18Free Euclid Financial Stress Test for all Precise Planners. Call to become a Retirement Factory Precise Planner today! 401-727-27272018-03-0300 minThe Retirement FactoryTaxes Marginal vs Progressive 3/3/18Free Euclid Financial Stress Test for all Precise Planners. Call to become a Retirement Factory Precise Planner today! 401-727-27272018-03-0300 minThe Retirement FactoryThink Future 2/24/18Free Euclid Financial Stress Test for all Precise Planners. Call to become a Retirement Factory Precise Planner today! 401-727-27272018-02-2700 minThe Retirement FactoryThink Future 2/24/18Free Euclid Financial Stress Test for all Precise Planners. Call to become a Retirement Factory Precise Planner today! 401-727-27272018-02-2700 minThe Retirement FactoryRetirement Lifecycle 2/10/18Free Euclid Financial Stress Test for all Precise Planners. Call to become a Retirement Factory Precise Planner today! 401-727-27272018-02-1500 minThe Retirement FactoryRetirement Lifecycle 2/10/18Free Euclid Financial Stress Test for all Precise Planners. Call to become a Retirement Factory Precise Planner today! 401-727-27272018-02-1500 minThe Retirement FactoryRetirement Lifecycle 2/10/18Free Euclid Financial Stress Test for all Precise Planners. Call to become a Retirement Factory Precise Planner today! 401-727-27272018-02-1500 minThe Retirement FactoryPost Retirement 2/3/18Free Euclid Financial Stress Test for all Precise Planners. Call to become a Retirement Factory Precise Planner today! 401-727-27272018-02-0300 minThe Retirement FactoryPost Retirement 2/3/18Free Euclid Financial Stress Test for all Precise Planners. Call to become a Retirement Factory Precise Planner today! 401-727-27272018-02-0300 minThe Retirement FactoryPost Retirement 2/3/18Free Euclid Financial Stress Test for all Precise Planners. Call to become a Retirement Factory Precise Planner today! 401-727-27272018-02-0300 min