EPISODE · Jun 12, 2023 · 56 MIN
Picking a Social Security Advisor
from The Retirement Factory · host Josh Wells, Manny Rezendes, and Jason Wells
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!
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What this episode covers
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/ (https://l.facebook.com/l.php?u=https%3A%2F%2Fretirementfactory.com%2F%3Ffbclid%3DIwAR32Sgr9TDytWQg7sbJ6wmp0NPmpcUukNH7oDONEprILcm0xYLeeIRkA5rc&h=AT2Cdfndpe6a2NEP4BtSMTN-mR0Dol9Qe_KfvAFyRM0x0Q34QY3SbjqF2tDAavmgz7eQBe8h4oeQCXswlPCOthXF7w-nseSJ6IS3K183boYyoxG-ohKlYIyAe_PTXwTDw72P&__tn__=-UK-R&c%5B0%5D=AT35Oh8DgkYZYJHP3FOYla2vzZnLGzK32j7T7QfPBDTlX_UHYksMZFxH7v1yReL-omkUixLOt0AixGkSL2mJUkx63rpWDYCUWe_SbGIt2j9kBhS1dKRs3SGeky3I1fcFRzgirfcJ4Mdn-BvPckgd8VmK99VPXdJzse8LbhztJEe2aGTCAUrMdb6Bi5tzAzxXa35MG11fH_VNv_zo0SVITkNN)If you join one of our clubs, or attend an upcoming event, visit:https://euclidfs.com/community-2/ (https://l.facebook.com/l.php?u=https%3A%2F%2Feuclidfs.com%2Fcommunity-2%2F%3Ffbclid%3DIwAR2-eErTYffF-1iX2iq_REuDK9LUBDcNHcHFg_bbvfSCY8UodpIrunDJ3QI&h=AT2xb_MCUlqNymJg2Qe27FxH8j3q2BAO6x7_HidoyQepeudPi_l292hsPBcQ--sPLd-OMqayRQiHzQ4aX1DNlyANv8mj_pCuM-899HGHeO-ob4x7VWcLGSA53AfYUT-gODMq&__tn__=-UK-R&c%5B0%5D=AT35Oh8DgkYZYJHP3FOYla2vzZnLGzK32j7T7QfPBDTlX_UHYksMZFxH7v1yReL-omkUixLOt0AixGkSL2mJUkx63rpWDYCUWe_SbGIt2j9kBhS1dKRs3SGeky3I1fcFRzgirfcJ4Mdn-BvPckgd8VmK99VPXdJzse8LbhztJEe2aGTCAUrMdb6Bi5tzAzxXa35MG11fH_VNv_zo0SVITkNN)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/ (https://l.facebook.com/l.php?u=https%3A%2F%2Feuclidfs.com%2F%3Ffbclid%3DIwAR3INpBRNfZgxUzJm1fjr_5kbCQh6qRi2hc0xzm95kTb5l6L8XWfEUmMgeY&h=AT2QgBMKlFWj5vaIe54ojrhcliKM8a3feG2vopcRNae--non5BDAi4Jx4LkTqJFWXAtRzd7OVAirDK2Xx9nm8H8lI_vcEg07JTx-KGW1ckfW1R0fArM5WLv3Fu7DfhTiR_s-&__tn__=-UK-R&c%5B0%5D=AT35Oh8DgkYZYJHP3FOYla2vzZnLGzK32j7T7QfPBDTlX_UHYksMZFxH7v1yReL-omkUixLOt0AixGkSL2mJUkx63rpWDYCUWe_SbGIt2j9kBhS1dKRs3SGeky3I1fcFRzgirfcJ4Mdn-BvPckgd8VmK99VPXdJzse8LbhztJEe2aGTCAUrMdb6Bi5tzAzxXa35MG11fH_VNv_zo0SVITkNN) for more info!
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Picking a Social Security Advisor
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