PODCAST · business
The Retirement Factory
by Josh Wells, Manny Rezendes, and Jason Wells
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.
Episodes
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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...
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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…
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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…
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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...
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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...
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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…
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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...
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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...
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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...
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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…
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Picking a Euclid Financial Services Advisor
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...
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Medicare A, B, C, D - Debt
On 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…
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Retirement Missteps - Income
"The Retirement Factory Radio Show" explores the common income mistakes people make by solely focusing on one aspect of retirement planning. Hosted by retirement experts, the show emphasizes the importance of considering various factors throughout the retirement timeline. Listeners can learn how…
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Missteps - Budget
This episode of The Retirement Factory addresses the fine print of claiming social security in retirement. Planning for when you will take Social Security so that taxes don’t affect your take home pay can get complicated quickly. How much of your Social Security claim gets taxed based on your tax...
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Social Security Tax
On this episode of "THe Retirement Factory" our financial experts discuss how Social Security is taxable income. Did you Social Security is only suppose to make up a portion of your retirement income?
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Retirement Pitfalls
In this episode, learn how to avoid missteps that are in retirement. Common missteps cause ripple throughout your retirement and cause retirees to feel like they’ve fallen off track. Understand not all money is created equal, some income goes from timeline to timeline, others are from start to...
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Simplifying Retirement
On this episode of The Retirement Factory, we cover all the basics to help you simplify your retirement strategy. we answer common questions such as, how will I know when is the right time to leave my employer? Should I still contribute to my 401k after I retire? At what age should I turn on my...
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The Retirement Factory Show - 3 Worlds of Money
Hello 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 “3 Worlds of Money”, learn how to determine where your money belongs in the banking, market, and insurance systems.…
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The Retirement Factory Show - Social Security Tax
Social Security Tax looks at how social security is organized in the 3 Worlds of Money (banking, stock market and insurance).
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Lifecycle Starting Point
Hello 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…
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Picking an advisor
In this episode, the panel breaks down the best financial practices and philosophies to enact a great retirement.
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Understanding Retirement
This 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...
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Retirement Missteps
Listen 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...
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Retirement Factory - Lifecycle Income_05152021
Listen in to "Learn About Your 401k Life-cycle" from investing at your company to using it in your retirement!
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Retirement Factory Show - Picking a SS Advisor 05012021
If you are thinking about maximizing your Social Security, this is a show you can't miss!
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Retirement 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..
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75 Retirement Life Cycle
There 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.
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Social Security
If you are thinking about maximizing your Social Security, this is a show you can't miss!
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Retirement Factory - Lifecycle Income
There 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. .
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Social Security Taxes
If you are thinking about maximizing your Social Security, this is a show you can't miss!
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Medicare
Great 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.
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81-401K Life Cycle -12/5/2020
Listen in to "Learn About Your 401k Life-cycle" from investing at your company to using it in your retirement!
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80- Medical ABCD
80- Medical ABCD
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63-Aging in Place (LTC/RICP)
63-Aging in Place (LTC/RICP)
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59-Social Security
59-Social Security
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Aging 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...
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Life cycle Starting Point 4/20/19
Life cycle Starting Point 4/20/19
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Retirement Myths - 3/9/19
Retirement Myths - 3/9/19
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Retirement of Pitfalls/Missteps - 3/2/2019
Retirement of Pitfalls/Missteps - 3/2/2019
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Taxes - Marginal vs. Progressive Tax- 2/16/2019
Taxes - Marginal vs. Progressive Tax- 2/16/2019
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Social Security - 2/9/19
Social Security - 2/9/19
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Social Security Taxes - 1/19/19
Social Security Taxes - 1/19/19
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Aging in Place (LTC/ RICP) - 1/12/19
Aging in Place (LTC/ RICP) - 1/12/19
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Taxes - Marginal vs. Progressive Tax- 1/5/2019
Taxes - Marginal vs. Progressive Tax- 1/5/2019
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Aging in Place (LTC/RICP) 12/15/18
Aging in Place (LTC/RICP) 12/15/18
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Medicare Debt 10/6/18
Medicare Debt 10/6/18
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Worlds of Money 9/29/18
Worlds of Money 9/29/18
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Ready To Be Ready 9/22/18
Ready To Be Ready 9/22/18
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Lifecycle Income 9/15/18
Lifecycle Income 9/15/18
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Lifecycle Starting Point 9/8/18
Lifecycle Starting Point 9/8/18
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ABOUT THIS SHOW
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.
HOSTED BY
Josh Wells, Manny Rezendes, and Jason Wells
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Frequently Asked Questions
How many episodes does The Retirement Factory have?
The Retirement Factory currently has 100 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is The Retirement Factory about?
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....
How often does The Retirement Factory release new episodes?
The Retirement Factory has 100 episodes. Check the episode list to see recent publication dates and frequency.
Where can I listen to The Retirement Factory?
You can listen to The Retirement Factory on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.
Who hosts The Retirement Factory?
The Retirement Factory is created and hosted by Josh Wells, Manny Rezendes, and Jason Wells.
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