In this episode of Confessions From the Home Office, I interview Wes Wright, whose entrepreneurial journey took him from professional chef to Medicare and retirement planning specialist. After 17 years in the culinary world and running a successful food truck business, Wes found his calling in helping people navigate the complexities of retirement planning and Medicare. His transition was inspired by his mother's challenging experience with healthcare costs, including $300,000 in long-term care expenses.
Wes shares how his background as a chef helps him break down complex Medicare information for clients, treating each one like family. He emphasizes starting retirement planning in your mid-50s and explains why Medicare supplement plans often better serve his clients' needs, despite lower commissions. His approach combines the precision of his culinary training with a deep understanding of retirement planning needs.
Drawing from his varied entrepreneurial experiences, including a fortunately-timed near-miss with restaurant ownership just before COVID-19, Wes now guides clients through critical planning periods at ages 59½ and 62. He provides in-person consultations to ensure clients fully understand their Medicare options and avoid costly mistakes.
Connect with Wes: Phone: 864-710-6611 Email: wesley@hopkinsfinancial.info Website: hopkinsfinancial.com
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Contact Wendi Hill at wendi@wendihill.com
Market Momentum is a full-service marketing agency located in Greenville, South Carolina. Market Momentum helps businesses plan and execute their marketing consistently, using online and offline tools. No marketing team member on staff? You probably don't need one. Companies outsource their marketing to us, and we become your Marketing Department. Get all of the expertise without all of the overhead.
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