『Element Wealth Radio with Jeremy Nelson』のカバーアート

Element Wealth Radio with Jeremy Nelson

Element Wealth Radio with Jeremy Nelson

著者: Jeremy Nelson
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In this conversation, Jeremy Nelson and Gary Nolan discuss the realities of retirement, highlighting common mistakes retirees make, such as underestimating expenses and failing to maximize social security benefits. They emphasize the importance of having a tax strategy and planning for long-term care. The discussion also covers the overwhelming choices in retirement planning and draws lessons from notorious financial crimes, warning listeners to be cautious and informed in their financial decisions. In this conversation, Jeremy Nelson and Gary Nolan discuss critical aspects of financial planning, including cybersecurity threats, the importance of estate planning, and strategies for wealth transfer. . The conversation concludes with a Q&A segment addressing common retirement scenarios and the importance of tax planning in retirement.

Reach out to Jeremy at 800-800-6073 or https://www.myelementwealth.com/

2025 Broadcasting Experts, LLC
エピソード
  • Your Million Dollar Mindset!
    2025/09/12

    In this episode of Element Wealth Radio, Gary Nolan and Jeremy Nelson discuss the complexities of retirement planning, emphasizing that a seven-figure 401k is not the sole indicator of financial security. They explore the importance of understanding income replacement ratios, the impact of market downturns, and the necessity of personalized retirement strategies. The conversation also covers various investment options, including ETFs, annuities, and the role of cash in retirement portfolios. Listeners are encouraged to consider their lifestyle needs and the emotional aspects of investing as they prepare for retirement.

    Reach out to Jeremy at 800-800-6073 or https://www.myelementwealth.com/

    See omnystudio.com/listener for privacy information.

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    57 分
  • "Grey Divorce"
    2025/09/05

    In this episode, Jeremy Nelson and Gary Nolan discuss the complexities of love and finances for older couples entering new relationships, often referred to as gray unions. They explore the financial implications of merging assets, the importance of clear communication about finances, and the need for strategic planning in retirement, especially regarding 401k options and healthcare costs. The conversation also touches on unconventional retirement strategies, including the risks of relying on lotteries and reverse mortgages.

    Reach out to Jeremy at 800-800-6073 or https://www.myelementwealth.com/

    See omnystudio.com/listener for privacy information.

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    56 分
  • Gen X is Next to Retire
    2025/08/29

    In this conversation, Jeremy Nelson and Gary Nolan discuss the unique challenges and opportunities facing Generation X as they approach retirement. They explore the importance of proactive financial planning, tax efficiency, healthcare considerations, and the emotional aspects of transitioning into retirement. The discussion emphasizes the need for a tailored retirement income plan, the risks of low-yield accounts, and the significance of understanding social security strategies. Through listener scenarios, they provide practical advice for navigating retirement planning effectively.

    Reach out to Jeremy at 800-800-6073 or https://www.myelementwealth.com/

    See omnystudio.com/listener for privacy information.

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    57 分
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