In this episode of Element Wealth Radio, Gary Nolan and Jeremy Nelson discuss critical concerns retirees will face in 2025, as highlighted by Goldman Sachs. They explore the concept of the 'financial vortex' that overshadows retirement savings, the importance of personalized planning, and the need for diversified investment options. The conversation also includes timeless financial advice from notable figures, emphasizing the balance between financial goals and personal well-being. In this episode, Gary Nolan and Jeremy Nelson explore how core American values shape retirement planning. They discuss the importance of self-reliance, the American dream, and the desire for freedom and security in retirement decisions. The conversation also covers practical strategies for retirement savings, including the mega backdoor Roth IRA, investment options for early savers, and budgeting for long-term care insurance. The hosts emphasize the significance of individualism in shaping retirement strategies and the importance of informed withdrawal strategies for retirement accounts.

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

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In this conversation, Jeremy Nelson and Gary Nolan discuss the common financial pitfalls retirees face, including over-reliance on equity, elder scams, and overspending. They emphasize the importance of a balanced investment strategy that includes growth and safety, especially in light of increasing life expectancy and inflation. The discussion also covers the significance of proper planning for Social Security and the risks of borrowing from retirement funds. In this segment, Jeremy Nelson discusses key financial strategies for retirees, focusing on adjusting risk tolerance, the benefits of Roth conversions, and the importance of timing these conversions. He also evaluates the pros and cons of rolling over 401k plans, explores the emerging market of crypto ETFs, and provides insights on bond reinvestment strategies in the current interest rate environment. The conversation emphasizes the need for careful planning and personalized financial advice to navigate retirement successfully.

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

See omnystudio.com/listener for privacy information.

In this episode, Gary Nolan and Jeremy Nelson discuss the rising trend of financial resolutions among Americans as they enter the new year. They explore the importance of setting financial goals, the impact of inflation, and the emotional aspects of financial planning. The conversation also covers practical advice on managing forgotten 401(k)s, the benefits of rolling over retirement accounts, and the consequences of cashing out. Listeners are encouraged to take control of their financial futures and seek professional guidance. In this episode, Gary Nolan and Jeremy Nelson discuss the critical impact of inflation on retirement planning, particularly focusing on healthcare costs, investment strategies, and the importance of hedging against inflation. They explore various financial instruments, including annuities and alternative investments, and provide insights on optimizing Social Security benefits and Roth conversions. The conversation emphasizes the need for a comprehensive financial plan that adapts to changing economic conditions.

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

See omnystudio.com/listener for privacy information.