『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
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  • A Few Financial Surprises

    A Few Financial Surprises
    2025/05/30

    When we talk about living on a fixed income, most retirees imagine tightening the belt and bracing for higher bills. But the reality is more nuanced. While some costs — like healthcare — may rise, others might drop or even disappear entirely. Think about it: no more commuting, fewer work clothes, and maybe even downsizing your home. Today, we’re diving into the financial ebb and flow of retirement expenses, so you can plan with clarity and confidence.

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

    See omnystudio.com/listener for privacy information.
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    53 分
  • The Road to Retirement

    The Road to Retirement
    2025/05/23

    We live life in stages—childhood, school, careers, raising families—and eventually, we reach the final frontier that most of us will experience: retirement.
    Now, retirement doesn’t have to be scary or uncertain. With some solid planning and a little attention to detail, that road to retirement can actually be pretty smooth.

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

    See omnystudio.com/listener for privacy information.
    続きを読む 一部表示
    56 分
  • Five Smart Money Moves

    Five Smart Money Moves
    2025/05/16

    In this episode of Element Wealth Radio, Jeremy Nelson discusses the positive outlook of retirees, with 72% reporting better-than-expected experiences. The conversation covers essential strategies retirees are employing, such as building multiple income streams, ensuring predictable income, consolidating retirement accounts, and maximizing contributions. Additionally, they address common retirement red flags, the importance of understanding expenses, and planning for healthcare costs. The episode emphasizes the need for a balanced investment mix and finding purpose in retirement. In this episode of Element Wealth Radio, Gary Nolan and Jeremy Nelson discuss essential aspects of retirement planning, including the importance of saving adequately, understanding healthcare costs, navigating taxes, and the significance of estate planning. They address common retirement scenarios and provide insights on how to optimize retirement income through various strategies, including annuities and Roth conversions. The conversation emphasizes the need for a comprehensive financial plan to ensure a secure and fulfilling 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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    55 分

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