Element Wealth Radio with Jeremy Nelson Podcast Por Jeremy Nelson arte de portada

Element Wealth Radio with Jeremy Nelson

Element Wealth Radio with Jeremy Nelson

De: 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/

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Episodios
  • Post Work Stressors
    Nov 14 2025

    This conversation delves into the multifaceted challenges retirees face today, including inflation, healthcare costs, emotional identity, housing expenses, market volatility, and the uncertainties surrounding social security and pensions. The discussion emphasizes the importance of comprehensive retirement planning, addressing common questions retirees have, and the necessity of understanding risk tolerance and tax implications. The hosts advocate for proactive financial strategies 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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    57 m
  • Get a Plan
    Nov 7 2025

    This conversation delves into the critical aspects of retirement planning, emphasizing the importance of having a structured financial plan to alleviate stress and ensure a secure future. Jeremy Nelson discusses various strategies tailored for high net worth individuals, the significance of understanding tax implications, and the necessity of adapting to modern investment options. The dialogue also covers essential topics such as long-term care insurance, estate planning, and optimizing 401k contributions, providing listeners with actionable insights to enhance their retirement strategies.

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

    See omnystudio.com/listener for privacy information.

    Más Menos
    57 m
  • Smart Spending
    Oct 31 2025

    In this episode of Element Wealth Radio, Jeremy Nelson and Gary Nolan discuss the emotional and practical aspects of spending in retirement. They explore various spending rules, including the 0.01% rule and the concept of spending gains, while emphasizing the importance of having guardrails in place to prevent overspending. The conversation shifts to modernizing retirement plans to adapt to longer life expectancies and changing financial landscapes. They highlight the significance of planning for longevity, diversifying income sources, and maintaining open communication with family regarding financial matters.

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

    See omnystudio.com/listener for privacy information.

    Más Menos
    56 m
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