In this conversation, Jeremy Nelson and Gary Nolan discuss common risky assumptions people make about retirement planning, including reliance on market performance, inflation, and family support. They emphasize the importance of understanding market risks and the potential benefits of strategic financial planning during downturns. The discussion also highlights the significance of working with trustworthy financial advisors who prioritize clients' best interests. In this conversation, Jeremy Nelson discusses the importance of having a well-structured financial plan that can withstand market fluctuations and unexpected life changes.

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

See omnystudio.com/listener for privacy information.

In this conversation, Jeremy Nelson and Gary Nolan discuss the challenges retirees face in navigating market turbulence and the importance of understanding Social Security benefits. They emphasize the need for proper financial planning, diversification, and the impact of timing on Social Security benefits. The discussion highlights the knowledge gap among pre-retirees regarding Social Security and the critical decisions that can affect their financial future. In this episode of Element Wealth Radio, Gary Nolan and Jeremy Nelson discuss essential strategies for retirement planning, particularly in the context of navigating potential recessions. They emphasize the importance of understanding social security options, assessing risk in investment portfolios, and the necessity of stress testing financial plans. The conversation also covers the benefits of utilizing tax strategies during market downturns and the debate between active versus passive investment management. Jeremy provides insights on how to prepare for economic fluctuations and the importance of staying calm during uncertain times.

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

See omnystudio.com/listener for privacy information.

In this episode, Jeremy Nelson and Gary Nolan discuss the current economic climate, focusing on recession fears and their implications for retirees. They emphasize the importance of not panicking and reviewing financial plans to ensure security in retirement. The conversation also covers practical strategies for managing expenses, identifying hidden costs, and preparing for potential economic downturns. The hosts provide insights on how to navigate financial challenges while maintaining a focus on long-term goals. In this episode, Gary Nolan and Jeremy Nelson discuss the financial dynamics between parents and their adult children, focusing on the significant support many parents provide to their children and the implications for their own financial security. They explore the statistics surrounding parental financial support, the challenges of teaching financial independence, and the importance of balancing support with the need for children to learn financial responsibility. The conversation also delves into risk tolerance in investments and the importance of financial planning, including strategies like qualified charitable distributions.

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

See omnystudio.com/listener for privacy information.