This conversation explores the different phases of retirement, focusing on the first decade, known as the 'go-go years,' where retirees are often more active and spend more than anticipated. It discusses the importance of planning for both the energetic early years and the slower, more reflective later years, emphasizing the need for financial strategies that accommodate lifestyle changes, healthcare costs, and emotional well-being. The discussion also includes practical scenarios that retirees may face, such as working part-time, transitioning to a side hustle, and navigating healthcare before Medicare eligibility.

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

See omnystudio.com/listener for privacy information.

In this episode of Element Wealth Radio, Gary Nolan and Jeremy Nelson discuss the complexities of retirement, focusing on the first year, the importance of routines, emotional aspects, healthcare costs, and the need for flexibility in planning. They explore real-life scenarios faced by retirees and provide insights on how to navigate these challenges effectively, emphasizing the significance of having a comprehensive financial plan that adapts to changing circumstances.

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 discusses the critical aspects of estate planning, including common pitfalls, the importance of updating beneficiary designations, and the implications of the widow's tax trap. He emphasizes the need for proper planning to ensure financial stability for surviving spouses and explores the growing interest in alternative investments as part of retirement strategies. The conversation also addresses common retirement scenarios, providing insights on how to navigate financial decisions during significant life changes.

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

See omnystudio.com/listener for privacy information.