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
  • Your Old Annuity

    Your Old Annuity
    Aug 15 2025

    In this episode of Element Wealth Radio, Jeremy Nelson discusses the current landscape of annuities, emphasizing the importance of reviewing existing contracts in light of rising interest rates. He highlights the potential benefits of 1035 exchanges, the impact of required minimum distributions (RMDs) on tax brackets, and the implications of the Secure Act on inherited IRAs. The conversation also covers strategies for aligning lifestyle goals with financial planning, managing the fear of running out of money, and the importance of diversifying income sources in retirement. Additionally, Jeremy provides insights on inflation protection and the best practices for purchasing annuities, particularly for those with special needs beneficiaries.

    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
  • Retirement Myths

    Retirement Myths
    Aug 8 2025

    In this episode of Element Wealth Radio, Jeremy Nelson and Gary Nolan discuss common misconceptions about retirement planning, emphasizing the importance of early planning, understanding healthcare costs, and the reality of 401(k) contributions. They explore strategies for generating tax-free income in retirement, including Roth conversions, and address the challenges of early retirement and inflation. The conversation also covers the pros and cons of annuities as a financial tool for retirees.

    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
  • Classic Financial Advice

    Classic Financial Advice
    Aug 1 2025

    In this episode of Element Wealth Radio, hosts Gary Nolan and Jeremy Nelson explore the evolving landscape of retirement planning. They discuss the relevance of traditional financial advice in today's context, particularly regarding mortgage payoff, retirement income needs, and the implications of downsizing. The conversation also delves into the impact of inflation on retirement savings and strategies to hedge against it. Additionally, they address the financial responsibilities of grandparents and the importance of balancing generosity with personal financial security. The episode concludes with practical advice on navigating common retirement scenarios and questions.

    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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