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Element Wealth Radio with Jeremy Nelson

Element Wealth Radio with Jeremy Nelson

Auteur(s): Jeremy Nelson
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À propos de cet audio

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
Épisodes
  • Low Key Millionaires
    Nov 28 2025

    In this episode, Jeremy Nelson and Gary Nolan explore the concept of 'stealth wealth'—the idea that true wealth is often understated and not flashy. They discuss the habits of wealthy retirees, the psychology behind financial choices, and the importance of intentional spending. The conversation also touches on the impact of social pressures on spending, the FIRE movement among younger generations, and the tax advantages of modest living. Additionally, they delve into the emotional aspects of retirement, the significance of having a financial blueprint, and the challenges of sudden retirements. The episode concludes with practical advice on balancing big retirement dreams with financial realities.

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

    See omnystudio.com/listener for privacy information.

    Voir plus Voir moins
    56 min
  • Year End Strategies
    Nov 21 2025

    In this episode of Element Wealth Radio, Jeremy Nelson discusses essential financial strategies to consider before the year ends, including tax-saving moves, the importance of understanding longevity risk in retirement, and the benefits of strategic charitable giving. The conversation also addresses common retirement challenges through a Q&A segment, providing insights on social security, income planning, and long-term care insurance.

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

    See omnystudio.com/listener for privacy information.

    Voir plus Voir moins
    56 min
  • 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.

    Voir plus Voir moins
    57 min
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