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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/

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Épisodes
  • You're Magic Number
    Jul 25 2025

    In this episode of Element Wealth Radio, Gary Nolan and Jeremy Nelson discuss the complexities of retirement planning, focusing on the importance of personalized financial strategies, the impact of healthcare costs, and the necessity of having a written plan. They explore real-life success stories of retirees who overcame financial challenges and emphasize the need for tax diversification and strategic social security timing. The conversation highlights common mistakes retirees make and offers insights into how to navigate the uncertainties of retirement effectively.

    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
  • The Big Beautiful Bill
    Jul 18 2025

    In this episode, Jeremy Nelson and Gary Nolan discuss the recently passed 'Big Beautiful Bill,' exploring its key features, tax changes, and implications for various demographics, particularly seniors. They delve into government spending cuts, student loan reforms, and immigration funding, while also addressing the fiscal and political landscape surrounding the bill. The conversation shifts to investment strategies, comparing dividend investing with growth stocks, and concludes with a detailed explanation of annuity bonuses and their implications for financial planning.

    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
  • Play it Safe??
    Jul 11 2025

    In this conversation, Jeremy Nelson and Gary Nolan discuss the critical differences between saving and investing, emphasizing the importance of understanding when to prioritize each based on individual financial goals. They explore how investing can combat inflation and the necessity of balancing both saving and investing strategies. The discussion transitions into the concept of phased retirement, highlighting its benefits and implications for financial planning. The conversation concludes with practical advice on common retirement scenarios and questions, providing listeners with actionable insights for their financial futures.

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

    See omnystudio.com/listener for privacy information.

    Voir plus Voir moins
    55 min

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