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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
  • Estate Planning is For Everyone

    Estate Planning is For Everyone
    Sep 19 2025

    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.
    Voir plus Voir moins
    56 min
  • Your Million Dollar Mindset!

    Your Million Dollar Mindset!
    Sep 12 2025

    In this episode of Element Wealth Radio, Gary Nolan and Jeremy Nelson discuss the complexities of retirement planning, emphasizing that a seven-figure 401k is not the sole indicator of financial security. They explore the importance of understanding income replacement ratios, the impact of market downturns, and the necessity of personalized retirement strategies. The conversation also covers various investment options, including ETFs, annuities, and the role of cash in retirement portfolios. Listeners are encouraged to consider their lifestyle needs and the emotional aspects of investing as they prepare for 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
  • "Gray Divorce"

    "Gray Divorce"
    Sep 5 2025

    In this episode, Jeremy Nelson and Gary Nolan discuss the complexities of love and finances for older couples entering new relationships, often referred to as gray unions. They explore the financial implications of merging assets, the importance of clear communication about finances, and the need for strategic planning in retirement, especially regarding 401k options and healthcare costs. The conversation also touches on unconventional retirement strategies, including the risks of relying on lotteries and reverse mortgages.

    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
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