『Element Wealth Radio with Jeremy Nelson』のカバーアート

Element Wealth Radio with Jeremy Nelson

Element Wealth Radio with Jeremy Nelson

著者： 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/

2025 Broadcasting Experts, LLC
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  • Spending Behaviors

    Spending Behaviors
    2025/06/06

    This conversation delves into the complexities of retirement spending, highlighting findings from a JPMorgan study on the spending behaviors of retirees. It discusses the common misconceptions about retirement spending, the importance of planning for the celebration phase, and the diverse spending patterns among retirees. The discussion emphasizes the significance of maximizing the early years of retirement, known as the go-go years, and prioritizing experiences over material possessions for a fulfilling retirement. In this conversation, Jeremy Nelson discusses the transformative impact of AI on various sectors, particularly healthcare and financial planning. He emphasizes the importance of balancing AI with human intelligence to enhance productivity while being cautious of the risks associated with over-reliance on technology. The discussion also covers strategies for retirement planning, including Roth conversions and protecting purchasing power, as well as effective management of 401k rollovers.

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

    See omnystudio.com/listener for privacy information.
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    54 分
  • A Few Financial Surprises

    A Few Financial Surprises
    2025/05/30

    When we talk about living on a fixed income, most retirees imagine tightening the belt and bracing for higher bills. But the reality is more nuanced. While some costs — like healthcare — may rise, others might drop or even disappear entirely. Think about it: no more commuting, fewer work clothes, and maybe even downsizing your home. Today, we’re diving into the financial ebb and flow of retirement expenses, so you can plan with clarity and confidence.

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

    See omnystudio.com/listener for privacy information.
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    53 分
  • The Road to Retirement

    The Road to Retirement
    2025/05/23

    We live life in stages—childhood, school, careers, raising families—and eventually, we reach the final frontier that most of us will experience: retirement.
    Now, retirement doesn’t have to be scary or uncertain. With some solid planning and a little attention to detail, that road to retirement can actually be pretty smooth.

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

    See omnystudio.com/listener for privacy information.
    続きを読む 一部表示
    56 分

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