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Element Wealth Radio with Jeremy Nelson

Element Wealth Radio with Jeremy Nelson

Von: 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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  • Better Advice, Bigger Decisions

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    In this episode, Jeremy Nelson discusses how to navigate complex retirement planning, the importance of comprehensive advice, and the growing role of private market investments. Learn how to optimize your financial strategy for long-term success.

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

    See omnystudio.com/listener for privacy information.
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  • The Surprise-Bill Reserve

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    Jun 12 2026

    This episode explores the hidden retirement blind spots, the importance of liquidity planning, managing unexpected expenses, and the risks of relying on simple withdrawal rules. Jeremy Nelson shares expert insights on how retirees can better prepare for financial surprises and optimize their retirement income strategies.

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

    See omnystudio.com/listener for privacy information.
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  • Higher Rates, Higher Stakes

    Higher Rates, Higher Stakes
    Jun 5 2026

    This episode explores the impact of inflation, higher interest rates, and AI on retirement planning. Jeremy Nelson shares insights on managing risks, planning for travel, and integrating AI tools safely into financial strategies.

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

    See omnystudio.com/listener for privacy information.
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    51 Min.
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