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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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  • Tax Strategies Including Roth Conversions!

    Tax Strategies Including Roth Conversions!
    Oct 9 2026

    In this episode, Jeremy Nelson from Element Wealth discusses the enduring relevance of the four percent rule, strategies for managing taxes and withdrawals in retirement, and how to optimize asset allocation for long-term financial security. Call Jeremy Nelson at 601-957-6006. Or click here.

    See omnystudio.com/listener for privacy information.
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    57 Min.
  • The Role of Diversification in Retirement Planning.

    The Role of Diversification in Retirement Planning.
    Sep 30 2026

    Jeremy Nelson and Jackie Selby discuss the complexities of private market investments, retirement planning, and managing liquidity and concentration risks to ensure a secure financial future. Call 601-957-6006 to connect with Jeremy. You may also use his website to connect. Click here.

    See omnystudio.com/listener for privacy information.
    Mehr anzeigen Weniger anzeigen
    58 Min.
  • Risks and Rewards of Private Market Investments!

    Risks and Rewards of Private Market Investments!
    Sep 25 2026

    Jeremy Nelson and Jackie Selby discuss the complexities of private market investments, retirement planning, and managing liquidity and concentration risks to ensure a secure financial future. Call 601-957-6006 or click here for an email inquiry.

    See omnystudio.com/listener for privacy information.
    Mehr anzeigen Weniger anzeigen
    57 Min.
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