Element Wealth Radio with Jeremy Nelson Titelbild

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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    In this episode of Element Wealth Radio, Jeremy Nelson discusses the evolving landscape of tax planning for retirement, emphasizing the importance of proactive strategies such as Roth conversions and understanding the implications of Social Security and Medicare taxes. He highlights the significance of planning for future tax rates and introduces charitable remainder trusts as a tool for tax efficiency and legacy planning. The conversation also includes real-life scenarios that retirees may face, providing practical advice on navigating financial decisions in retirement.

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

    See omnystudio.com/listener for privacy information.
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    57 Min.
  • Big Financial Landmines

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    Jan 16 2026

    In this episode of Element Wealth Radio, Gary Nolan and Jeremy Nelson discuss various financial planning topics, including the implications of Venezuela's economic situation on global markets, strategies for charitable giving, the benefits of health savings accounts, and how to coordinate social security benefits for couples with age gaps. They also address concerns about withdrawal strategies in retirement and the importance of having a comprehensive financial plan.

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

    See omnystudio.com/listener for privacy information.
    Mehr anzeigen Weniger anzeigen
    58 Min.
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    In this conversation, Jeremy Nelson and Gary Nolan discuss the common financial mistakes that Baby Boomers make as they approach retirement. They explore misconceptions about Social Security, the importance of early retirement contributions, and the significant costs associated with healthcare in retirement. The discussion also covers the balance of risk in investments, tax considerations for withdrawals, and the necessity of estate planning. They emphasize the challenges of the first year of retirement and provide insights into emotional versus financial decision-making. The conversation concludes with practical advice on creating a sustainable retirement income plan and the importance of flexibility in financial planning.

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

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