Claim OwnershipElement Wealth Radio with Jeremy Nelson
Subscribed: 1Played: 5
Subscribe
© 2025 Broadcasting Experts, LLC
Description
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/
147 Episodes
Reverse
In this episode of Element Wealth Radio, Jeremy Nelson and Gary Nolan discuss the common missteps people make when saving for retirement. They emphasize the importance of starting early, understanding retirement needs, and the risks of being too conservative with investments. The conversation also covers the consequences of early withdrawals, the impact of inflation, and the significance of healthcare costs in retirement. Listeners are encouraged to build a solid financial plan to navigate market volatility and unexpected expenses. The episode concludes with insights on comparing oneself to others in retirement and balancing growth with security in investment strategies. Reach out to Jeremy at 800-800-6073 or https://www.myelementwealth.com/See omnystudio.com/listener for privacy information.
In this episode, Jeremy Nelson and Gary Nolan explore the concept of 'stealth wealth'—the idea that true wealth is often understated and not flashy. They discuss the habits of wealthy retirees, the psychology behind financial choices, and the importance of intentional spending. The conversation also touches on the impact of social pressures on spending, the FIRE movement among younger generations, and the tax advantages of modest living. Additionally, they delve into the emotional aspects of retirement, the significance of having a financial blueprint, and the challenges of sudden retirements. The episode concludes with practical advice on balancing big retirement dreams with financial realities. Reach out to Jeremy at 800-800-6073 or https://www.myelementwealth.com/See omnystudio.com/listener for privacy information.
In this episode of Element Wealth Radio, Jeremy Nelson discusses essential financial strategies to consider before the year ends, including tax-saving moves, the importance of understanding longevity risk in retirement, and the benefits of strategic charitable giving. The conversation also addresses common retirement challenges through a Q&A segment, providing insights on social security, income planning, and long-term care insurance. Reach out to Jeremy at 800-800-6073 or https://www.myelementwealth.com/See omnystudio.com/listener for privacy information.
This conversation delves into the multifaceted challenges retirees face today, including inflation, healthcare costs, emotional identity, housing expenses, market volatility, and the uncertainties surrounding social security and pensions. The discussion emphasizes the importance of comprehensive retirement planning, addressing common questions retirees have, and the necessity of understanding risk tolerance and tax implications. The hosts advocate for proactive financial strategies to ensure a secure and fulfilling retirement. Reach out to Jeremy at 800-800-6073 or https://www.myelementwealth.com/See omnystudio.com/listener for privacy information.
This conversation delves into the critical aspects of retirement planning, emphasizing the importance of having a structured financial plan to alleviate stress and ensure a secure future. Jeremy Nelson discusses various strategies tailored for high net worth individuals, the significance of understanding tax implications, and the necessity of adapting to modern investment options. The dialogue also covers essential topics such as long-term care insurance, estate planning, and optimizing 401k contributions, providing listeners with actionable insights to enhance their retirement strategies. Reach out to Jeremy at 800-800-6073 or https://www.myelementwealth.com/ See omnystudio.com/listener for privacy information.
In this episode of Element Wealth Radio, Jeremy Nelson and Gary Nolan discuss the emotional and practical aspects of spending in retirement. They explore various spending rules, including the 0.01% rule and the concept of spending gains, while emphasizing the importance of having guardrails in place to prevent overspending. The conversation shifts to modernizing retirement plans to adapt to longer life expectancies and changing financial landscapes. They highlight the significance of planning for longevity, diversifying income sources, and maintaining open communication with family regarding financial matters. Reach out to Jeremy at 800-800-6073 or https://www.myelementwealth.com/See omnystudio.com/listener for privacy information.
In this episode of Element Wealth Radio, Jeremy Nelson discusses the five pillars of retirement planning: income, investments, taxes, healthcare, and estate planning. He emphasizes the importance of a comprehensive strategy that addresses the unique challenges retirees face today, including longer life expectancies and rising healthcare costs. The conversation also covers the implications of recent tax law changes, the significance of decumulation strategies, and the need for tax-efficient investment approaches. Listeners are encouraged to take proactive steps in their financial planning to ensure a secure and fulfilling retirement. Reach out to Jeremy at 800-800-6073 or https://www.myelementwealth.com/See omnystudio.com/listener for privacy information.
In this conversation, Jeremy Nelson and Gary Nolan explore the multifaceted aspects of legacy planning, emphasizing that true legacy extends beyond financial assets to include values, lessons, and family dynamics. They discuss the importance of understanding estate tax exemptions, the role of ethical wills, and the significance of charitable giving in creating a living legacy. The conversation also highlights the necessity of open family discussions about estate planning, the impact of retirement income strategies, and the importance of preparing for unexpected life events. Overall, the dialogue provides valuable insights into comprehensive financial planning and the importance of balancing enjoyment and security in retirement. Reach out to Jeremy at 800-800-6073 or https://www.myelementwealth.com/See omnystudio.com/listener for privacy information.
In this episode of Element Wealth Radio, Jeremy Nelson and Gary Nolan explore the intricate relationship between financial behaviors and retirement planning. They discuss how money personalities influence spending habits, the myth of frugality, and the impact of lifestyle creep. The conversation delves into common financial disagreements among couples, the importance of communication, and the tax implications of marriage in retirement. Listeners are encouraged to consider advanced tax strategies and the significance of planning for widowhood, as well as practical retirement scenarios that highlight the need for a comprehensive financial plan. Reach out to Jeremy at 800-800-6073 or https://www.myelementwealth.com/See omnystudio.com/listener for privacy information.
This conversation explores the different phases of retirement, focusing on the first decade, known as the 'go-go years,' where retirees are often more active and spend more than anticipated. It discusses the importance of planning for both the energetic early years and the slower, more reflective later years, emphasizing the need for financial strategies that accommodate lifestyle changes, healthcare costs, and emotional well-being. The discussion also includes practical scenarios that retirees may face, such as working part-time, transitioning to a side hustle, and navigating healthcare before Medicare eligibility. Reach out to Jeremy at 800-800-6073 or https://www.myelementwealth.com/See omnystudio.com/listener for privacy information.
In this episode of Element Wealth Radio, Gary Nolan and Jeremy Nelson discuss the complexities of retirement, focusing on the first year, the importance of routines, emotional aspects, healthcare costs, and the need for flexibility in planning. They explore real-life scenarios faced by retirees and provide insights on how to navigate these challenges effectively, emphasizing the significance of having a comprehensive financial plan that adapts to changing circumstances. Reach out to Jeremy at 800-800-6073 or https://www.myelementwealth.com/See omnystudio.com/listener for privacy information.
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.
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.
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.
In this conversation, Jeremy Nelson and Gary Nolan discuss the unique challenges and opportunities facing Generation X as they approach retirement. They explore the importance of proactive financial planning, tax efficiency, healthcare considerations, and the emotional aspects of transitioning into retirement. The discussion emphasizes the need for a tailored retirement income plan, the risks of low-yield accounts, and the significance of understanding social security strategies. Through listener scenarios, they provide practical advice for navigating retirement planning effectively. Reach out to Jeremy at 800-800-6073 or https://www.myelementwealth.com/See omnystudio.com/listener for privacy information.
In this conversation, Jeremy Nelson and Gary Nolan discuss the evolution of retirement planning from the 1990s to today, emphasizing the need for modern strategies that account for longer lifespans, inflation, and changing market conditions. They critique the outdated 4% rule and explore various income strategies, including the role of dividend stocks, bucket strategies, and annuities. The discussion also covers the implications of Roth versus traditional IRAs, the importance of understanding required minimum distributions (RMDs), and the risks associated with investing like the wealthy. Finally, they address estate planning and how to minimize tax exposure for heirs. Reach out to Jeremy at 800-800-6073 or https://www.myelementwealth.com/See omnystudio.com/listener for privacy information.
In this episode of Element Wealth Radio, Jeremy Nelson discusses the current landscape of annuities, emphasizing the importance of reviewing existing contracts in light of rising interest rates. He highlights the potential benefits of 1035 exchanges, the impact of required minimum distributions (RMDs) on tax brackets, and the implications of the Secure Act on inherited IRAs. The conversation also covers strategies for aligning lifestyle goals with financial planning, managing the fear of running out of money, and the importance of diversifying income sources in retirement. Additionally, Jeremy provides insights on inflation protection and the best practices for purchasing annuities, particularly for those with special needs beneficiaries. Reach out to Jeremy at 800-800-6073 or https://www.myelementwealth.com/ See omnystudio.com/listener for privacy information.
In this episode of Element Wealth Radio, Jeremy Nelson and Gary Nolan discuss common misconceptions about retirement planning, emphasizing the importance of early planning, understanding healthcare costs, and the reality of 401(k) contributions. They explore strategies for generating tax-free income in retirement, including Roth conversions, and address the challenges of early retirement and inflation. The conversation also covers the pros and cons of annuities as a financial tool for retirees. Reach out to Jeremy at 800-800-6073 or https://www.myelementwealth.com/See omnystudio.com/listener for privacy information.
In this episode of Element Wealth Radio, hosts Gary Nolan and Jeremy Nelson explore the evolving landscape of retirement planning. They discuss the relevance of traditional financial advice in today's context, particularly regarding mortgage payoff, retirement income needs, and the implications of downsizing. The conversation also delves into the impact of inflation on retirement savings and strategies to hedge against it. Additionally, they address the financial responsibilities of grandparents and the importance of balancing generosity with personal financial security. The episode concludes with practical advice on navigating common retirement scenarios and questions. Reach out to Jeremy at 800-800-6073 or https://www.myelementwealth.com/See omnystudio.com/listener for privacy information.
In this episode of Element Wealth Radio, Gary Nolan and Jeremy Nelson discuss the complexities of retirement planning, focusing on the importance of personalized financial strategies, the impact of healthcare costs, and the necessity of having a written plan. They explore real-life success stories of retirees who overcame financial challenges and emphasize the need for tax diversification and strategic social security timing. The conversation highlights common mistakes retirees make and offers insights into how to navigate the uncertainties of retirement effectively. Reach out to Jeremy at 800-800-6073 or https://www.myelementwealth.com/See omnystudio.com/listener for privacy information.
Comments
Download from Google Play
Download from App Store
United States