Money Personality

Money Personality

Update: 2025-10-10
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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.

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Money Personality

Money Personality

Jeremy Nelson