Couverture de Element Wealth Radio with Jeremy Nelson

Element Wealth Radio with Jeremy Nelson

Element Wealth Radio with Jeremy Nelson

De : 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/

2026 Broadcasting Experts, LLC
Épisodes
  • The Rollover Crossroads

    The Rollover Crossroads
    Jul 3 2026

    In this episode, Jeremy Nelson discusses key aspects of retirement planning, including 401(k) rollovers, concentration risks, HSAs, inherited IRAs, and the importance of comprehensive financial strategies. Learn how to optimize your retirement assets and avoid common pitfalls.

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

    See omnystudio.com/listener for privacy information.
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    56 min
  • The Retirement Date Wild Card

    The Retirement Date Wild Card
    Jul 10 2026

    In this episode, Jeremy Nelson discusses the complexities of retirement planning, including the importance of flexible retirement dates, pension elections, managing debt, and supporting adult children. Learn practical strategies to optimize your retirement income and avoid common pitfalls.

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

    See omnystudio.com/listener for privacy information.
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    56 min
  • All About ETF's

    All About ETF's
    Jul 17 2026

    Jeremy Nelson discusses the nuances of ETFs, leveraged products, and Roth conversions, providing valuable insights for retirement planning and investment 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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    54 min
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