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/

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    Épisodes
    • The Quiet Fear of Retirement

      The Quiet Fear of Retirement
      Feb 13 2026

      In this conversation, Jeremy Nelson and Gary Nolan explore the often unspoken fears that retirees face as they transition from saving to spending. They discuss the emotional aspects of retirement planning, emphasizing that financial preparedness is not just about numbers but also about addressing deeper concerns related to identity and purpose. The discussion highlights the importance of having a solid financial plan that incorporates income, growth, and guarantees, as well as the need for retirees to feel comfortable spending their savings. The conversation also touches on the overwhelming choices retirees face and how a written plan can provide clarity and confidence in decision-making.

      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
    • A Brand New Era of Retirement

      A Brand New Era of Retirement
      Feb 6 2026

      In this episode of Element Wealth Radio, Jeremy Nelson and Gary Nolan discuss the evolving landscape of retirement planning. They explore how retirees are redefining their golden years, the impact of technology on retirement, the complexities of tax planning, and the importance of lifestyle changes. The conversation emphasizes the need for a comprehensive financial strategy that includes income growth, guarantees, and a focus on personal fulfillment 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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      52 min
    • The TCJA Has Been Extended

      The TCJA Has Been Extended
      Jan 23 2026

      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
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