In this conversation, Jeremy Nelson and Gary Nolan discuss tips and strategies to help individuals plan for retirement. They cover topics such as Roth accounts in defined contribution plans, retirement saving and student loan payments, Roth 401(k) and required minimum distributions, special countdown contributions for ages 60 to 63, delaying Social Security, understanding sequence of return risk, choosing the right place to retire, and the importance of open communication and good record-keeping in financial planning. In this conversation, Jeremy Nelson, President of Element Wealth, discusses various strategies to help individuals stretch their retirement dollars. He emphasizes the importance of understanding and managing fees, prioritizing debt repayment, creating guaranteed income streams, and gradually increasing contributions. He also addresses the impact of geopolitical tensions on the markets and offers advice on building a long-term plan to navigate potential risks.

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

In this conversation, Jeremy Nelson and Gary Nolan discuss tips and strategies to help individuals plan for retirement. They cover topics such as Roth accounts in defined contribution plans, retirement saving and student loan payments, Roth 401(k) and required minimum distributions, special countdown contributions for ages 60 to 63, delaying Social Security, understanding sequence of return risk, choosing the right place to retire, and the importance of open communication and good record-keeping in financial planning. In this conversation, Jeremy Nelson, President of Element Wealth, discusses various strategies to help individuals stretch their retirement dollars. He emphasizes the importance of understanding and managing fees, prioritizing debt repayment, creating guaranteed income streams, and gradually increasing contributions. He also addresses the impact of geopolitical tensions on the markets and offers advice on building a long-term plan to navigate potential risks.
 Reach out to Jeremy at 800-800-6073 or <a href="https://www.myelementwealth.com/">https://www.myelementwealth.com/</a>

Jeremy Nelson and the team at Element Wealth bring everything you need to know about retirement and income planning in a fast paced format. Each week, the hosts and guests on the show reveal the latest developments in the financial world to keep you informed of changes that may affect you personally, while sharing some common sense strategies that will help you make the most out of your retirement savings. We are focused on helping investors preserve and grow their assets, increase their income, and reduce taxes.

For more information or to get your own questions answered, call (800) 800-6073

Jeremy Nelson and the team at Element Wealth bring everything you need to know about retirement and income planning in a fast paced format. Each week, the hosts and guests on the show reveal the latest developments in the financial world to keep you informed of changes that may affect you personally, while sharing some common sense strategies that will help you make the most out of your retirement savings. We are focused on helping investors preserve and grow their assets, increase their income, and reduce taxes.
For more information or to get your own questions answered, call (800) 800-6073

Element Wealth Radio with Jeremy Nelson

Financial Planning “Rules of Thumb

The economic realities facing today's pre-retirees and retirees are vastly different from those of previous generations. The decline of company-paid pension plans and reduced employer support for retirement savings have shifted the savings burden onto individuals. This has led to challenges and concerns for many pre-retirees, with 70% believing they will face more challenges in retirement than their parents and grandparents did. To navigate these challenges, it is important to diversify your portfolio, incorporate guaranteed income sources, maximize benefits from legislative changes, and consider working part-time in retirement. However, it is crucial to seek the guidance of a financial advisor, as relying solely on AI programs like Chat GPT may not provide accurate or comprehensive financial literacy. In this conversation, Jeremy Nelson discusses the importance of having a trusted financial advisor and the benefits of using tools like chat GPT and AI in the financial industry. He emphasizes the need for professionals to streamline their businesses and be more efficient, while still providing personalized advice and guidance to clients. The conversation concludes with a discussion on the financial considerations of divorce and the need for financial literacy in managing personal finances.

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

The economic realities facing today's pre-retirees and retirees are vastly different from those of previous generations. The decline of company-paid pension plans and reduced employer support for retirement savings have shifted the savings burden onto individuals. This has led to challenges and concerns for many pre-retirees, with 70% believing they will face more challenges in retirement than their parents and grandparents did. To navigate these challenges, it is important to diversify your portfolio, incorporate guaranteed income sources, maximize benefits from legislative changes, and consider working part-time in retirement. However, it is crucial to seek the guidance of a financial advisor, as relying solely on AI programs like Chat GPT may not provide accurate or comprehensive financial literacy. In this conversation, Jeremy Nelson discusses the importance of having a trusted financial advisor and the benefits of using tools like chat GPT and AI in the financial industry. He emphasizes the need for professionals to streamline their businesses and be more efficient, while still providing personalized advice and guidance to clients. The conversation concludes with a discussion on the financial considerations of divorce and the need for financial literacy in managing personal finances.
 Reach out to Jeremy at 800-800-6073 or <a href="https://www.myelementwealth.com/">https://www.myelementwealth.com/</a>

It's Not Your Father's Retirement

The retirement of 10,000 baby boomers every day has significant impacts on Social Security, healthcare, housing, financial markets, government policies, and community services. The increased demand for Social Security and Medicare puts stress on the system and may lead to funding challenges. The higher demand for healthcare services can result in longer wait times and higher costs. The housing market experiences increased demand for retirement communities and downsized homes, leading to higher prices. The financial markets may be affected by the shift in investment strategy and the selling pressure from retirees. Government policies may need to be adjusted to manage the burden on social welfare programs. Community services may need to allocate more resources to cater to the aging population. In this conversation, Gary Nolan and Jeremy Nelson discuss various retirement-related topics, including the implications of divorce in retirement, leaving unequal inheritances to children, the need to save money in retirement, working part-time in retirement, saying no to adult children requesting money, and retiring at the same time or different times as a couple. The conversation provides insights and considerations for individuals planning for retirement.

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

The retirement of 10,000 baby boomers every day has significant impacts on Social Security, healthcare, housing, financial markets, government policies, and community services. The increased demand for Social Security and Medicare puts stress on the system and may lead to funding challenges. The higher demand for healthcare services can result in longer wait times and higher costs. The housing market experiences increased demand for retirement communities and downsized homes, leading to higher prices. The financial markets may be affected by the shift in investment strategy and the selling pressure from retirees. Government policies may need to be adjusted to manage the burden on social welfare programs. Community services may need to allocate more resources to cater to the aging population. In this conversation, Gary Nolan and Jeremy Nelson discuss various retirement-related topics, including the implications of divorce in retirement, leaving unequal inheritances to children, the need to save money in retirement, working part-time in retirement, saying no to adult children requesting money, and retiring at the same time or different times as a couple. The conversation provides insights and considerations for individuals planning for retirement.
 Reach out to Jeremy at 800-800-6073 or <a href="https://www.myelementwealth.com/">https://www.myelementwealth.com/</a>

10,000 Per Day!

Semi-retirement, also known as partial or phased retirement, is becoming increasingly popular among working Americans. The shift in retirement preferences for younger generations is attributed to the rise of remote and hybrid work. Phasing into retirement with semi-retirement is appealing to many who want to slow down and reduce stress while still staying engaged in their careers. However, it's important to consider factors such as health insurance, required minimum distributions, Medicare premiums, and the impact of market downturns on retirement savings. Despite potential challenges, semi-retirement can provide an opportunity to build a larger nest egg and maintain financial stability in retirement. In this conversation, Jeremy Nelson and Gary Nolan discuss retirement planning and the importance of having a comprehensive financial plan.  Finally, they discuss sustainable income investing and the importance of diversification and understanding the underlying investment strategies.

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

Semi-retirement, also known as partial or phased retirement, is becoming increasingly popular among working Americans. The shift in retirement preferences for younger generations is attributed to the rise of remote and hybrid work. Phasing into retirement with semi-retirement is appealing to many who want to slow down and reduce stress while still staying engaged in their careers. However, it's important to consider factors such as health insurance, required minimum distributions, Medicare premiums, and the impact of market downturns on retirement savings. Despite potential challenges, semi-retirement can provide an opportunity to build a larger nest egg and maintain financial stability in retirement. In this conversation, Jeremy Nelson and Gary Nolan discuss retirement planning and the importance of having a comprehensive financial plan.  Finally, they discuss sustainable income investing and the importance of diversification and understanding the underlying investment strategies.
 Reach out to Jeremy at 800-800-6073 or <a href="https://www.myelementwealth.com/">https://www.myelementwealth.com/</a>

Financial Planning “Rules of Thumb

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