Element Wealth Radio with Jeremy Nelson
Element Wealth Radio with Jeremy Nelson
Playlist by Element Wealth Radio with Jeremy NelsonIn 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 secu…182 clip(s) in playlist
The Cash Comfort Trap
Jeremy Nelson discusses the importance of managing cash reserves, tax strategies, and estate planning to optimize retirement outcomes. Learn how to avoid common pitfalls and make your money work harder for you. Reach out to Jeremy at 800-800-6073 or https://www.myelementwealth.com/
57:09
The Last-Paycheck Levers
Jeremy Nelson discusses key retirement planning strategies, including the impact of 2026 contribution rules, Medicare planning, beneficiary updates, and home equity management, helping listeners optimize their financial future. Reach out to Jeremy at 800-800-6073 or https://www.myelementwealth.…
57:19
The 1,153-Point Sleep Test
In this episode, Jeremy Nelson discusses how market volatility, interest rate changes, and strategic planning can help retirees build resilient income streams and manage risks effectively. Learn practical tips on portfolio rebalancing, bond investments, and inflation protection to secure your retir…
57:53
The Inherited IRA Countdown
Jeremy Nelson discusses the complexities of inherited IRA rules, retirement planning, market concentration, and debt management, providing valuable insights for a secure retirement. Reach out to Jeremy at 800-800-6073 or https://www.myelementwealth.com/
57:17
Trust Fund, Clear Head
Jeremy Nelson discusses the complexities of retirement planning, emphasizing the importance of a strategic withdrawal plan, understanding taxes, and managing retirement fears. This episode offers practical insights for building confidence and clarity in your retirement journey. Reach out to Je…
54:18
Trust Fund, Clear Head
Jeremy Nelson and Gary Nolan discuss critical retirement planning topics including Social Security, Medicare surcharges, long-term care, and income strategies to ensure financial security in retirement. Reach out to Jeremy at 800-800-6073 or https://www.myelementwealth.com/
54:22
The 2026 Tax Reset
In this episode, Jeremy Nelson discusses the latest changes in retirement tax planning, the rising costs of homeowners insurance, and how artificial intelligence scams are evolving, providing essential insights for retirees and pre-retirees. Reach out to Jeremy at 800-800-6073 or https://www.m…
55:33
All About ETF's
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/
54:11
The Retirement Date Wild Card
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. Rea…
55:56
The Rollover Crossroads
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 Jer…
56:00