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…173 clip(s) in playlist
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
The Plan After the Plan
Jeremy Nelson discusses the complexities of retirement planning, focusing on the second half of retirement, healthcare costs, long-term care, liquidity, and decision-making support. This episode provides valuable insights for retirees and those planning for late-life financial security. Reach out…
54:21
Better Advice, Bigger Decisions
In this episode, Jeremy Nelson discusses how to navigate complex retirement planning, the importance of comprehensive advice, and the growing role of private market investments. Learn how to optimize your financial strategy for long-term success. Reach out to Jeremy at 800-800-6073 or https://…
54:51
The Surprise-Bill Reserve
This episode explores the hidden retirement blind spots, the importance of liquidity planning, managing unexpected expenses, and the risks of relying on simple withdrawal rules. Jeremy Nelson shares expert insights on how retirees can better prepare for financial surprises and optimize their retire…
54:25
Higher Rates, Higher Stakes
This episode explores the impact of inflation, higher interest rates, and AI on retirement planning. Jeremy Nelson shares insights on managing risks, planning for travel, and integrating AI tools safely into financial strategies. Reach out to Jeremy at 800-800-6073 or https://www.myelementwealth.…
51:12
The Fraud Firewall
Jeremy Nelson discusses the evolving landscape of financial scams, the importance of protecting retirees from fraud, managing debt in retirement, supporting adult children without jeopardizing retirement plans, and ensuring reliable income during retirement. Reach out to Jeremy at 800-800-6073…
54:24
Retirement Confidence is Sliping
Jeremy Nelson, president of Element Wealth, discusses key retirement planning strategies including Social Security optimization, healthcare costs, tax planning, and the importance of a comprehensive Element 360 plan to secure a confident retirement. Reach out to Jeremy at 800-800-6073 or https://…
53:06
The Rise of "Fin Tok"
This episode explores the rise of Fintalk and social media's impact on financial advice, highlighting the risks of oversimplified strategies, misinformation, and the importance of personalized planning. Jeremy Nelson shares insights on how to navigate online financial content responsibly. Reach o…
56:19
What's the Real Story
Jeremy Nelson, president of Element Wealth, shares insights on retirement confidence, market risks, and personalized planning strategies. Discover how to navigate today's economic noise, optimize Social Security, and create a tailored retirement plan that aligns with your goals. Reach out to Jere…
52:57
Tax Season Has Wrapped Up
Jeremy Nelson discusses retirement planning, market strategies, and the importance of purpose and planning in retirement. Topics include market risks, income strategies, un-retirement trends, and how to build resilient financial plans. Reach out to Jeremy at 800-800-6073 or https://www.myelementw…
48:00