Financial Resolutions
In this episode, Gary Nolan and Jeremy Nelson discuss the rising trend of financial resolutions among Americans as they enter the new year. They explore the importance of setting financial goals, the impact of inflation, and the emotional aspects of financial planning. The conversation also covers …
Financial Resolutions
In this conversation, Jeremy Nelson and Gary Nolan discuss the shifting focus of Americans towards financial resolutions, particularly in light of rising inflation and economic challenges. They explore the importance of setting realistic financial goals, the necessity of emergency savings, and the …
Changes in 2025
In this episode, Jeremy Nelson discusses the implications of President-elect Donald Trump's second term on retirement savings and offers strategies for navigating retirement in 2025. Key topics include the importance of a balanced investment strategy, reviewing asset allocations, maximizing retirem…
Retirement Tips
In this conversation, Jeremy Nelson and Gary Nolan explore the feasibility of retiring in three years or less, emphasizing the importance of planning and discipline. They discuss critical factors such as health insurance, cash flow management, maximizing retirement accounts, social security strateg…
Millionaires's Strategies
In this episode, Jeremy Nelson discusses the financial strategies of millionaires, emphasizing the importance of long-term planning, avoiding rash decisions, and being aware of risks. He also explores the implications of recent political changes on financial markets, encouraging listeners to mainta…
Cha-Cha Changes
This conversation delves into significant changes in retirement planning set for 2025, including higher contribution limits for 401k plans, automatic enrollment expansions, and updates to required minimum distributions (RMDs). Jeremy Nelson explains the implications of these changes, including the …
How the Wealthy Stay Wealthy
In this conversation, Jeremy Nelson and Gary Nolan discuss essential strategies for wealth preservation and financial planning. They emphasize the importance of creating a financial plan, diversifying investments, maintaining a cash reserve, minimizing taxes, drafting a will, using insurance to man…
The Realities of Retirement
In this episode, Jeremy Nelson and Gary Nolan discuss the realities of retirement, emphasizing the importance of financial planning, health, and understanding market dynamics. They address common concerns such as stock market fluctuations, Social Security, and inflation, while also providing insigh…
Meet Mr and MS A. Boomer
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 ca…
Trick or Treat-Retirement Decisions
In this episode, Gary Nolan and Jeremy Nelson explore the intersection of Halloween candy and retirement planning strategies. They discuss various candies as metaphors for financial concepts, such as diversification, multiple income streams, long-term planning, and balancing risk and reward. The co…