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…179 clip(s) in playlist
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
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