This conversation discusses retirement savings strategies for individuals starting in their 50s. The main topics covered include catch-up contributions, aggressive investment strategies, maximizing Social Security benefits, reducing debt, and low-risk investments. The conversation also touches on the importance of healthcare costs and the benefits of high-yield savings accounts and municipal bonds. The hosts provide practical advice and emphasize the need for financial planning and personalized retirement strategies. In this conversation, Gary Nolan and Jeremy Nelson discuss various strategies to ensure a successful retirement.The conversation provides valuable insights and advice for individuals planning for retirement.  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 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/

The conversation discusses harsh truths about retirement planning and financial planning in general. It emphasizes the importance of understanding the reality of bear markets during retirement and the need for a long-term investment plan. It also highlights the significance of tracking spending and saving in retirement and the need to adapt and make adjustments as circumstances change. The conversation emphasizes the need to take retirement planning seriously and to look at the big picture to make informed decisions. In this conversation, Gary Nolan and Jeremy Nelson discuss various topics related to retirement planning and investment strategies. They emphasize the importance of taking a long-term view and considering the big picture when it comes to retirement.Finally, they address the role of a financial advisor in helping individuals navigate the complexities of retirement planning and investment management.  Reach out to Jeremy at 800-800-6073 or https://www.myelementwealth.com/

In this conversation, Jeremy Nelson and Gary Nolan discuss nine lessons from golf that can be applied to retirement planning. The conversation covers topics such as not getting too focused on get-rich-quick schemes, choosing the right investment strategies based on time horizons, studying the rules and fundamentals of financial planning, avoiding the yips (lack of confidence), being patient and disciplined, and avoiding hazards in retirement planning. The hosts emphasize the importance of education, planning, and staying focused on long-term goals. In this conversation, Gary Nolan and Jeremy Nelson discuss various retirement planning scenarios and provide insights and advice. They emphasize the importance of having a comprehensive plan, learning from past mistakes, and working with a professional. They also discuss the concept of a 'practice shot' in retirement planning and the importance of finding the right financial advisor. They touch on topics such as consolidating old 401(k) accounts, the ideal percentage to save for retirement, and the factors to consider when choosing a financial advisor.  Reach out to Jeremy at 800-800-6073 or https://www.myelementwealth.com/

This episode explores the impact of social media on financial literacy and exposes some of the worst financial planning advice that has gone viral. It discusses the dangers of misleading financial advice on platforms like TikTok and YouTube, highlighting the high percentage of misleading videos from finance influencers. The episode debunks the myth that 401(k) plans are a scam and emphasizes the importance of understanding the benefits and risks associated with different investment options. It also warns against blindly following celebrity-endorsed investments and the dangers of accumulating debt as a path to wealth. The episode concludes by urging listeners to seek reliable financial advice from fiduciary advisors. In this episode of Element Wealth Radio, Jeremy Nelson discusses important retirement planning topics. . He also highlights the importance of considering medical expenses, estate planning, and investment fees. Additionally, Nelson provides insights into Bitcoin and cryptocurrency investments and offers guidance on when to draw Social Security benefits. Overall, the episode provides valuable information for individuals planning for retirement.  Reach out to Jeremy at 800-800-6073 or https://www.myelementwealth.com/

This conversation covers retirement planning concerns, the Fed's interest rate policy, inflation and government spending, hurdles in retirement planning, a retirement planning study, and building a retirement plan. It also discusses the 4% rule and its limitations. In this episode, Jeremy Nelson and Gary Nolan discuss important retirement planning questions and scenarios. They cover topics such as average annual return rates, appropriate benchmarks, risk management formulas, risk-adjusted returns, fees, and the worthiness of investment accounts. They also explore the role of robo advisors, finding lost investment accounts, and safe options for excess cash. The conversation emphasizes the importance of ongoing plan adjustments and doing the best with available resources.  Reach out to Jeremy at 800-800-6073 or https://www.myelementwealth.com/

The conversation discusses various aspects of retirement planning and financial management. It emphasizes the importance of reviewing finances, building an emergency fund, managing debt, and creating a financial plan. The conversation also highlights the significance of taking advantage of catch-up contributions, tax planning in retirement, and asset allocation and diversification. Additionally, it draws parallels between college basketball and financial planning, emphasizing the role of fundamentals and the need to avoid emotional decisions. The conversation concludes with an invitation to schedule a consultation with Element Wealth.  Reach out to Jeremy at 800-800-6073 or https://www.myelementwealth.com/

10008 In this conversation, Jeremy Nelson and Gary Nolan discuss retirement saving strategies, tax tips, and proposed legislation that may impact Social Security. They emphasize the importance of clarifying the best retirement saving path based on individual circumstances, considering both current and future tax brackets. They also discuss the benefits of Roth contributions and conversions, as well as the potential impact of tax policy changes. The conversation delves into the history of Social Security and the changes that have occurred over the years, including the taxation of benefits. Overall, the discussion highlights the need for tax optimization and customized planning to maximize retirement savings.They also discuss the integration of annuities into a portfolio and the considerations that need to be taken into account. Finally, they highlight the benefits of working with a financial advisor to make informed decisions about annuities and other retirement strategies.  Reach out to Jeremy at 800-800-6073 or https://www.myelementwealth.com/

This conversation explores the topic of taxation in retirement and the benefits of Roth IRAs. It covers what types of income are taxable in retirement and provides strategies for tax-efficient retirement planning. The conversation also delves into the specifics of taxation for different types of retirement accounts, such as pensions, annuities, and IRAs. It highlights the importance of defining and prioritizing bucket list goals and incorporating them into a comprehensive financial plan. Overall, the conversation emphasizes the need for personalized and dynamic financial planning to maximize retirement income and achieve financial goals. In this episode, Gary and Jeremy discuss various topics related to retirement planning and lifestyle. They start by talking about New Year's resolutions and the importance of continually improving oneself. Then, they delve into retirement savings and income, emphasizing that the amount needed for retirement varies for each individual. The conversation then shifts to investment diversification and the importance of balancing risk.   Reach out to Jeremy at 800-800-6073 or https://www.myelementwealth.com/

This episode of Element Wealth Radio covers various aspects of retirement planning, including estate planning, the importance of updating beneficiary designations, and the worst retirement advice to avoid. The conversation emphasizes the need for personalized retirement plans and highlights the potential pitfalls of relying solely on Social Security or borrowing from retirement accounts. The host, Jeremy Nelson, provides insights and solutions to help listeners navigate these topics and make informed decisions about their retirement plans. In this conversation, Gary Nolan discusses various topics related to retirement planning and investing. He emphasizes the importance of evaluating rollovers and exploring options outside of a 401k plan to protect retirement savings. He also highlights the qualities to look for in a financial advisor, including transparency, consultation, and education Overall, the conversation emphasizes the need for personalized planning and working with a fiduciary.  Reach out to Jeremy at 800-800-6073 or https://www.myelementwealth.com/

This conversation covers various aspects of retirement planning, including the importance of a written plan, creating a budget or spending plan, considering healthcare costs, tax planning, asset inventory, asset allocation and risk exposure, social security optimization, legacy planning and estate documents, long-term care and life insurance, helping a spouse or partner save for retirement, making use of a raise, reviewing account balances, and planning together for retirement. In this episode, Jeremy Nelson and Gary Nolan discuss various topics related to retirement planning and financial advice.   Reach out to Jeremy at 800-800-6073 or https://www.myelementwealth.com/

On today's show, Jeremy Nelson and Gary Nolan discuss strategies and lessons from football that can be applied to retirement planning. They start by talking about the financial red zone, which is the period five to ten years before retirement. They emphasize the importance of having a solid plan during this time and avoiding risky moves. They also discuss the need for offense and defense in retirement planning, reviewing and adjusting the plan regularly, and the importance of finding the right financial advisor. The conversation concludes with a discussion on handling pressure and having a backup plan, as well as tackling inflation and closing the gap in retirement savings.   Reach out to Jeremy at 800-800-6073 or  Element Wealth

Retirement is all about change and how we adjust to those changes. In this conversation, Jeremy Nelson and Gary Nolan discuss various aspects of retirement, including changes in daily routine, social interaction, income, healthcare costs, longevity, and risk assessment. They emphasize the importance of planning for retirement and working with a fiduciary advisor to ensure a secure and fulfilling retirement. In this episode, Jeremy Nelson discusses various financial planning topics, including risk analysis, tax analysis, social security optimization, choosing between traditional IRA and Roth IRA, handling a significant amount of life insurance, putting excess money to work, and determining retirement income replacement. Reach out to Jeremy at 800-800-6073 or https://www.myelementwealth.com/

Around 10,000 baby boomers retire every day, and that number will be even higher this year.  On today’s show Element Wealth Radio with Jeremy Nelson we’ll break down a list that you may want to avoid and we’re calling it the ‘unbucket-list’. Also,if saving for retirement hasn’t been a priority until now, chances are you’ve still got time to turn things around. In the style of comedian Jeff Foxworthy we’ve put together a list of things we call...you might not be able to retire if....The good news is we’ve also got solutions to help get you on a better path. Reach out to Jeremy at 800-800-6073 or https://www.myelementwealth.com/ 

 On today’s show Element Wealth Radio with Jeremy Nelson   we cover some shocking statistics, how to achieve your financial goals in the new year, and help get you started. Plus, U.S. credit card debt surged to more than $1 trillion for the first time in 2023 and nearly 9 million student loan borrowers defaulted on payments—so what is that telling you about the future of the economy?  Reach out to Jeremy Nelson   at 800-800-6073 

On today’s show Element Wealth Radio with Jeremy Nelson we answer the most frequently asked annuity questions, how to pivot from the accumulation to decumulation stage and how you can hit the easy button along your retirement road trip. In addition we spend most of our careers accumulating money for retirement. Once we hit that financial red zone the focus has to shift to decumulation. We’ll break that down and explore some ways to do it correctly.  Reach out to Jeremy at 800-800-6073 or https://www.myelementwealth.com/ 

As we enter 2024, it's crucial to assess your budget, debt, and investments in alignment with your financial objectives. On today’s show  Element Wealth Radio with  Jeremy Nelson we’ll help kickstart the process we’ve put together steps to help you get started. In addition, the most important planning questions. Reach out to Jeremy at 800-800-6073 or https://www.myelementwealth.com/ 

On today’s show Element Wealth Radio  we know that the holiday season is upon us, and with that in mind, we thought we would visit a few moments from beloved holiday movies and sitcoms and explore the financial planning missteps made by some of our favorite fictional characters. To help you steer clear of these roadblocks, we have our favorite financial professional Jeremy Nelson ready to dive into each with solutions for how to navigate situations similar to each.  Reach out to Jeremy at 800-800-6073 or https://www.myelementwealth.com/ 

There are a few “harsh truths” about retirement planning, and financial planning in general, that a simple google search won’t answer for you—with that in mind, on today’s show Element Wealth Radio with Jeremy Nelson we have decided to tackle five major harsh truths about planning for the financial future you want, so you can enjoy the kind of financial future you both want and deserve.  Reach out to Jeremy at 800-800-6073 or https://www.myelementwealth.com/

As the year winds down we’re looking ahead to 2024 and what changes are in store for many in the financial red zone, that’s five to ten years from retirement. SECURE 2.0 has rolled out some changes that are shaking up how employer sponsored retirement plans work. On today’s show Element Wealth Radio with Jeremy Nelson we’ll  check some highlights.  Reach out to Jeremy at 800-800-6073 or https://www.myelementwealth.com/ 

The state of the economic union has folks across the country worried about what the future holds. For those in the financial red zone approaching retirement, these economic conditions could change the trajectory of their retirement. Don’t worry, on today’s show Element Wealth Radio with Jeremy Nelson we are going to help you cut through the confusion and offer tips and takeaways that will help you find your footing amid market volatility and inflation. Reach out to Jeremy at 800-800-6073 or https://www.myelementwealth.com/

On today’s show, Element Wealth Radio with Jeremy Nelson he’ll we discuss  the 2023 Mercer CFA Institute’s Global Pension Index recently rated retirement income systems across the world using the weighted average of the adequacy, sustainability and integrity of the systems. The U.S. earned a C+, with 63 out of 100 possible points and an overall ranking of 22 out of the 47 countries included in the study. Reach out to Jeremy at 800-800-6073 or https://www.myelementwealth.com/

On today’s show Element Wealth Radio with Jeremy Nelson he'll break down some of the most common reasons folks resist professional help while building their financial plans and explain exactly how a financial advisor would be able to help. In addition, we are going to learn by taking a more hands-on approach to see exactly what can be done by posing some hypothetical case studies to our financial advisors and then allowing them to do what they do best and explore the specifics of what they could do with each.Reach out to Jeremy at 800-800-6073 or https://www.myelementwealth.com/

On today’s show Element Wealth Radio with Jeremy Nelson he discusses  how fears associated with retirement are pretty standard and when making such a pivotal transition, it’s important to work through these all too common. Some folks become consumed by these fears and rather than enjoying retirement, they become haunted by the looming concerns, worries and fears. In an effort to eliminate this outcome, we are diving into the most common financial fears and offering tips for eliminating them, once and for all. Reach out to Jeremy at 800-800-6073 or https://www.myelementwealth.com/ 

On today’s show Element Wealth Radio with Jeremy Nelson, he'll discuss Americans' attitudes about their finances and the current financial state of the economy. Also scams targeting seniors aren’t a new concept by any stretch, however, it’s important to be cognizant of the latest scams and tools thieves are using to steal money earmarked for those golden years.  Reach out to Jeremy at 800-800-6073 or https://www.myelementwealth.com/ 

You know the old saying about making assumptions... Well, when it comes to retirement, there are many assumptions folks make that can be incredibly detrimental and difficult to recover from. On today’s show Element Wealth Radio with Jeremy Nelson ,he'll cover six financial planning assumptions to avoid on your journey to and through retirement and offer tips to help you save more.  Reach out to Jeremy at 800-800-6073 or https://www.myelementwealth.com/ 

One today’s edition of  Element Wealth Radio with Jeremy Nelson, he discusses how so many folks are worried about factors like inflation and market volatility putting their retirement nest egg in jeopardy. Today, we are going to ease your concerns and have a little fun by playing Financial Jeopardy, bringing you facts and tips along the way. In addition, the process of meeting and interviewing potential financial professionals can be more challenging than you think. In order to make sure you select the right financial advisor for you, we have compiled a list of questions folks should be prepared to ask a financial advisor. Reach out to Jeremy at 800-800-6073 or https://www.myelementwealth.com/ 

On today’s show Element Wealth Radio with Jeremy Nelson, he discusses          ways to assure that your retirement fund is substantial enough to provide for your needs during your golden years. In addition, the latest survey by  Principal  about your financial concerns and retirement.   Reach out to Jeremy at 800-800-6073 or https://www.myelementwealth.com/

On today’s show Element Wealth Radio with Jeremy Nelson, he discusses how             over the past few decades the retirement landscape has changed significantly. Where you once had a pension and a gold watch, you now have many folks struggling to grow their wealth and guarantee their retirement nest egg caused a decline in wealth for certain age groups for example late Boomers born between 1959 and 1964 have seen a drop in their 401k and IRA assets (all of which are documented further in the Center for Retirement Research at Boston College’s study on the matter). Also, a retirement quiz ,fact, fiction or somewhere in between.  Reach out to Jeremy at 800-800-6073 or https://www.myelementwealth.com/

On today's edition of Element Wealth Radio Jeremy Nelson discusses some rules that legendary Investor Warren Buffett has and swears by. There are many different lessons we can learn from one of the foremost authorities and trailblazers in the financial world, so, today we are going to tune into Warren’s wisdom and see how these lessons can be applied to retirement planning.   Reach out to Jeremy at 800-800-6073 or https://www.myelementwealth.com/

On today’s show of Element Wealth Radio with Jeremy Nelson he has tips to help you regain control of your financial future, how to restore confidence in your financial plan and how to find peace of mind as you continue to build toward your retirement goals. Also, five tips to help you regain control of your financial future .  Reach out to Jeremy at 800-800-6073 or https://www.myelementwealth.com/

On today’s edition of Element Wealth Radio Jeremy Nelson explores some of Hollywood Celebrities financial disasters and details lessons learned.  In addition he dives into different areas of planning and how these tips can benefit you and your financial planning journey.  Reach out to Jeremy at 800-800-6073 or https://www.myelementwealth.com/

On today's episode of Element Wealth Radio Jeremy Nelson discusses that there are many parallels that can be drawn from football and retirement planning. Consider this the huddle because today we are breaking down how you can build a Super Bowl winning retirement plan. In addition , It has been almost one year since the Inflation Reduction Act we’ll break down the effect.  Reach out to Jeremy at 800-800-6073 or https://www.myelementwealth.com/

On today’s episode of Element Wealth Radio Jeremy discusses “words of wisdom” when it comes to retirement planning with three quotes that could help you plan for the kind of retirement you’ve always wanted. In addition, what is Peak 65 and how it relates to your retirement. Reach out to Jeremy at 800-800-6073 or https://www.myelementwealth.com/

Jeremy Nelson  is back with a brand-new episode of Element Wealth Radio and he  opens the show breaking down a busy week of news in the financial world and explores exactly how inflation can impact your retirement savings.  Reach out to Jeremy at 800-800-6073 or https://www.myelementwealth.com/

On today’s show, the most common questions folks have about retirement, the seven sins of financial planning and Who Wants To Be A Retirement Millionaire. In addition, The five components stand between you and a complete financial plan. We’re doing a deep dive into each category and exploring why they are so important to consider during the planning process. Reach out to Jeremy at 800-800-6073 or https://www.myelementwealth.com/

One today’s show Jeremy explores  how the  small screen captured cautionary tales about money, finance and investing and countless cautionary tales to choose from. On a previous show we covered lessons from the silver screen, now it’s time to turn our attention to some beloved, classic sitcoms and the financial planning lessons from each to assist us along the road to retirement. So, back by popular demand, the advisor takes the hot seat again to provide commentary on each.  Reach out to Jeremy at 800-800-6073 or https://www.myelementwealth.com/

On a new edition of Element Wealth Radio withJeremy Nelson, he kicks off the show with a discussion about the common retirement planning rules of thumb and why it's important to be updating your plan to reflect changes in the world of finance.Jeremy also offers tips for saving your retirement dollars in an economy plagued by high interest rates, market volatility and recessionary fears.  Reach out to Jeremy at 800-800-6073 or https://www.myelementwealth.com/

On this edition of Element Wealth Radio with Jeremy Nelson, Jeremy discusses the first half of 2023, and of course listener questions.   Reach out to Jeremy at 800-800-6073 or https://www.myelementwealth.com/

On today’s show Jeremy discusses that there are so many factors to consider and despite the route you take, the final destination remains the same–as do many of the concerns. The final destination: a lifetime of guaranteed retirement income. Also, how you can plain ways that are proactive as opposed to reactive. Reach out to Jeremy at 800-800-6073 or https://www.myelementwealth.com/

On today’s show Jeremy discusses what kind of questions do you ask folks when you sit down for that comprehensive review to determine factors like how risk tolerant or adverse someone might be?  Also, the different topics advisors consider when building a unique plan. Reach out to Jeremy at 800-800-6073 or https://www.myelementwealth.com/

On today’s show Jeremy discusses what’s happening this year with the Secure Act 2.0 changes. In addition Jeremy discusses four strategies to help you position yourself for tax efficiency in retirement. Reach out to Jeremy at 800-800-6073 or https://www.myelementwealth.com/

On today’s show Jeremy discusses the fact that some folks put off some of the more important conversations in life. Whether it’s creating that legacy plan, scheduling that annual physical or assembling their plan for retirement, folks tend to put off some of the things that can bring you the most peace of mind when handled by professionals.                Reach out to Jeremy at 800-800-6073 or https://www.myelementwealth.com/

On today’s show Jeremy discusses : Some of the more common questions about retirement planning start with what, when and how–and in an effort to bring some clarity to the transition into retirement, we have a few pointers that you can incorporate into your plan a decade before the big day. Also is your retirement in jeopardy?  Reach out to Jeremy at 800-800-6073 or https://www.myelementwealth.com/

On today’s show Jeremy discusses a new poll conducted by Quinnipiac University has highlighted the top financial concerns facing Americans today and also how to cement your plan and create the right distribution strategies.   Reach out to Jeremy at 800-800-6073 or https://www.myelementwealth.com/

On today’s show Jeremy discusses  the “three things to avoid in polite conversation?” Money, politics and religion. Well, when it comes to your relationship–discussing your finances with your spouse is a whole other story. Communication is key to finding financial security, peace of mind and freedom in retirement,   Reach out to Jeremy at 800-800-6073 or https://www.myelementwealth.com/

On today’s show Jeremy discusses The 2023 EBRI Retirement Confidence Survey was recently released and the results were shocking to say the least so we'll take a deep dive into that.  Also, it's time to carefully review and adjust your financial plan to ensure a smooth transition into retirement Reach out to Jeremy at 800-800-6073 or https://www.myelementwealth.com/

On the latest episode of Element Wealth Radio with Jeremy Nelson he explains the true key to enjoying a successful financial security in retirement and offers strategies for helping to provide lifetime income in retirement & explores behavioral finance as emotions play a significant role in determining your financial future. Reach out to Jeremy at 800-800-6073 or  https://www.myelementwealth.com/

On today’s show Jeremy has a question for you, Remember the game “Two Truths and a Lie”? Well we have created our own version of it called Two Retirement Truths and a Lie. We’ll find out how much you know or don’t know about planning for retirement. In addition, we’ll explore a number of retirement related questions that begin with the word, WHEN. Reach out to Jeremy at 800-800-6073 or  https://www.myelementwealth.com/

On today’s show Jeremy discusses Strategies that can help provide regular, dependable income in retirement and we’ll highlight some key items to make sure to include in your budget. Plus, our “Man on the Street asks you about your retirement plan Reach out to Jeremy at 800-800-6073 or  https://www.myelementwealth.com/