In this episode of Element Wealth Radio, Jeremy Nelson discusses the current landscape of annuities, emphasizing the importance of reviewing existing contracts in light of rising interest rates. He highlights the potential benefits of 1035 exchanges, the impact of required minimum distributions (RMDs) on tax brackets, and the implications of the Secure Act on inherited IRAs. The conversation also covers strategies for aligning lifestyle goals with financial planning, managing the fear of running out of money, and the importance of diversifying income sources in retirement. Additionally, Jeremy provides insights on inflation protection and the best practices for purchasing annuities, particularly for those with special needs beneficiaries.

 Reach out to Jeremy at 800-800-6073 or https://www.myelementwealth.com/

 

In this episode of Element Wealth Radio, Jeremy Nelson discusses the current landscape of annuities, emphasizing the importance of reviewing existing contracts in light of rising interest rates. He highlights the potential benefits of 1035 exchanges, the impact of required minimum distributions (RMDs) on tax brackets, and the implications of the Secure Act on inherited IRAs. The conversation also covers strategies for aligning lifestyle goals with financial planning, managing the fear of running out of money, and the importance of diversifying income sources in retirement. Additionally, Jeremy provides insights on inflation protection and the best practices for purchasing annuities, particularly for those with special needs beneficiaries.
&nbsp;Reach out to Jeremy at 800-800-6073 or <a href="https://www.myelementwealth.com/">https://www.myelementwealth.com/</a>
&nbsp;

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 care. The discussion also covers the overwhelming choices in retirement planning and draws lessons from notorious financial crimes, warning listeners to be cautious and informed in their financial decisions. In this conversation, Jeremy Nelson and Gary Nolan discuss critical aspects of financial planning, including cybersecurity threats, the importance of estate planning, and strategies for wealth transfer. . The conversation concludes with a Q&A segment addressing common retirement scenarios and the importance of tax planning in retirement.

 Reach out to Jeremy at 800-800-6073 or https://www.myelementwealth.com/

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 care. The discussion also covers the overwhelming choices in retirement planning and draws lessons from notorious financial crimes, warning listeners to be cautious and informed in their financial decisions. In this conversation, Jeremy Nelson and Gary Nolan discuss critical aspects of financial planning, including cybersecurity threats, the importance of estate planning, and strategies for wealth transfer. . The conversation concludes with a Q&amp;A segment addressing common retirement scenarios and the importance of tax planning in retirement.
 Reach out to Jeremy at 800-800-6073 or <a href="https://www.myelementwealth.com/">https://www.myelementwealth.com/</a>

Element Wealth Radio with Jeremy Nelson

Jeremy Nelson and the team at Element Wealth bring everything you need to know about retirement and income planning in a fast paced format. Each week, the hosts and guests on the show reveal the latest developments in the financial world to keep you informed of changes that may affect you personally, while sharing some common sense strategies that will help you make the most out of your retirement savings. We are focused on helping investors preserve and grow their assets, increase their income, and reduce taxes.

For more information or to get your own questions answered, call (800) 800-6073

Jeremy Nelson and the team at Element Wealth bring everything you need to know about retirement and income planning in a fast paced format. Each week, the hosts and guests on the show reveal the latest developments in the financial world to keep you informed of changes that may affect you personally, while sharing some common sense strategies that will help you make the most out of your retirement savings. We are focused on helping investors preserve and grow their assets, increase their income, and reduce taxes.
For more information or to get your own questions answered, call (800) 800-6073

Your Old Annuity

In this episode of Element Wealth Radio, Jeremy Nelson and Gary Nolan explore the multifaceted aspects of retirement planning, emphasizing the importance of balancing enjoyment with financial prudence. They draw on the wisdom of Jimmy Buffett to highlight the significance of purpose and fulfillment in retirement. The conversation covers essential topics such as the timing of social security benefits, the necessity of a written retirement plan, and the emotional aspects of downsizing. Additionally, they discuss innovative investment options like interval funds and the importance of planning for long-term care. Overall, the episode provides valuable insights for retirees and those planning for retirement, encouraging a thoughtful approach to financial decisions.

 Reach out to Jeremy at 800-800-6073 or https://www.myelementwealth.com/

In this episode of Element Wealth Radio, Jeremy Nelson and Gary Nolan explore the multifaceted aspects of retirement planning, emphasizing the importance of balancing enjoyment with financial prudence. They draw on the wisdom of Jimmy Buffett to highlight the significance of purpose and fulfillment in retirement. The conversation covers essential topics such as the timing of social security benefits, the necessity of a written retirement plan, and the emotional aspects of downsizing. Additionally, they discuss innovative investment options like interval funds and the importance of planning for long-term care. Overall, the episode provides valuable insights for retirees and those planning for retirement, encouraging a thoughtful approach to financial decisions.
&nbsp;Reach out to Jeremy at 800-800-6073 or <a href="https://www.myelementwealth.com/">https://www.myelementwealth.com/</a>

Your Retirement Mix-tape

This conversation explores the evolving concept of retirement, emphasizing the importance of active living, relationships, and financial planning. It discusses the challenges of longevity risk, emotional decision-making, and the necessity of a cash flow strategy for a fulfilling retirement. The speakers highlight the significance of volunteering, social connections, and the need for a personalized approach to retirement planning.

Reach out to Jeremy at 800-800-6073 or https://www.myelementwealth.com/

This conversation explores the evolving concept of retirement, emphasizing the importance of active living, relationships, and financial planning. It discusses the challenges of longevity risk, emotional decision-making, and the necessity of a cash flow strategy for a fulfilling retirement. The speakers highlight the significance of volunteering, social connections, and the need for a personalized approach to retirement planning.
Reach out to Jeremy at 800-800-6073 or <a href="https://www.myelementwealth.com/">https://www.myelementwealth.com/</a>

Rethinking Retirement 

In this episode of Element Wealth Radio, Jeremy Nelson and Gary Nolan discuss the common missteps people make when saving for retirement. They emphasize the importance of starting early, understanding retirement needs, and the risks of being too conservative with investments. The conversation also covers the consequences of early withdrawals, the impact of inflation, and the significance of healthcare costs in retirement. Listeners are encouraged to build a solid financial plan to navigate market volatility and unexpected expenses. The episode concludes with insights on comparing oneself to others in retirement and balancing growth with security in investment strategies.

 Reach out to Jeremy at 800-800-6073 or https://www.myelementwealth.com/

In this episode of Element Wealth Radio, Jeremy Nelson and Gary Nolan discuss the common missteps people make when saving for retirement. They emphasize the importance of starting early, understanding retirement needs, and the risks of being too conservative with investments. The conversation also covers the consequences of early withdrawals, the impact of inflation, and the significance of healthcare costs in retirement. Listeners are encouraged to build a solid financial plan to navigate market volatility and unexpected expenses. The episode concludes with insights on comparing oneself to others in retirement and balancing growth with security in investment strategies.
&nbsp;Reach out to Jeremy at 800-800-6073 or <a href="https://www.myelementwealth.com/">https://www.myelementwealth.com/</a>

Your Old Annuity

In 1 playlist(s)

Element Wealth Radio with Jeremy Nelson

Social links

Follow podcast

Recent clips