Element Wealth Radio with Jeremy Nelson cover art

Element Wealth Radio with Jeremy Nelson

Element Wealth Radio with Jeremy Nelson

By: Jeremy Nelson
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About this listen

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/

2025 Broadcasting Experts, LLC
Episodes
  • Smart Spending

    Smart Spending
    Oct 31 2025

    In this episode of Element Wealth Radio, Jeremy Nelson and Gary Nolan discuss the emotional and practical aspects of spending in retirement. They explore various spending rules, including the 0.01% rule and the concept of spending gains, while emphasizing the importance of having guardrails in place to prevent overspending. The conversation shifts to modernizing retirement plans to adapt to longer life expectancies and changing financial landscapes. They highlight the significance of planning for longevity, diversifying income sources, and maintaining open communication with family regarding financial matters.

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

    See omnystudio.com/listener for privacy information.
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    56 mins
  • Five Pillars of Retirement

    Five Pillars of Retirement
    Oct 24 2025

    In this episode of Element Wealth Radio, Jeremy Nelson discusses the five pillars of retirement planning: income, investments, taxes, healthcare, and estate planning. He emphasizes the importance of a comprehensive strategy that addresses the unique challenges retirees face today, including longer life expectancies and rising healthcare costs. The conversation also covers the implications of recent tax law changes, the significance of decumulation strategies, and the need for tax-efficient investment approaches. Listeners are encouraged to take proactive steps in their financial planning to ensure a secure and fulfilling retirement.

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

    See omnystudio.com/listener for privacy information.
    Show More Show Less
    56 mins
  • Estate Planning

    Estate Planning
    Oct 17 2025

    In this conversation, Jeremy Nelson and Gary Nolan explore the multifaceted aspects of legacy planning, emphasizing that true legacy extends beyond financial assets to include values, lessons, and family dynamics. They discuss the importance of understanding estate tax exemptions, the role of ethical wills, and the significance of charitable giving in creating a living legacy. The conversation also highlights the necessity of open family discussions about estate planning, the impact of retirement income strategies, and the importance of preparing for unexpected life events. Overall, the dialogue provides valuable insights into comprehensive financial planning and the importance of balancing enjoyment and security in retirement.

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

    See omnystudio.com/listener for privacy information.
    Show More Show Less
    56 mins
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