
Five Smart Money Moves
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About this listen
In this episode of Element Wealth Radio, Jeremy Nelson discusses the positive outlook of retirees, with 72% reporting better-than-expected experiences. The conversation covers essential strategies retirees are employing, such as building multiple income streams, ensuring predictable income, consolidating retirement accounts, and maximizing contributions. Additionally, they address common retirement red flags, the importance of understanding expenses, and planning for healthcare costs. The episode emphasizes the need for a balanced investment mix and finding purpose in retirement. In this episode of Element Wealth Radio, Gary Nolan and Jeremy Nelson discuss essential aspects of retirement planning, including the importance of saving adequately, understanding healthcare costs, navigating taxes, and the significance of estate planning. They address common retirement scenarios and provide insights on how to optimize retirement income through various strategies, including annuities and Roth conversions. The conversation emphasizes the need for a comprehensive financial plan 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.