Get a Plan
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Get a Plan
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About this listen
This conversation delves into the critical aspects of retirement planning, emphasizing the importance of having a structured financial plan to alleviate stress and ensure a secure future. Jeremy Nelson discusses various strategies tailored for high net worth individuals, the significance of understanding tax implications, and the necessity of adapting to modern investment options. The dialogue also covers essential topics such as long-term care insurance, estate planning, and optimizing 401k contributions, providing listeners with actionable insights to enhance their retirement strategies.
Reach out to Jeremy at 800-800-6073 or https://www.myelementwealth.com/
See omnystudio.com/listener for privacy information.
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