Year End Strategies
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Year End Strategies
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About this listen
In this episode of Element Wealth Radio, Jeremy Nelson discusses essential financial strategies to consider before the year ends, including tax-saving moves, the importance of understanding longevity risk in retirement, and the benefits of strategic charitable giving. The conversation also addresses common retirement challenges through a Q&A segment, providing insights on social security, income planning, and long-term care insurance.
Reach out to Jeremy at 800-800-6073 or https://www.myelementwealth.com/
See omnystudio.com/listener for privacy information.
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