• Changing Financial Season

  • Oct 11 2024
  • Length: 57 mins
  • Podcast

Changing Financial Season

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  • Summary

  • In this conversation, Jeremy Nelson and Gary Nolan discuss the importance of seasonal changes in financial planning, emphasizing the need for early saving, maximizing contributions, and preparing for retirement transitions. They explore the unique challenges faced by Gen X in catching up on retirement savings and highlight common retirement traps, such as high fees and unexpected healthcare costs. The discussion also covers strategies for managing investments and ensuring a secure retirement income, while addressing hard financial questions and scenarios.

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

    See omnystudio.com/listener for privacy information.
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