In this episode, Gary Nolan and Jeremy Nelson discuss essential steps for those planning to retire in 2025, emphasizing the importance of fine-tuning retirement budgets, maximizing savings, and developing a social security strategy. They also explore the connection between love languages and retirement planning, highlighting how different love languages can influence financial decisions and retirement readiness. In this episode, Gary Nolan and Jeremy Nelson discuss the critical gaps that can hinder effective retirement planning. They explore the knowledge gap, resource gap, perception gap, and empowerment gap, providing insights on how to bridge these gaps for a successful retirement. The conversation also includes listener questions, emphasizing the importance of proactive financial planning and the need for professional guidance.

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

See omnystudio.com/listener for privacy information.

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.

In this episode of Element Wealth Radio, Jeremy Nelson and Gary Nolan discuss the intersection of emotions and financial planning. They explore how happiness, sadness, fear, anger, and other emotions impact retirement strategies. The conversation emphasizes the importance of creating a lifestyle budget, preparing for unexpected expenses, and managing risks. Additionally, they provide insights on year-end financial strategies, healthcare costs in retirement, and the significance of long-term care insurance. The episode concludes with practical advice on utilizing health savings accounts and other tax-advantaged savings options.

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

See omnystudio.com/listener for privacy information.