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/

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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/

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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.

In this conversation, Jeremy Nelson and Gary Nolan discuss essential strategies for retirement planning, emphasizing the importance of saving early, understanding income sources, and making informed investment decisions. They explore various principles of financial planning, including the significance of diversification, the impact of taxes, and the necessity of a customized approach to retirement. The discussion also includes practical steps to achieve a successful retirement and addresses common scenarios that retirees may face.

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, Gary Nolan and Jeremy Nelson discuss the multifaceted nature of retirement planning. They emphasize the importance of creating a comprehensive financial game plan that includes assessing current financial situations, planning for healthcare costs, understanding social security benefits, and developing a tax-efficient income strategy. The conversation also touches on the role of AI in financial planning, the necessity of diversifying income sources, and preparing for unexpected expenses in retirement. Lastly, they highlight the significance of longevity planning in ensuring financial security throughout retirement.

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

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The conversation discusses recent financial headlines and their impact on retirement planning. The first article highlights a retirement disconnect among Americans of all generations, with declining expectations and increasing pessimism. The second article warns about a ticking time bomb in retirement savings due to taxes, and suggests strategies to minimize the impact. The third article reveals that many Americans have financial regrets about retirement, particularly not starting to save early enough. The fourth article explores the fear of retirement among working Americans, who worry about running out of money. The final article discusses the lack of understanding about Social Security benefits in retirement. Retirement marks a new chapter in life filled with opportunities for relaxation, exploration, and personal fulfillment. However, financial security remains a key concern for retirees making wise spending decisions essential.

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

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The conversation focuses on the challenges of retirement and provides financial and happiness pointers for a fulfilling retirement. The main themes include revisiting retirement budgets, maximizing Social Security benefits, reviewing investment portfolios, exploring tax-efficient withdrawal strategies, creating a healthcare plan, finding purpose and meaning, staying connected, maintaining a healthy lifestyle, embracing lifelong learning, pursuing travel and adventure, and giving back to the community. In this conversation, Jeremy Nelson and Gary Nolan discuss a modern twist on the classic Cinderella story, highlighting the importance of understanding the sequence of returns in retirement planning. The conversation emphasizes the importance of managing sequence of return risk and the need for a balanced and diversified portfolio in retirement planning.

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

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In this conversation, Jeremy Nelson and Gary Nolan discuss four hard lessons learned by monarchs about money and how they can be applied to retirement planning. The lessons include not relying on one-time financial gains, avoiding procrastination in addressing financial problems, avoiding emotional spending, and listening to experts. They also explore the use of 80s songs to symbolize key elements of retirement planning, such as staying optimistic, seizing opportunities, monitoring and reviewing the retirement plan, finding balance between present needs and long-term goals, and making informed decisions. In this segment, Gary Nolan and Jeremy Nelson discuss retirement planning and the nine steps to a successful retirement. They also discuss the advantages of exchange-traded funds (ETFs) over mutual funds, including tax efficiency, intraday trading, and lower fees. Listeners are encouraged to reach out to Jeremy and his team at Element Wealth for a second opinion on their retirement plans.

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

See omnystudio.com/listener for privacy information.