In this conversation, Jeremy Nelson and Gary Nolan discuss the critical differences between saving and investing, emphasizing the importance of understanding when to prioritize each based on individual financial goals. They explore how investing can combat inflation and the necessity of balancing both saving and investing strategies. The discussion transitions into the concept of phased retirement, highlighting its benefits and implications for financial planning. The conversation concludes with practical advice on common retirement scenarios and questions, providing listeners with actionable insights for their financial futures.

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 multifaceted concept of financial independence, emphasizing that it encompasses more than just wealth accumulation. They explore the importance of passive income, financial literacy, and strategic planning in achieving true financial freedom. The conversation also addresses common misconceptions about wealth, the psychological aspects of money, and the significance of understanding retirement savings trends. Listeners are provided with practical advice on maximizing retirement contributions, navigating hardship withdrawals, and preparing for healthcare costs in retirement. The episode concludes with insights on life insurance and estate planning strategies to ensure financial security for future generations.

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

See omnystudio.com/listener for privacy information.

In this episode, Jeremy Nelson discusses the implications of recent geopolitical tensions in the Middle East on market stability and retirement planning. He emphasizes the importance of remaining calm amidst market fluctuations and highlights common financial mistakes made by Baby Boomers, particularly regarding reliance on Social Security and underestimating healthcare costs. The conversation also covers the significance of early saving, tax planning, and the necessity of estate planning to ensure a secure retirement. In this episode of Element Wealth Radio, Gary Nolan and Jeremy Nelson discuss the critical aspects of retirement planning, focusing on the first year of retirement, the emotional and financial decisions retirees face, and the importance of flexibility in financial planning. They explore Kiplinger's First Year Rule, the risks associated with sequence of returns, and the significance of having a customized income plan. The episode also addresses listener questions about navigating retirement challenges, including managing social security benefits and structuring the sale of a business.

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

See omnystudio.com/listener for privacy information.