The conversation explores the concept of 'Peak 65', a significant milestone where the highest number of Americans are turning 65, leading to implications for retirement planning, healthcare, and financial strategies. Jeremy Nelson shares key lessons learned from the Baby Boomer generation's retirement experiences, emphasizing the importance of early savings, diversification, and planning for healthcare costs. The discussion also highlights different types of retirees, showcasing various retirement styles and the importance of purpose and fulfillment in retirement. The conversation concludes with a call to action for listeners to take charge of their retirement planning. In this episode of Element Wealth Radio, Gary Nolan and Jeremy Nelson discuss the complexities of retirement planning through various case studies. They highlight the importance of financial literacy, the risks of overconfidence in investments, and the necessity of diversification. The conversation also covers the ABCDs of investing, emphasizing the need for a well-rounded approach to managing portfolios and preparing for potential market shocks. Listeners are encouraged to take proactive steps in their financial planning to secure a stable retirement.

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

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This conversation delves into the concept of behavioral finance and its implications for retirement planning. Jeremy Nelson explains how emotions and psychological factors can lead to irrational financial decisions, particularly during market fluctuations. He emphasizes the importance of understanding these behaviors to make better investment choices and outlines practical strategies for managing emotions and staying on track with financial goals. The discussion also draws parallels between military principles of risk management and financial planning, highlighting the need for thorough planning, ongoing research, and sound judgment. Ultimately, the conversation aims to empower listeners to create a fulfilling retirement through informed decision-making and strategic planning. In this conversation, Jeremy Nelson and Gary Nolan discuss the essential steps to building a dream retirement, emphasizing the importance of defining personal retirement goals, creating actionable timelines, and adopting effective financial habits.

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 current retirement landscape in 2025, focusing on the challenges posed by inflation, interest rates, and geopolitical issues. They explore strategies for protecting retirement savings, emphasizing the importance of risk management, diversification, and emotional well-being in financial planning. The discussion also highlights the need for a balanced approach to investing, considering both active and passive strategies, and the emotional aspects of retirement planning, including how to leverage feelings of happiness, sadness, anger, fear, surprise, and disgust to create a fulfilling retirement. In this episode of Element Wealth Radio, Gary Nolan and Jeremy Nelson discuss essential strategies for achieving financial security in retirement. They cover the importance of early investing, debt reduction, estate planning, and understanding retirement account withdrawals. The conversation emphasizes the need for a comprehensive financial plan that includes cash flow management, tax strategies, and social security optimization to ensure a comfortable retirement.

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 explore the parallels between physical fitness and financial fitness, emphasizing the importance of consistent effort in both areas. They discuss various exercises and their financial counterparts, such as brisk walking representing steady retirement contributions and swimming symbolizing diversification. The conversation transitions into strategies for navigating market downturns, highlighting the significance of planning over panicking. They outline actionable steps for financial recovery, including asset allocation and expense management, while stressing the value of working with a fiduciary advisor to tailor financial strategies to individual needs. In this episode of Element Wealth Radio, Gary Nolan and Jeremy Nelson discuss critical aspects of retirement planning, including signs of financial trouble, the importance of budgeting, healthcare costs, supporting dependents, and the need for diversified income sources. They also provide insights into the current economic landscape, inflation impacts, and investment strategies,

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

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In this episode of Element Wealth Radio, Gary Nolan and Jeremy Nelson discuss critical concerns retirees will face in 2025, as highlighted by Goldman Sachs. They explore the concept of the 'financial vortex' that overshadows retirement savings, the importance of personalized planning, and the need for diversified investment options. The conversation also includes timeless financial advice from notable figures, emphasizing the balance between financial goals and personal well-being. In this episode, Gary Nolan and Jeremy Nelson explore how core American values shape retirement planning. They discuss the importance of self-reliance, the American dream, and the desire for freedom and security in retirement decisions. The conversation also covers practical strategies for retirement savings, including the mega backdoor Roth IRA, investment options for early savers, and budgeting for long-term care insurance. The hosts emphasize the significance of individualism in shaping retirement strategies and the importance of informed withdrawal strategies for retirement accounts.

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 common financial pitfalls retirees face, including over-reliance on equity, elder scams, and overspending. They emphasize the importance of a balanced investment strategy that includes growth and safety, especially in light of increasing life expectancy and inflation. The discussion also covers the significance of proper planning for Social Security and the risks of borrowing from retirement funds. In this segment, Jeremy Nelson discusses key financial strategies for retirees, focusing on adjusting risk tolerance, the benefits of Roth conversions, and the importance of timing these conversions. He also evaluates the pros and cons of rolling over 401k plans, explores the emerging market of crypto ETFs, and provides insights on bond reinvestment strategies in the current interest rate environment. The conversation emphasizes the need for careful planning and personalized financial advice to navigate retirement successfully.

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

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In this episode, Gary Nolan and Jeremy Nelson discuss the rising trend of financial resolutions among Americans as they enter the new year. They explore the importance of setting financial goals, the impact of inflation, and the emotional aspects of financial planning. The conversation also covers practical advice on managing forgotten 401(k)s, the benefits of rolling over retirement accounts, and the consequences of cashing out. Listeners are encouraged to take control of their financial futures and seek professional guidance. In this episode, Gary Nolan and Jeremy Nelson discuss the critical impact of inflation on retirement planning, particularly focusing on healthcare costs, investment strategies, and the importance of hedging against inflation. They explore various financial instruments, including annuities and alternative investments, and provide insights on optimizing Social Security benefits and Roth conversions. The conversation emphasizes the need for a comprehensive financial plan that adapts to changing economic conditions.

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 shifting focus of Americans towards financial resolutions, particularly in light of rising inflation and economic challenges. They explore the importance of setting realistic financial goals, the necessity of emergency savings, and the impact of supporting adult children on retirement planning. The discussion emphasizes the need for a written financial plan and the implications of student loans and debt on family finances. Ultimately, the conversation highlights the importance of prioritizing retirement savings while navigating family support dynamics. In this episode, Gary Nolan and Jeremy Nelson discuss the essential components of a solid retirement plan, emphasizing the importance of a strong financial foundation, managing healthcare costs, establishing an emergency fund, and effective tax planning strategies. They also highlight the significance of diversification in investment portfolios and provide insights into retirement withdrawal strategies.

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

See omnystudio.com/listener for privacy information.