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In this conversation, Jeremy Nelson and Gary Nolan discuss the realities of retirement, highlighting common mistakes retirees make, such as underestimating expenses and failing to maximize social security benefits. They emphasize the importance of having a tax strategy and planning for long-term care. The discussion also covers the overwhelming choices in retirement planning and draws lessons from notorious financial crimes, warning listeners to be cautious and informed in their financial decisions. In this conversation, Jeremy Nelson and Gary Nolan discuss critical aspects of financial planning, including cybersecurity threats, the importance of estate planning, and strategies for wealth transfer. . The conversation concludes with a Q&A segment addressing common retirement scenarios and the importance of tax planning in retirement.
Reach out to Jeremy at 800-800-6073 or https://www.myelementwealth.com/
| Episode | Date |
|---|---|
|
The Role of Diversification in Retirement Planning.
|
Sep 30, 2026 |
|
Risks and Rewards of Private Market Investments!
|
Sep 25, 2026 |
|
Importance of Personalized Financial Planning!
|
Sep 12, 2026 |
|
The Cash Comfort Trap.
|
Sep 04, 2026 |
|
The Last-Paycheck Levers
|
Aug 28, 2026 |
|
The 1,153-Point Sleep Test
|
Aug 21, 2026 |
|
The Inherited IRA Countdown
|
Aug 14, 2026 |
|
Trust Fund, Clear Head
|
Aug 07, 2026 |
|
Trust Fund, Clear Head
|
Jul 31, 2026 |
|
The 2026 Tax Reset
|
Jul 24, 2026 |
|
All About ETF's
|
Jul 17, 2026 |
|
The Retirement Date Wild Card
|
Jul 10, 2026 |
|
The Rollover Crossroads
|
Jul 03, 2026 |
|
The Plan After the Plan
|
Jun 26, 2026 |
|
Better Advice, Bigger Decisions
|
Jun 19, 2026 |
|
The Surprise-Bill Reserve
|
Jun 12, 2026 |
|
Higher Rates, Higher Stakes
|
Jun 05, 2026 |
|
The Fraud Firewall
|
May 29, 2026 |
|
Retirement Confidence is Sliping
|
May 22, 2026 |
|
The Rise of "Fin Tok"
|
May 15, 2026 |
|
What's the Real Story
|
May 08, 2026 |
|
Tax Season Has Wrapped Up
|
May 01, 2026 |
|
Savings Into a Paycheck
|
Apr 24, 2026 |
|
How Fast Markets Can Move
|
Apr 10, 2026 |
|
Retire at 40? What?
|
Apr 03, 2026 |
|
Global Headlines
|
Mar 27, 2026 |
|
AI's Impact on the labor market.
|
Mar 20, 2026 |
|
The Setreini Report
|
Mar 13, 2026 |
|
AI Investments
|
Feb 27, 2026 |
|
New Retirement Strategies
|
Feb 20, 2026 |
|
The Quiet Fear of Retirement
|
Feb 13, 2026 |
|
A Brand New Era of Retirement
|
Feb 06, 2026 |
|
The TCJA Has Been Extended
|
Jan 23, 2026 |
|
Big Financial Landmines
|
Jan 16, 2026 |
|
Six Money Mistakes
|
Jan 09, 2026 |
|
Financial Independence
|
Jan 02, 2026 |
|
Your Retirement Mix-tape
|
Dec 19, 2025 |
|
Rethinking Retirement
|
Dec 12, 2025 |
|
Saving For Retirement
|
Dec 06, 2025 |
|
Low Key Millionaires
|
Nov 28, 2025 |
|
Year End Strategies
|
Nov 21, 2025 |
|
Post Work Stressors
|
Nov 14, 2025 |
|
Get a Plan
|
Nov 07, 2025 |
|
Smart Spending
|
Oct 31, 2025 |
|
Five Pillars of Retirement
|
Oct 24, 2025 |
|
Estate Planning
|
Oct 17, 2025 |
|
Money Personality
|
Oct 10, 2025 |
|
"Side A"...All the Hits
|
Oct 03, 2025 |
|
Retirement : Year One
|
Sep 26, 2025 |
|
Estate Planning is For Everyone
|
Sep 19, 2025 |
|
Your Million Dollar Mindset!
|
Sep 12, 2025 |
|
"Gray Divorce"
|
Sep 05, 2025 |
|
Gen X is Next to Retire
|
Aug 29, 2025 |
|
1995 Retirement, Really?
|
Aug 22, 2025 |
|
Your Old Annuity
|
Aug 15, 2025 |
|
Retirement Myths
|
Aug 08, 2025 |
|
Classic Financial Advice
|
Aug 01, 2025 |
|
You're Magic Number
|
Jul 25, 2025 |
|
The Big Beautiful Bill
|
Jul 18, 2025 |
|
Play it Safe??
|
Jul 11, 2025 |
|
Financial Independence
|
Jul 03, 2025 |
|
Six Money Mistakes
|
Jun 27, 2025 |
|
Lessons From the US Open
|
Jun 20, 2025 |
|
Financial Missteps!
|
Jun 13, 2025 |
|
Spending Behaviors
|
Jun 06, 2025 |
|
A Few Financial Surprises
|
May 30, 2025 |
|
The Road to Retirement
|
May 23, 2025 |
|
Five Smart Money Moves
|
May 16, 2025 |
|
Economic Indicators
|
May 09, 2025 |
|
Weathering the Economic Storm
|
May 02, 2025 |
|
Golden Years Golden?
|
Apr 25, 2025 |
|
Navigating the Rollercoaster!
|
Apr 18, 2025 |
|
The "R" Word
|
Apr 11, 2025 |
|
Taxes Eating Your Next Egg!
|
Apr 04, 2025 |
|
A Smart Retirement
|
Mar 28, 2025 |
|
The Scoop on Tariffs
|
Mar 21, 2025 |
|
Five Major Economic Headlines
|
Mar 14, 2025 |
|
Preparing For Retirement
|
Mar 07, 2025 |
|
Take the Replace My Paycheck Challenge.
|
Feb 28, 2025 |
|
What's Your Number?
|
Feb 21, 2025 |
|
What is Peak 65?
|
Feb 14, 2025 |
|
Behavioral Finance
|
Jan 31, 2025 |
|
Protecting Your Retirement Savings
|
Jan 24, 2025 |
|
Financial Fitness
|
Jan 17, 2025 |
|
Five Retirement Concerns
|
Jan 10, 2025 |
|
Financial Missteps
|
Jan 03, 2025 |
|
Financial Resolutions
|
Dec 27, 2024 |
|
Financial Resolutions
|
Dec 20, 2024 |
|
Changes in 2025
|
Dec 13, 2024 |
|
Retirement Tips
|
Dec 06, 2024 |
|
Millionaires's Strategies
|
Nov 30, 2024 |
|
Cha-Cha Changes
|
Nov 22, 2024 |
|
How the Wealthy Stay Wealthy
|
Nov 15, 2024 |
|
The Realities of Retirement
|
Nov 08, 2024 |
|
Meet Mr and MS A. Boomer
|
Nov 01, 2024 |
|
Trick or Treat-Retirement Decisions
|
Oct 25, 2024 |
|
Retiring in 2025?
|
Oct 18, 2024 |
|
Changing Financial Season
|
Oct 11, 2024 |
|
Your Financial Emotions
|
Oct 04, 2024 |
|
Important Retirement Planning Tips
|
Sep 27, 2024 |