• Changes in 2025

  • Dec 13 2024
  • Length: 54 mins
  • Podcast

Changes in 2025

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  • Summary

  • In this episode, Jeremy Nelson discusses the implications of President-elect Donald Trump's second term on retirement savings and offers strategies for navigating retirement in 2025. Key topics include the importance of a balanced investment strategy, reviewing asset allocations, maximizing retirement contributions, building liquidity, and the benefits of Health Savings Accounts (HSAs). The conversation also covers Roth conversion strategies, Social Security optimization, and long-term health care planning, emphasizing the need for adaptability in financial planning. In this segment of Element Wealth Radio, Gary Nolan and Jeremy Nelson discuss essential financial planning strategies as they prepare for 2025. They cover the implications of interest rate changes, market volatility, and the importance of understanding social security and Medicare updates. The conversation also emphasizes year-end tax planning and addresses real-life financial scenarios through a Q&A segment, providing listeners with actionable insights for their retirement planning.

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

    See omnystudio.com/listener for privacy information.
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