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/

See omnystudio.com/listener for privacy information.

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.

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.