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Trust Fund, Clear Head

Jeremy Nelson discusses the complexities of retirement planning, emphasizing the importance of a strategic withdrawal plan, understanding taxes, and managing retirement fears. This episode offers practical insights for building confidence and clarity in your retirement journey.    Reach…

The 2026 Tax Reset

In this episode, Jeremy Nelson discusses the latest changes in retirement tax planning, the rising costs of homeowners insurance, and how artificial intelligence scams are evolving, providing essential insights for retirees and pre-retirees.    Reach out to Jeremy at 800-800-6073 or htt…

All About ETF's

Jeremy Nelson discusses the nuances of ETFs, leveraged products, and Roth conversions, providing valuable insights for retirement planning and investment strategies.    Reach out to Jeremy at 800-800-6073 or https://www.myelementwealth.com/ See omnystudio.com/listener for privacy inform…

Trust Fund, Clear Head

Jeremy Nelson and Gary Nolan discuss critical retirement planning topics including Social Security, Medicare surcharges, long-term care, and income strategies to ensure financial security in retirement.    Reach out to Jeremy at 800-800-6073 or https://www.myelementwealth.com/ See omnys…
In this episode, Jeremy Nelson discusses the complexities of retirement planning, including the importance of flexible retirement dates, pension elections, managing debt, and supporting adult children. Learn practical strategies to optimize your retirement income and avoid common pitfalls.   …
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