• Financial Planning “Rules of Thumb

  • Jun 7 2024
  • Duración: 53 m
  • Podcast

Financial Planning “Rules of Thumb Por arte de portada

Financial Planning “Rules of Thumb

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  • Resumen

  • In this conversation, Jeremy Nelson and Gary Nolan discuss tips and strategies to help individuals plan for retirement. They cover topics such as Roth accounts in defined contribution plans, retirement saving and student loan payments, Roth 401(k) and required minimum distributions, special countdown contributions for ages 60 to 63, delaying Social Security, understanding sequence of return risk, choosing the right place to retire, and the importance of open communication and good record-keeping in financial planning. In this conversation, Jeremy Nelson, President of Element Wealth, discusses various strategies to help individuals stretch their retirement dollars. He emphasizes the importance of understanding and managing fees, prioritizing debt repayment, creating guaranteed income streams, and gradually increasing contributions. He also addresses the impact of geopolitical tensions on the markets and offers advice on building a long-term plan to navigate potential risks.

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

    See omnystudio.com/listener for privacy information.
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