Episodes

  • The Surprise-Bill Reserve
    Jun 12 2026

    This episode explores the hidden retirement blind spots, the importance of liquidity planning, managing unexpected expenses, and the risks of relying on simple withdrawal rules. Jeremy Nelson shares expert insights on how retirees can better prepare for financial surprises and optimize their retirement income strategies.

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

    See omnystudio.com/listener for privacy information.

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    54 mins
  • Higher Rates, Higher Stakes
    Jun 5 2026

    This episode explores the impact of inflation, higher interest rates, and AI on retirement planning. Jeremy Nelson shares insights on managing risks, planning for travel, and integrating AI tools safely into financial strategies.

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

    See omnystudio.com/listener for privacy information.

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    51 mins
  • The Fraud Firewall
    May 29 2026

    Jeremy Nelson discusses the evolving landscape of financial scams, the importance of protecting retirees from fraud, managing debt in retirement, supporting adult children without jeopardizing retirement plans, and ensuring reliable income during retirement.

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

    See omnystudio.com/listener for privacy information.

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    54 mins
  • Retirement Confidence is Sliping
    May 22 2026

    Jeremy Nelson, president of Element Wealth, discusses key retirement planning strategies including Social Security optimization, healthcare costs, tax planning, and the importance of a comprehensive Element 360 plan to secure a confident retirement.

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

    See omnystudio.com/listener for privacy information.

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    53 mins
  • The Rise of "Fin Tok"
    May 15 2026

    This episode explores the rise of Fintalk and social media's impact on financial advice, highlighting the risks of oversimplified strategies, misinformation, and the importance of personalized planning. Jeremy Nelson shares insights on how to navigate online financial content responsibly.

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

    See omnystudio.com/listener for privacy information.

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    56 mins
  • What's the Real Story
    May 8 2026

    Jeremy Nelson, president of Element Wealth, shares insights on retirement confidence, market risks, and personalized planning strategies. Discover how to navigate today's economic noise, optimize Social Security, and create a tailored retirement plan that aligns with your goals.

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

    See omnystudio.com/listener for privacy information.

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    53 mins
  • Tax Season Has Wrapped Up
    May 1 2026

    Jeremy Nelson discusses retirement planning, market strategies, and the importance of purpose and planning in retirement. Topics include market risks, income strategies, un-retirement trends, and how to build resilient financial plans.

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

    See omnystudio.com/listener for privacy information.

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    48 mins
  • Savings Into a Paycheck
    Apr 24 2026

    Jeremy Nelson discusses the challenges of transitioning from saving to spending in retirement, the importance of structured income planning, and strategies to ensure financial confidence during retirement.

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

    See omnystudio.com/listener for privacy information.

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    55 mins