• Financial Moving Parts

  • 2024/09/20
  • 再生時間： 56 分
  • ポッドキャスト

Financial Moving Parts

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  • In this episode of Element Wealth Radio, Gary Nolan and Jeremy Nelson discuss the multifaceted nature of retirement planning. They emphasize the importance of creating a comprehensive financial game plan that includes assessing current financial situations, planning for healthcare costs, understanding social security benefits, and developing a tax-efficient income strategy. The conversation also touches on the role of AI in financial planning, the necessity of diversifying income sources, and preparing for unexpected expenses in retirement. Lastly, they highlight the significance of longevity planning in ensuring financial security throughout 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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あらすじ・解説

In this episode of Element Wealth Radio, Gary Nolan and Jeremy Nelson discuss the multifaceted nature of retirement planning. They emphasize the importance of creating a comprehensive financial game plan that includes assessing current financial situations, planning for healthcare costs, understanding social security benefits, and developing a tax-efficient income strategy. The conversation also touches on the role of AI in financial planning, the necessity of diversifying income sources, and preparing for unexpected expenses in retirement. Lastly, they highlight the significance of longevity planning in ensuring financial security throughout 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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