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  • The Role of Diversification in Retirement Planning.
    2026/09/30

    Jeremy Nelson and Jackie Selby discuss the complexities of private market investments, retirement planning, and managing liquidity and concentration risks to ensure a secure financial future. Call 601-957-6006 to connect with Jeremy. You may also use his website to connect. Click here.

    See omnystudio.com/listener for privacy information.

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    58 分
  • Risks and Rewards of Private Market Investments!
    2026/09/25

    Jeremy Nelson and Jackie Selby discuss the complexities of private market investments, retirement planning, and managing liquidity and concentration risks to ensure a secure financial future. Call 601-957-6006 or click here for an email inquiry.

    See omnystudio.com/listener for privacy information.

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    57 分
  • Importance of Personalized Financial Planning!
    2026/09/12

    Jeremy Nelson from Element Wealth discusses the critical aspects of retirement planning, including choosing the right retirement date, tax strategies, and income security. This episode provides valuable insights to help you navigate your retirement with confidence. Call 601-957-6006 or click HERE to meet with Jeremy!

    See omnystudio.com/listener for privacy information.

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    55 分
  • The Cash Comfort Trap
    2026/09/04

    Jeremy Nelson discusses the importance of managing cash reserves, tax strategies, and estate planning to optimize retirement outcomes. Learn how to avoid common pitfalls and make your money work harder for you.

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

    See omnystudio.com/listener for privacy information.

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    57 分
  • The Last-Paycheck Levers
    2026/08/28

    Jeremy Nelson discusses key retirement planning strategies, including the impact of 2026 contribution rules, Medicare planning, beneficiary updates, and home equity management, helping listeners optimize their financial future.

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

    See omnystudio.com/listener for privacy information.

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    57 分
  • The 1,153-Point Sleep Test
    2026/08/21

    In this episode, Jeremy Nelson discusses how market volatility, interest rate changes, and strategic planning can help retirees build resilient income streams and manage risks effectively. Learn practical tips on portfolio rebalancing, bond investments, and inflation protection to secure your retirement future.

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

    See omnystudio.com/listener for privacy information.

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    58 分
  • The Inherited IRA Countdown
    2026/08/14

    Jeremy Nelson discusses the complexities of inherited IRA rules, retirement planning, market concentration, and debt management, providing valuable insights for a secure 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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    57 分
  • Trust Fund, Clear Head
    2026/08/07

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

    See omnystudio.com/listener for privacy information.

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    54 分