Planning for a Restful Well Funded Retirement

from Elevate Your Wealth with Mark Stimpson and Casey Elkins · host Mark Stimpson, Casey Elkins

On this episode of Elevate Your Wealth, hosts Casey Elkins and Mark Stimpson discuss the challenges facing pre-retirees, including the alarming statistic that 40% have altered or canceled their retirement plans. They emphasize the importance of having a solid financial plan to ensure a well-funded retirement. The conversation also covers the implications of the One Big Beautiful Bill Act, which includes changes to tax laws and how they affect retirement planning. The hosts provide insights on long-term care, the significance of annuities, and strategies for passing wealth to heirs efficiently If you have any questions about your own retirement call 866-668-3625 or click here to visit our website. Retiring, Retirement, Saving, Save, Plan, Planning, 401K, Pension, IRA,See omnystudio.com/listener for privacy information.

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This episode is 49 minutes long.

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This episode was published on August 9, 2025.

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