The New Magic Number for Retirement Savings

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

Join Hosts Mark Stimpson, Casey Elkins, Craig Roth, and Steve O'Flynn as they talk about being proactive with your money. This episode covers magic numbers and strategies for converting taxable IRAs into tax-efficient structures. Plus the importance of planning for retirement, and the emotional aspects of retirement such as feeling valued and relevant. The hosts share insights on tax planning, income strategies, and the significance of personalized retirement plans.  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.

What this episode covers

Join Hosts Mark Stimpson, Casey Elkins, Craig Roth, and Steve O'Flynn as they talk about being proactive with your money. This episode covers magic numbers and strategies for converting taxable IRAs into tax-efficient structures. Plus the importance of planning for retirement, and the emotional aspects of retirement such as feeling valued and relevant. The hosts share insights on tax planning, income strategies, and the significance of personalized retirement plans. 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,

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The New Magic Number for Retirement Savings

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This episode is 49 minutes long.

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This episode was published on April 18, 2026.

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