Elevate Your Wealth with Mark Stimpson and Casey Elkins

This episode of Elevate Your Wealth features insights on retirement planning, addressing concerns like market volatility, debt management, and couple's financial disagreements. Join hosts Mark Stimpson, Casey Elkins, and Steve O'Flynn and learn how to build confidence and craft a personalized retirement strategy with tips from seasoned financial fiduciaries.  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.

This episode features insights on retirement planning, healthcare, lifestyle choices, and the importance of professional advice. Join hosts Mark Stimpson, Casey Elkins, and Steve O'Flynn as they discuss how to navigate the complexities of retirement with confidence and make informed decisions for a secure future.  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.

This episode of Elevate Your Wealth features expert insights on retirement planning, Social Security strategies, estate planning, and long-term care. Hosted by Mark Stimpson, Casey Elkins, and Steve O'Flynn, the show offers practical advice for securing your financial future.  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.

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.

 This episode of Elevate Your Wealth features insights from financial experts Mark Stimpson, Casey Elkins, and Craig Roth. They discuss retirement planning, market strategies, and lifestyle tips to help listeners prepare for a secure and fulfilling retirement.  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.

Elevate Your Wealth hosted by Mark Stimpson, Casey Elkins and Craig Roth will dive in on the latest when it comes to planning for your financial future. This episode covers converting 401(k) into reliable income, safe withdrawal rates, and the importance of personalized retirement planning. Our hosts share insights on managing retirement funds, the impact of location, and strategies to maximize income and security.  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.

Coming up on this week's Elevate Your Wealth... This episode covers how to select a gold IRA company wisely, the importance of proper retirement planning, and addressing specific concerns for women and widows in retirement. Hosts Mark Stimpson, Casey Elkins, and Craig Roth share insights on avoiding pitfalls, tax strategies, and the value of personalized financial advice. If you have any questions about your own retirement call 866-668-3625 or click here to visit our website.See omnystudio.com/listener for privacy information.

On this episode of Elevate Your Wealth...hosts, Mark Stimpson, Casey Elkins, Craig Roth, and Steve O'Flynn talk the latest topics concerning retirement. As healthcare costs rise, many retirees are unaware of how much of their Social Security will go toward Medicare premiums. The reality is startling: Medicare premiums are projected to soar from $2,400 a year to $5,000 by 2035!  This isn’t just a statistic; it’s a wake-up call for anyone planning for retirement. With inflation rising faster than Social Security COLAs, retirees need to be proactive about their health care costs.   What’s your strategy to tackle these rising costs? 🤔   Let’s discuss options to ensure your retirement plan covers these unforeseen challenges!  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.

Mark Stimpson and Casey Elkins on this episode cover the latest trends in retirement planning, including the return of older Americans to the workforce, the importance of guaranteed income, and strategies for using annuities effectively. The show offers insights on creating a secure and prosperous retirement. 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.

In this episode of Elevate Your Wealth, the hosts, Mark Stimpson, Casey Elkins, and Craig Roth discuss various aspects of retirement planning, including how long a million dollars will last in retirement, the impact of AI on financial planning, and effective tax strategies. They emphasize the importance of personalized planning and the emotional aspects of retirement, while also addressing real-life scenarios faced by retirees. The conversation highlights the need for education and proactive planning to ensure a fulfilling retirement. 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.

In this conversation, the hosts, Mark stimpson, Craig Roth, and Steve O'Flynn discuss essential financial strategies for retirement planning in 2026. They emphasize the importance of personalized planning, the nuances of Roth conversions, and the implications of required minimum distributions (RMDs). The discussion also covers the significance of securing predictable income through annuities and the necessity of planning for long-term care costs. Resources such as taxbillseattle.com and the book 'Break the Glass' are highlighted as valuable tools for listeners. 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.

In this episode of Elevate Your Wealth, the hosts, Casey Elkins, Mark Stimpson, And Steve O'Flynn discuss the current market concerns and investor sentiment, highlighting the impact of inflation and healthcare costs on savings. They emphasize the importance of financial planning in uncertain times, particularly in light of potential market corrections and geopolitical factors. The conversation also explores the role of reverse mortgages as a financial tool for retirement planning, advocating for education and custom-tailored strategies to navigate the complexities of retirement. 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.

In this episode of "Elevate Your Wealth," the hosts, Casey, Mark, Craig, and Steve discuss critical aspects of retirement planning, focusing on hidden taxes, the impact of cryptocurrency, and the emotional challenges of forced retirement. They emphasize the importance of understanding tax implications, particularly regarding 401(k) and IRA distributions, and how these can affect retirement income. The conversation also highlights the growing legitimacy of cryptocurrency in financial planning, urging listeners to educate themselves on its potential role in their portfolios. Additionally, the hosts share personal stories and insights about clients facing unexpected retirement, stressing the need for a comprehensive plan that goes beyond just financial numbers to include emotional and lifestyle considerations. 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.

In this episode of Elevate Your Wealth, the hosts Casey Elkins, Mark Stimpson and Craig Roth discuss the challenges facing retirement investors, particularly younger generations, and the importance of having a solid financial plan. They explore the current volatile market, referred to as the 'Marie Antoinette Market', and the predictions for the U.S. economy slowing through early 2026. The conversation emphasizes the need for tailored retirement strategies that account for individual circumstances, including the risks associated with market volatility and the importance of guaranteed income streams. The hosts also address practical financial scenarios, providing insights into investment strategies and tax considerations. 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.

This episode of Elevate Your Wealth Mark Stimpson, Casey Elkins, Carl Roth, and Steve O'Flynn discuss the complexities of retirement planning, focusing on the challenges of unretirement, the implications of living longer, and the critical decisions surrounding Social Security. The hosts emphasize the importance of having a personalized retirement plan that addresses both financial and emotional aspects of retirement, highlighting the need for strategic planning to ensure financial security in later years. 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.

In this episode of Elevate Your Wealth, the hosts Mark Stimpson, Casey Elkins, Craig Roth , and Steve O'Flynn discuss critical aspects of retirement planning. Those areas include the viability of the 4% rule in light of current market predictions, the importance of having a purpose in retirement, and the health considerations that can impact retirees. They also emphasize the significance of mapping out the first 90 days of retirement and provide real-life scenarios to illustrate common challenges faced by retirees. The conversation highlights the need for a comprehensive financial plan that aligns with personal goals and addresses potential market fluctuations. 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.

In this episode of Elevate Your Wealth, the hosts Mark Stimpson, Casey Elkins, and Steve O'Flynn  discuss the significant impact of major tech companies like Facebook and Nvidia on the S&P 500, highlighting the importance of understanding market dynamics for retirement planning. They delve into the discrepancies between clients and financial professionals regarding health discussions, emphasizing the need for clear communication about health issues and long-term care planning. The conversation also covers the critical role of diversification in investment strategies and the necessity of tax planning to ensure a secure retirement. 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.

In this conversation, Casey Elkins Mark Stimpson, Craig Roth and Steve O'Flynn discuss the complexities of cryptocurrency and its implications for taxes, as well as strategies for ensuring retirement income lasts. The discussion emphasizes the importance of understanding tax obligations and exploring options like Roth conversions, while also inviting listeners to engage in a conversation about their financial concerns. Longevity is real and the team at Elevated Financial Management discuss what that may look like moving forward for retirees. 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.

In this episode of Elevate Your Wealth, hosts Mark Stimson and Casey Elkins, along with guest Craig Roth, discuss the current economic landscape, focusing on inflation, stock market valuation, and the importance of proactive retirement planning. They emphasize the need for tailored financial strategies to navigate the complexities of retirement, including the impact of rising costs in Seattle and the necessity of tax mitigation. The conversation also includes practical scenarios to illustrate the challenges retirees face and the importance of having a solid financial plan. 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.

In this episode of Elevate Your Wealth, the hosts, Casey Elkins, Mark Stimpson and guests discuss the critical issues surrounding Social Security and retirement planning. They explore the emotional aspects of financial decisions, the risks associated with bear markets, and the importance of having a solid income plan for retirement. The conversation highlights the anxiety many Americans feel about their financial future and the necessity of working with a financial advisor to navigate these challenges. The episode also emphasizes the need for flexibility in retirement planning and the significance of understanding the implications of market fluctuations on retirement savings. 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.

In this episode of Elevate Your Wealth, the hosts Casey Elkins and Steve O'Flynn discuss the importance of planning for retirement, emphasizing the need to enjoy life during retirement rather than just focusing on accumulating wealth. They explore the concept of 'JoySpan' versus 'LifeSpan', highlighting how financial planning should align with personal goals and desires. The conversation also covers Required Minimum Distributions (RMDs), the potential risks of the current market, and real-life scenarios that retirees may face, such as supporting adult children or adjusting to the loss of a spouse. The episode stresses the importance of having a comprehensive retirement plan to navigate these challenges effectively. 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.

On this edition of Elevate Your Wealth Mark Stimpson, Casey Elkins, and Steve O'Flynn start with the conversation highlighting the alarming statistic that 45% of Americans are projected to run out of money in retirement, emphasizing the need for effective financial planning and support to alleviate this concern for clients. The discussion centers around the need to find solutions to prevent this issue. Financial security is a critical concern for many. If you have any questions about your own retirement call Elevated Financial Management, 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.

In this episode of Elevate Your Wealth, Mark Stimpson, Casey Elkins, and Steve O'Flynn discuss critical aspects of retirement planning, including the significance of long-term care insurance, understanding required minimum distributions (RMDs), and the impact of the one big beautiful bill on tax planning. They emphasize the importance of proactive financial strategies to ensure a secure retirement while also addressing family financial pressures. 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.

In this episode of Elevate Your Wealth, the hosts, Mark Stimpson, Casey Elkins, and Steve O'Flynn discuss critical topics surrounding retirement planning, including the implications of Bitcoin and private equity in 401k plans, the future of Social Security, and the importance of tailored investment strategies. They emphasize the necessity of long-term care insurance and estate planning to protect assets and ensure that individuals' wishes are honored. The conversation highlights the need for education and communication in making informed financial decisions If you have any questions about your own retirement call Elevated Financial Management, 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.

In this episode of Elevate Your Wealth, the hosts,Casey Elkins, Mark Stimpson, and Steve O'Flynn discuss the importance of a steady approach to retirement funding, emphasizing the need for a comprehensive retirement plan that includes guaranteed income. They explore the concept of mean reversion and its implications for retirement investments, as well as the significance of balancing activities in retirement. The conversation also highlights the importance of communication between couples regarding retirement goals and the need for peace of mind in spending during retirement. 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.

In this episode of Elevate Your Wealth, the hosts discuss the pressing concerns surrounding retirement, particularly for Boomers and Gen Xers. They explore the adequacy of retirement savings, the impact of social media on financial advice, and the importance of having a comprehensive retirement plan that includes considerations for healthcare and long-term care. The conversation emphasizes the need for personalized financial strategies and the risks associated with relying on unverified online financial influencers. 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.

In this episode of Elevate Your Wealth, hosts Mark Stimpson, and Casey Elkins discuss the importance of emotional intelligence in financial planning, particularly in the context of robo-advisors. They emphasize the need for human connection in financial advising, especially for women who often face unique challenges in financial decision-making. The conversation also explores the dynamics of family finances, particularly when parents move in with their children due to financial difficulties. Finally, the hosts tackle various retirement scenarios, providing insights on strategic planning for a secure financial future. 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.

In this episode of Elevate Your Wealth, hosts Mark Stimpson and Casey Elkins discuss various aspects of retirement planning, emphasizing the importance of health, financial checkups, and the implications of new cryptocurrency regulations. They explore the connection between health and wealth, particularly regarding anemia and its impact on retirement quality of life. The conversation also covers the recent stablecoin law signed by Trump, highlighting its potential effects on the financial landscape. Additionally, they stress the necessity of mid-year financial health checkups for investors and provide insights into long-term care planning and market volatility for retirees. 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.

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.

In this episode of Elevate Your Wealth, hosts Casey Elkins and Mark Stimpson discuss the implications of federal and state estate taxes, particularly in Washington. They explore the current market trends, focusing on the NASDAQ's performance and the potential risks associated with high investment volatility. The conversation shifts to the importance of reliable income in retirement, emphasizing the need for a solid financial plan. They also address common estate planning concerns, especially regarding family dynamics and inheritance. Finally, the hosts tackle the topic of cryptocurrency and its place in retirement portfolios, providing insights and recommendations for listeners 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.

In this episode of Elevate Your Wealth, hosts Casey Elkins and Mark Stimpson discuss essential topics in retirement planning. First up, maximizing 401(k) contributions and debunking myths surrounding Social Security. Understanding the importance of long-term care, and the necessity of having a comprehensive retirement plan also on this episode. They will emphasize the need for proactive financial planning to avoid pitfalls and ensure a secure retirement 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.

In this episode of Elevate Your Wealth, hosts Casey Elkins and Mark Stimpson discuss the concept of staggered retirements, emphasizing the importance of communication between couples regarding their retirement plans. They explore the challenges that arise when one partner retires before the other, including emotional and financial implications. The conversation also addresses the current state of Social Security finances and the potential for benefit cuts, urging listeners to consider strategies to boost their retirement savings. The hosts provide insights into effective retirement planning and the significance of having a comprehensive financial strategy that accounts for various income sources and expenses 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.

In this episode of Elevate Your Wealth, hosts Casey Elkins and Mark Stimpson discuss critical issues affecting retirees today, including the rise of scams and data leaks, the impact of inflation on financial security, and the trend of early Social Security filings. They emphasize the importance of having a solid financial plan to navigate these challenges and the role of financial professionals in providing guidance and support. In this conversation, Casey Elkins and Mark Stimpson discuss various topics related to retirement planning, including trends in Social Security filings, the importance of having a comprehensive financial plan, and specific retirement scenarios that retirees may face 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.

In this episode of Elevate Your Wealth, hosts Casey Elkins and Mark Stimpson discuss the challenges retirees face, including the impact of adult children returning home and the effects of inflation on retirement savings. They emphasize the importance of financial planning and communication within families to ensure that helping adult children does not jeopardize parents' retirement goals. The conversation also highlights the need for retirees to protect their savings from inflation and the potential benefits of annuities in uncertain economic times. 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.

In this episode of Elevate Your Wealth, hosts Casey Elkins and Mark Stimpson discuss the current retirement climate, highlighting the challenges posed by rising interest rates, national debt, and the importance of proactive financial planning. They emphasize the need for individuals to prepare for significant life events that can impact their financial future, such as retirement and Social Security decisions. The conversation underscores the importance of having a comprehensive financial plan that addresses longevity risk and tax efficiency, ensuring that retirees are well-prepared for the future. In this episode, the hosts discuss various life events that can significantly impact retirement planning, including required minimum distributions (RMDs), job changes, health changes, marriage, and divorce 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.

In this episode of Elevate Your Wealth, hosts Casey Elkins and Mark Stimpson discuss the current state of retirement planning amidst market volatility and uncertainty. They explore the significant amount of cash sitting on the sidelines, the importance of having a comprehensive financial plan, and the strategic timing of claiming Social Security benefits. The conversation emphasizes the need for personalized financial strategies and the emotional aspects of retirement planning, encouraging listeners to seek professional guidance to navigate their unique situations effectively 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.

In this episode of Elevate Your Wealth, hosts Casey Elkins and Mark Stimpson discuss the importance of cutting risk in investment portfolios amidst market volatility. They emphasize the need for a solid financial plan to navigate uncertain times and highlight the emotional aspects of investing. The episode also features a fun game segment, 'Two Truths and a Lie,' where they address common misconceptions about retirement planning, including Medicare and risk management 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.

In this episode of Elevate Your Wealth, hosts Casey Elkins and Mark Stimpson discuss the essential aspects of retirement planning, focusing on the 'magic number' for retirement savings, the impact of market volatility, and the importance of having a tailored financial plan. They emphasize the need for individuals to understand their unique financial situations and the necessity of a comprehensive strategy to ensure a successful retirement. In this conversation, the hosts discuss the importance of having a solid financial plan, especially in the face of market uncertainty. 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.

In this episode of Elevate Your Wealth, hosts Casey Elkins and Mark Stimpson discuss the current market volatility and its implications for retirement planning. They emphasize the importance of having a solid financial plan to navigate these turbulent times, highlighting how education and understanding can alleviate fears associated with market fluctuations.  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.

On this episode, hosts Mark Stimpson and Casey Elkins discuss the challenges of navigating financial advice in uncertain times, particularly in light of recent market volatility. They emphasize the importance of having a comprehensive financial plan that accounts for individual circumstances, market fluctuations, and emotional intelligence in decision-making. The discussion also draws parallels between the unpredictability of baseball seasons and retirement planning, highlighting the need for a strategic approach to financial security.  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.

In this episode of Elevate Your Wealth, hosts Casey Elkins and Mark Stimson discuss the common fears surrounding retirement spending, the importance of having a solid financial plan, and the impact of economic uncertainty on retirement strategies.  If you have any questions concerning your retirement call Elevated Financial Management 866-668-3625 or click here to visit our website. Retirement, Savings, Planning, 401K, Roth, IRA, Healthcare,See omnystudio.com/listener for privacy information.

On this episode of Elevate Your Wealth, hosts Casey Elkins and Mark Stimson discuss the current market pullback and the jitters many clients are experiencing. They emphasize the importance of having a solid financial plan to navigate market volatility and provide insights on how education and diversification can help investors feel more confident. If you have any questions concerning your retirement call Elevated Financial Management 866-668-3625 or click here to visit our website. Retirement, Savings, Planning, 401K, Roth, IRA, Healthcare,See omnystudio.com/listener for privacy information.

On today's episode of Elevate Your Wealth, we're gonna be talking about taxes a little bit. We're also going to discuss how we are helping the great people of Seattle take a very close look at their finances. We also talking long-term care a little bit, and then we're gonna have some retirement scenarios all today on Elevate Your Wealth. 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.

Are 60-40 portfolios still relevant today? We're gonna answer that on our show. Plus seven biggest financial planning myths. How many of them are affecting you and your life? And then the wake up call that clients desperately need when it comes to long-term care. All that and more on today's episode of Elevate Your Wealth. 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.

On today's episode of Elevate Your Wealth, we're going to be talking about decisions that retirees are making where they're really having a regret. We're also going to be dealing with the most challenging planning issues that come with retirement. All that and more on today's episode of Elevate Your Wealth. If you have any questions concerning your retirement call Elevated Financial Management 866-668-3625 or click here to visit our website. Retirement, Savings, Planning, 401K, Roth, IRA, Healthcare,See omnystudio.com/listener for privacy information.

On today's episode of Elevate Your Wealth, we're going to talk about staggered retirements. How do you plan for when a husband and wife retiring at different times. 58 % of Americans' careers are being cut short and we will discuss what that means for retirement. We're also going to spend some time talking about Social Security and different strategies you can use to your benefit. 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.

You're on retirement's doorstep. Is it time to downsize and declutter? As you're approaching retirement, how much can you save in your 401k? And a question that's on everybody's mind, what will Social Security look like in the future? All that and more on today's episode of Elevate Your Wealth. If you have any questions concerning your retirement call Elevated Financial Management 866-668-3625 or click here to visit our website. Retirement, Savings, Planning, 401K, Roth, IRA, Healthcare,See omnystudio.com/listener for privacy information.

On today's episode of Elevate Your Wealth, we're gonna be talking about some very interesting things. In fact, we're gonna be talking about older savers, dangerously unprepared for financial shocks that can pop up. We have a great article from Goldman Sachs. think 2025's gonna be a great year. And then, one of our last segments is gonna be common financial mistakes that can ruin your retirement. Be sure to avoid them. That and much more on today's episode of Elevate Your Wealth. If you have any questions concerning your retirement call Elevated Financial Management 866-668-3625 or click here to visit our website. Retirement, Savings, Planning, 401K, Roth, IRA, Healthcare,See omnystudio.com/listener for privacy information.

Many retirees are putting their plans on hold. What can you do to make sure you retire on time? A lot of folks are taking a great deal of risk in the market. Is that appropriate for your circumstance? All that and more on today's episode of Elevate Your Wealth. 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.

On this edition of Elevate Your Wealth: What is the real cost of the American dream? Misinformation driving many to a premature retirement and the crisis in long-term care coverage. All that and more on today's episode of Elevate Your Wealth. If you have any questions concerning your retirement call Elevated Financial Management 866-668-3625 or click here to visit our website. Retirement, Savings, Planning, 401K, Roth, IRA, Healthcare,See omnystudio.com/listener for privacy information.