Elevate Your Wealth with Mark Stimpson and Casey Elkins

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.

Warren Buffett warns against casino-like investor behavior, what you should do to protect yourself, what about the missing link for retirement savers, and the latest on Boeing's new contracts, 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 Mark & Casey Discuss the likelihood of a U.S. recession. If this happens what can you do to protect your retirement? Client stories are always an eye opener and we will share those today on the show. 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 really be talking about some very interesting things today. First, we wanna talk about the real importance of making sure that our spouses are involved with the planning process in general. Let's not leave them on the sideline. Could be disastrous if we do. Then we're gonna also talk about just the realities of aging and how important it is and how fast we can go from the...go-go years to the no-go 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.

On today's episode of Elevate Your Wealth, we're going to be talking about how important it is that we keep track of our cash investments, what we're doing with cash, and also we have an interesting discussion on longevity risk. You could possibly live to 100 or longer and how that's going to impact your portfolio. 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 week's show, how to invest in an election year. Lots of market volatility, the fears of the cost of long term care, and then how conservative can you really be in your investment mix. All that and more on today's episode of Elevate Your Wealth. If you have any questions about your retirement call Elevated Financial Management or click here to visit our website. Retirement, Saving, Planning, Taxes, Roth, IRA, Healthcare See omnystudio.com/listener for privacy information.

On today's episode of Elevate Your Wealth, we have got some interesting articles that we want to share with our listeners. We're going to be talking about sequence of return risk, how that gets ignored by so many. Another one that we're going to really spend some time on is how we can find ourselves in a comfort zone that may hinder our investments and our retirement to a big degree. 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 week's episode retiring in Seattle, how difficult is that with the cost of everything today? When should you take social security and the importance of keeping your retirement plan safe? 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 we're gonna be talking about taxes today we're also going to be talking about volatility in the market and how it all impacts your portfolio which directly impacts your retirement dollars. If you have any questions about your retirement situation call Elevated Financial Management 866-668-3625 or click here to visit our website. Retirement, Planning, Saving, 401K, IRA, TSP, Healthcare,See omnystudio.com/listener for privacy information.

On this week's show we talk magic numbers. What is your magic number when it comes to what you need for retirement? We talk saving for retirement all the time, but remember to plan to enjoy your retirement. Are you stashing cash at home? Is this a good idea? Is your money working for you in the best way possible if it's sitting on the sidelines. 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 week’s show we discuss concerns about insufficient savings for retirement and what you can do. The cost of living adjustment for social security makes the show. We will talk about the increase. Finally living to the age of 100 is a real possibility for many of us, how are you going to pay for it? If you have any questions regarding your retirement contact Elevated Financial Management 866-668-3625 or click here to visit our website. Retire, Save, Plan, Taxes, 401K, IRA, Healthcare,See omnystudio.com/listener for privacy information.

On this week's show we will discuss the latest news articles that relate to retirement planning. Changing interest rates and healthcare are two big stories out there that will impact your retirement and planning for it. If you have any questions concerning your retirement call 866-668-3625 or click here to visit our website. Retirement. Planning, Saving, 401K, Roth, Taxes, HealthcareSee omnystudio.com/listener for privacy information.

On this edition of Elevate Your Wealth we discuss income driven strategy. Recent article diving into this subject will be discussed. Over the last six months the rare pension has been the subject of debate. Creating your own pension is worth a conversion and we will have that discussion on today's program. If you have any questions about your retirement situation call Elevated Financial Management 866-668-3625 or click here to visit our website. Retire, Plan, Save, 401K, IRA, Roth, Healthcare, TaxesSee omnystudio.com/listener for privacy information.

On this week's show we dive right in on the latest articles that grabbing attention when it comes to planning for retirement. Can you pass Retirement 101? Should you put off your retirement? Everyone has a number in mind when it comes to retirement readiness. We discuss the latest nest egg number that people are buzzing about. If you have any questions concerning your retirement call Elevated Financial Management 866-668-3625 or click here to visit our website. Retirement, Planning, Saving, Annuity, Taxes, Roth, IRA, 401KSee omnystudio.com/listener for privacy information.

On this edition of Elevate Your Wealth, Mark Stimpson & Casey Elkins dive into some of the latest retirement articles that caught their eye. The importance of tax planning for retirement and why fiduciary status should be on the top of your list when selecting an advisor. If you have any questions call Elevated Financial Management 866-668-3625 or click here to visit our website. Retire, Retiring, Retirement, Plan, Save, 401K, Roth, Pension, See omnystudio.com/listener for privacy information.

On this week's show we dive into ways you can avoid blowing up your retirement. The importance of having a spending plan/budget. Underestimating how long you will live is a big one, because the numbers don't lie, we are living longer and you need to plan for the extra money to fund it. Because we are living longer healthcare and long term care become major players which also need to be planned out. If you have any questions concerning your retirement call Elevated Financial Management 866-668-3625 or click here to visit our website. Retire, Plan, Budget, Save, Taxes, Roth, 401K, PensionSee omnystudio.com/listener for privacy information.

On this week's show we get into the different aspects of retirement planning. The importance of covering all these areas as you prepare for life after leaving your job and heading off to your golden years. How do you navigate retirement successfully? We get into possible answers to that vital question. If you have any questions concerning your retirement call Elevated Financial Management 866-668-3625 or click here to visit our website. Retiring, Planning, Saving, Healthcare, 401K, Roth, TaxesSee omnystudio.com/listener for privacy information.

On this edition of Elevate Your Wealth we will get into the different aspects you need to plan for when it comes to your retirement. So much goes into your retirement recipe such as getting organized, contemplating taxes, plus medicare and drawing down on Social Security. Retirement can be Paradox we will discuss a recent article from Marianne Oehser. If you have any questions about your own retirement call 866-668-3625 or click here to visit our website. Retirement, Plan, Save, 401K, Roth, Taxes, Healthcare See omnystudio.com/listener for privacy information.

This week we will discuss good habits for retirement planning. Mark and Casey fresh off a business trip to Nashville Tennessee share their experience plus spring is in the air and that means Mariners baseball. Establishing good retirement planning habits is vital to the overall financial health of your retirement and we dive in on it this week. If you have any questions concerning your retirement call Elevated Financial Management 866-668-3625 or click here to visit our website. Retirement, Saving, Planning, Roth, IRA, 401K, Healthcare, Legacy See omnystudio.com/listener for privacy information.

Coming up this week, we will discuss the latest retirement numbers from a recent survey from Allianz. Reaching retirement is your goal and there are many factors to consider. We will look at what is trending in retirement planning and what you should keep your eye on. Are you and your spouse compatible financially? We can help answer that question. If you have any questions about your own retirement call Elevated Financial Management 866-668-3625 or click here to visit our website. Retirement, Planning, 401K, IRA, Roth, Saving, TaxesSee omnystudio.com/listener for privacy information.

On this week’s show retirement planning and the parallels to the game of football. We discuss the Offense and Defense of Retirement. The importance of planning to win your game of retirement by planning well. Is your playbook ready for retirement? We will discuss key factors that will tell you if you are indeed prepared. Red zone in retirement is vital and mistakes during this time can be costly. If you have any questions call Elevated Financial Management 866-668-3625 or click here to visit the website. Retire, Save, Plan, Taxes, 401K, Roth, HealthcareSee omnystudio.com/listener for privacy information.

On this week’s program we talk taxes. Specifically, how you could possibly lessen your tax burden. Retirement is a multi step planning process. Saving for retirement is vital, but there are other steps you need to be aware of and include in your planning. The old saying “the only thing that is constant is change” needs to be considered when planning for retirement. We will discuss how to handle the unexpected. If you have any questions call Elevated Financial Management 866-668-3625. Retire, Save, Taxes, Plan, IRA, Roth, HealthcareSee omnystudio.com/listener for privacy information.

Good news, more and more people are putting personal finances in their new year resolutions. We have tips for you to help. What can you do to boost your retirement for the new year? We discuss building accounts, tax planning, and budget. We often talk goals for retirement and today we get specific, measurable, and realistic. If you have any questions concerning your retirement call Elevated Financial Management 866-668-3625. Retirement, Safety, Planning, Saving, 401K, Roth, IRA, TaxesSee omnystudio.com/listener for privacy information.

On this week’s show we will get into some big mistakes you need to avoid as you plan for retirement. Change is a constant, but with retirement there are milestones that can put stress on you and how you handle these milestones is vital. We will also get into strategies when it comes investing. There are so “do’s” and “don’ts”. If you have questions about your own retirement plan or lack there of call Elevated Financial Management 866-668-3625. Retirement, 401K, Roth, Taxes, Healthcare, Planning, SavingSee omnystudio.com/listener for privacy information.

On this week’s show we jump into your preparedness. Are you ready to leave work and sail off into retirement? We have steps you can take to put you on the right path. Later in life as you approach retirement portfolio protection is key. We will go over the transition phase. We will face a number of risks heading toward our retirement. Know those risks and how to handle each is vital. If you have any questions about your retirement call Elevated Financial Management 866-668-3625. Retirement, Saving, Planning, Taxes, Roth, IRA, Healthcare See omnystudio.com/listener for privacy information.

On this week’s show having a written financial plan for retirement is vital. We discuss the ingredients. Retirement is approaching for all of us, how’s your portfolio protected? How will you handle a sudden unplanned retirement? We dive in on what you can do. If you have any questions about your retirement scenario call Elevated Financial Management 866-668-3625. Planning, Retirement, Diversification, Taxes, 401K, IRA, RothSee omnystudio.com/listener for privacy information.

What makes retirement a happy experience? We will discuss elements needed to achieve your plan to get you there. Big changes coming for retirement planning in the new year we will discuss what you need to know. Annuities could be a value add to your portfolio. We will dive in on annuity possibilities. If you have any questions about retirement planning call Elevated Financial Management 866-668-3625. Retirement, Planning, Saving, Taxes, Healthcare, 401K, RothSee omnystudio.com/listener for privacy information.

On this edition of the show we discuss potentially costly mistakes you can make in retirement and how to avoid them. We will explore possibly starting a business in retirement. Being ready for the ever expanding digital age of retirement planning. If you have any questions concerning your retirement call Elevated Financial Management 866-668-3625. Planning, Retiring, Saving, Taxes, 401K, Roth, IRASee omnystudio.com/listener for privacy information.

On this week’s show we start with aging and the advantages to the age 50 to 65 window for pre-retirees. Very important to revise your retirement plan. It’s like resetting your retirement GPS. Have you ever had questions about the 401K? We discuss what makes the 401K tick. If you have any questions call Elevated Financial Management 866-668-3625. Retiring, Planning, Saving, 401K, Roth, IRA, TSP, 403B See omnystudio.com/listener for privacy information.

On this week’s program we discuss The Red Zone. `10 years from retirement how can you save even more? Inflation can be a retirement plan killer unless you plan ahead. We will talk about changes you can make to combat inflation. Keeping your retirement safe and secure is the goal. We will discuss a number of ways that can help. If you have any questions call Elevated Financial Management 866-668-3625. Retirement, Income, Taxes, Roth, 401K, Planning, Insurance See omnystudio.com/listener for privacy information.

On this week’s show we will discuss the 5 years before you head off into retirement, it’s crunch time. We have a few tips to make sure you are prepped and ready for retirement. Inflation is impacting retirement and we will discuss how to plan for it. We will also dive into strategies that could lower your tax burden in retirement. If you have any questions call Elevated Financial Management 866-668-3625. Planning, Plan, Savings, Save, Taxes, 401K, Roth See omnystudio.com/listener for privacy information.

Early retirement brings a few key factors and we will talk those up. You have been planning for retirement and so far no speed bumps, but what if “life happens” and throws you a curveball? We will give you some ideas. Taxes will impact your retirement and you need to plan accordingly. That and more coming up. If you have any questions about retirement call Elevated Financial Management 866-668-3625. Retirement, Planning, Saving, IRA, 401K, Pension, Taxes, GrowthSee omnystudio.com/listener for privacy information.

On this edition we talk about the Magic Number 65. Also on today’s show we will give you some solid financial moves as you approach retirement. We are living longer, all the statistics are telling us this is indeed the case. We will go over key mistakes to avoid so you don’t run out of money in retirement. How’s your retirement planning going? If you have questions call Elevated Financial Management 866-668-3625. Plan, Save, Money, Taxes, IRA, Roth, 401KSee omnystudio.com/listener for privacy information.

On this edition we go over questions you need to be asking when you sit down with an advisor. Questions like, should I be concerned about the impact of inflation? Or How important is a spending/budget plan? Also on today’s program, with premiums being very high alternatives to long term care insurance. As you near retirement we will go over some bad habits that you need to break. If you have any questions about your own retirement contact Elevated Financial Management at 866-668-3625.See omnystudio.com/listener for privacy information.

On this week’s show we will discuss the Baby Boomer generation. They are hitting retirement age by the thousands every day. Almost half are still planning to work past their FRA. Why? You’ve planned well and you have more money than you need in retirement, what can you do with the extra cash? The 401K is a very popular vehicle for retirement. What do you do with it when retirement happens? You have options and we will talk bout those options today. If you have any questions concerning your own retirement call Elevated Financial Management 866-668-3625. Retire, Plan, Save, Pension, 401K, TaxesSee omnystudio.com/listener for privacy information.

Coming up on this week’s show we dive into the do’s and don’ts of retirement planning. We will give you some strategies to help your dollars last in retirement. We will also take your finances to the retirement gym, discussing tips to keep your retirement money in tip top shape heading to and through your retirement. If you have any questions regarding your own retirement contact Elevated Financial Management 866-668-3625. Retire, Plan, Save, IRA, Roth, TSP, Taxes, RMDSee omnystudio.com/listener for privacy information.

On this week’s show we break down steps to get you to retirement. How to select the right advisor is a great place to start. If you are concerned about your retirement accounts and having enough to retire, we have a few simple tips to pile up cash as you near retirement. Retirement and the game of chess have many parallels and we will discuss on this weeks program. If you have any questions concerning your retirement contact Elevated Financial Management 866-668-3625. Planning, Retirement, Savings, Taxes, Roth, IRASee omnystudio.com/listener for privacy information.

Inflation has people worried as they move toward their retirement. On today’s show we offer tips to combat the impact of inflation. BlackRock is out with their latest survey unveiling retirees and pre retirees favorite investments. We will also dive into the biggest myths about annuities. If you have questions about your own retirement scenario call Elevated Financial Management 866-668-3625. Retirement, Retire, Planning, Plan, Save, Saving, Taxes, 401K, Roth,See omnystudio.com/listener for privacy information.

On this week’s show the latest Federal Reserve rate hike has everybody talking, including us. Couples retiring that have a significant age gap between them have a lot to consider. There are many kinds of risk when it comes to your retirement. We will dive in the common ones and how to approach them or avoid them if you can. If you have any questions concerning your retirement call Elevated Financial Management 866-668-3625. Retire, Save, Plan, Roth, 401K, TaxesSee omnystudio.com/listener for privacy information.

On today’s show we give you simple tips that can make a big difference in your retirement. We will address the important numbers when it comes to your retirement. Volatile markets are always going to be a concern when in the middle of retirement planning so we have 5 tips on what you should be doing. If you have any questions about your own retirement call Elevated Financial Management 866-668-3625. Retire, Plan, Save, 401K, IRA, Roth, Annuity, See omnystudio.com/listener for privacy information.

On this week’s show we start with 5 tips to help you win in retirement. We will break retirement down to the basics giving you the key fundamentals. Are you sabotaging your very own retirement? If you have these bad habits you very well could be. If you have any questions about your retirement situation call Elevated Financial Management 866-668-3625. Retirement, Savings, Planning, Taxes, Healthcare, 401K, IRA, 403BSee omnystudio.com/listener for privacy information.

Planning for retirement is very important. We learn key points from current retirees what they would have done differently. Managing your savings is vital and once in retirement having a plan to stretch your nest egg will help weather the economic storms. We discuss strategies to protect your savings. If you have any questions about your retirement call Elevated Financial Management 866-668-3625. Retire, Retirement, Taxes, Planning, IRA, 401K, Pension, RothSee omnystudio.com/listener for privacy information.

On this week’s program we are all over the biggest topics for retirement planning. Three mistakes to avoid as you near retirement. We will also discuss strategies to get to retirement a little early if so desired. Surprising stats when it comes to retirement including a Harris/NerdWallet survey that will shock you. If you have questions concerning your retirement situation call Elevated Financial Management 866-668-3625. Retirement, Planning, Saving, 401K, Pension, Healthcare, IRA See omnystudio.com/listener for privacy information.

On this week’s program we will discuss some smart money moves the first 5 years of retirement. Debt ceiling and rising inflation are dominating the headlines, how will this impact you while you plan for retirement? How would you like guaranteed income for life? We will discuss. Any questions about your own retirement? Call Elevated Financial Management 866-668-3625. Retire, Save, Plan, Invest, Annuity, IRA, 401K, See omnystudio.com/listener for privacy information.

On this week’s show we give you tips on how to live your best retirement life. Developing an income plan as part of your overall retirement plan is vital and we will discuss. Hot button issue when it comes to retirement planning is annuities. We will cut through the misinformation that many of you hear. There are many types of annuities and there may be a good fit for someone’s portfolio. Starts with a discussion. If you have any questions concerning your retirement call Elevated Financial Management 866-668-3625. Retirement, Planning, Annuity, Stocks, Bonds, IRA, 401K,See omnystudio.com/listener for privacy information.

On this week’s edition we discuss the importance of retirement planning for couples. It starts with communication and working with a professional that can guide you not only to retirement, but through retirement. Confidence in retirement as at low dropping to near 2008 levels. We will tell you why, plus offer suggestions to keep you on track. We will also get back to basics with simple steps that will help you on your way to that big retirement day. If you have any questions about your retirement call Elevated Financial Management 866-668-3625. Retirement, Savings, Planning, 401K, IRA, 403B, RMD, See omnystudio.com/listener for privacy information.

On this week’s show we discuss cash flow and the importance of proper planning. What you need to consider as you move to and through retirement starting with income sources and continuing through life expectancy. Human psychology and behavior can impact financial decisions and with that in mind we dive into behavioral finance. Wasting money in retirement can be devastating. We will point out ways retirees are hurting themselves financially so you can avoid the same mistakes. If you have any questions about retirement planning call Elevated Financial Management 866-668-3625. Retirement, Retire, Plan, Planning, Save, Saving, Roth, RMD, See omnystudio.com/listener for privacy information.

On this week's show we start off by having fun with the old game “Two Truths and a Lie”. We put the retirement planning twist on it. We will also dive into answering retirement related questions that begin with “When”. Do you have a “worry” list? We do, but we also have suggestions to ease your pain. If you have any questions about today’s show or your own retirement call Elevated Financial Management 866-668-3625. Retirement, Medicare, Roth, Planning, Fund, Savings, IRA, TSP, Diversification, Balance,See omnystudio.com/listener for privacy information.

On this edition we head to Hollywood for a few movie clips that provide some financial planning advice. Some good and some not so good. Retirement planning myth busting on the show today. Finally, What questions are being asked of financial advisors and the retirement planner? We go over the top ones so be prepared to take notes. If you have any questions concerning your retirement call Elevated Financial Management 866-668-3625. Planning, Retirement, Finances, Financial, Taxes, 401K, IRA, Roth,See omnystudio.com/listener for privacy information.

On this week’s show we discuss the mindset needed when moving from accumulation to distribution. Saving more is one key that can help everyone’s retirement so we have some tips to help you add to your accounts. Being a Grandparent may be in your future so let’s talk about how to go about being a financially responsible Grandparent and protect one’s own retirement. If you have any questions about your retirement call Elevated Financial Management 866-668-3625. Retirement, Savings, 401K, Roth, Taxes, Planning, See omnystudio.com/listener for privacy information.