Elevate Your Wealth with Mark Stimpson and Casey Elkins
106 episodes — Page 3 of 3
Ep 36Financial Planning Questions Answered
On this edition we take a look at the most frequent questions about financial planning that are typed into search engines. These are the questions you want answers to and we have them. Just because you’re turning 65 doesn’t mean you have to retire and we’ll give you the reasons why. A big transition for retirees is going from accumulation to decumulation and it can be a tough change. Things to consider as you prepare to draw down on your retirement accounts. If you have any questions about your retirement call Elevated Financial Management 866-668-3625. Retirement, Transition, Planning, Plan, 401K, IRA, Taxes, RMD,See omnystudio.com/listener for privacy information.
Ep 35Politics, Retirement, Red Flags and Baby Boomers.
Politics and retirement planning are intermingling we discuss the hot topic ESG(Environmental, Social, Governance). We will go over red flags you need to be aware of, if you’re hearing these from your current advisor look out! Baby Boomers, we talk directly to those turning 65 and things you need to avoid as you near retirement. If you have any questions call Elevated Financial Management 866-668-3625. Retire, Retirement, Savings, Plan, Planning, ESG, 401K, IRA, 403B, See omnystudio.com/listener for privacy information.
Ep 34Bank Failures What happened, What you need to Know when it Comes to Your Retirement.
On this week’s show the recent bank failures has many people nervous. What does it mean for retirement planning? Retirement planning regrets Also making the show this weekend learning from past mistakes. True false quiz for our host covering concepts and strategies. We will see how they do. If you have any questions about today’s show or your retirement call Elevated Financial Management 866-668-3625. Retirement, Strategy, Planning, Risk, FDIC, 401K, Roth, IRASee omnystudio.com/listener for privacy information.
Ep 33Where to Put Your Money for Retirement with Some Offering Guaranteed Growth
On this week’s show we discuss some “Do’s” and Don’ts when it come to your retirement savings. Also, the Federal Reserve has been adjusting interest rates and we’ll dive into what that means for retirement portfolios. If you have any questions about your retirement call Elevated Financial Management 866-668-3625. Retirement, Planning, Savings, Roth, Annuities, Federal, Reserve, Interest, Rates,See omnystudio.com/listener for privacy information.
Ep 32Strategies to Shape your Retirement Income
On this week’s show we will talk all things retirement. Strategies that can shape your retirement income will be our first stop. Annuities are selling like hot cakes and we discuss why? 401K rollovers make the show as well. Baby boomers may have a number of old 401K’s and are not sure what to do with them. We discuss the rollover. If you have any questions call Elevated Financial Management 866-668-3625. Retirement, Savings, Pension, 401K, Socialsecurity, Taxes, See omnystudio.com/listener for privacy information.
Ep 31Income for Life, it can be achieved with proper Planning.
On this week’s show we have tips to make sure you don’t run out of money in retirement. We will also address the true cost of inflation and how to protect your retirement from it. We all know Roth IRA’s can be great for retirement, but did you know there are several benefits of the Roth that you can use before you actually retire? If you have any questions call Elevated Financial Management 866-668-3625. Retire, Retirement, Planning, Savings, Roth, IRA, 401KSee omnystudio.com/listener for privacy information.