Elevate Your Wealth with Mark Stimpson and Casey Elkins: Recent Episodes
Mark Stimpson, Casey Elkins
Mark and Casey bring everything you need to know about retirement and income planning in a fast paced format. Each week, the hosts and guests on the show reveal the latest developments in the financial world to keep you informed of changes that may affect you personally, while sharing some common sense strategies that will help you make the most out of your retirement savings. We are focused on helping investors preserve and grow their assets, increase their income, and reduce taxes.]
What would you like your retirement to look like and how would you like your assets to support that vision? Mark and Casey can help define objectives and establish a direction for your planning.
Mark Stimpson is a Managing Partner of Elevated Financial Management & Owner of Mark A. Stimpson and Associates Inc. in Federal Way, WA. For nearly 40 years Mark’s mission has been to bring Clarity, Confidence, & Independence to the retirement planning process.
Casey Elkins is a founder and managing partner of Elevated Financial Management and Owner of Elevated Retirement Planning. He believes knowledge is power and strives to educate clients in regards to financial literacy and their personal financial options.
For more information or to get your own questions answered, call or text (866) 668-3625.
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.
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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.
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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.
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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.
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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
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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.
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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.
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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.
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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.
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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.
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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.
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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
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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
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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
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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.
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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.
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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.
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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.
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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.
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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
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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.
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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
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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
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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.
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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
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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
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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
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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.
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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.
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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.
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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
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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
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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.
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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.
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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.
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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
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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
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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
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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
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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
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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
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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.
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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?
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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.
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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
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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
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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.
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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
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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
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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
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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.
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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.
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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
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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.
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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.
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On the week’s show we hear from CEO of JP Morgan Chase, Jamie Dimon. We will discuss the current state of the economy and what retirees and those about to be retired should focus on. Jaw dropping stats concerning your golden years will be highlighted on today’s episode. Also today we have a few tips to kick start your retirement savings.
If you have any questions concerning your own retirement
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On this week’s program we give some tips if you are in the final ten years before you retire. Inflation is real and will impact retirement, we will discuss reevaluating your budget to cover expenses. We will also give you some tips to protect yourself and your financial future.
If you have any questions concerning your retirement
call Elevated Financial Management 866-668-3625.
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On this week’s show we discuss the latest from money management firm Natixis. That surveyed advisors around the country concerning the biggest retirement mistakes people are making. Life is filled with milestones and these can really impact your retirement. One of the first calls you make should be to your advisor when something big happens. Will you be better off in retirement than your parents or grandparents? We discuss all that and more coming up.
If you have any questions about your retirement situation
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On this week’s show we will discuss Retirement Income Replacement Rate. What it is and why it’s important. Taxes will always be a concern for retirees, and we have strategies that could help reduce that tax bill. Do you plan on working in retirement? We have some questions you need to ask yourself.
If you have any questions about today’s show and your retirement situation call Elevated Financial Management 866-668- 3625.
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On this week’s show we discuss retiring in 2023 and what that may look like. Planning for income in retirement is one key to success, is your plan addressing everything as retirement looms. Keeping retirement money as safe as possibly is vital, we will discuss a few strategies.
If you have any questions about your retirement situation call Elevated Financial Management 866-668-3625.
Retirement, Savings, Planning, Risk, Taxes, 401K, Roth,
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On this week’s show if you are working until age 70 and beyond there are a number of things you need to factor into your retirement. We will also look at withdrawal strategies that can help your money last while in retirement. Retirement planning mistakes to avoid as we approach the new year.
If you have any questions call Elevated Financial Management 866-668-3625.
Retirement, Planning, Plan, Secure, Safety, Investments,
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On this week’s show we go over major obstacles that can prevent that comfortable retirement we are all striving to have. Retirement Roadblocks that will require detours. Also this week common misconceptions about your 401K’s.
If you have any questions call Elevated Financial Management 866-668-3625.
Retirement, Savings, Planning, 401K, IRA, Roth, Taxes,
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On this week’s show we get into four ways to adjust your income and understanding the taxes. Stretching your budget in retirement may be required to stay on track. You will get a lot of advice from friends, coworkers and family when it comes to retirement, make sure the advice fits in your retirement puzzle.
If you have any questions about your retirement
call Elevated Financial Management 866-668-3625.
Retirement, Planning, Taxes, Savings, Investing, Roth, IRA
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On this edition we discuss inflation’s impact on your retirement. Avoiding big potential mistakes that you can make as you plan for your golden years is vital. 3 years into the Secure Act we outline changes that could influence your plans.
If you have any questions call Elevated Financial Management 866-668-3625.
Retirement, Retire, Plan, Planning, Taxes, Inflation,
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On this week’s edition we discuss that first year of retirement. What you need to prepare for as you begin your retirement. We also get into navigating retirement if you are a Gen X-ers. The year is ending and we have money moves to make before 2023.
If you have any questions about your retirement
call Elevated Financial Management 866-668-3625.
Retirement, Finance, Taxes, 401K, HSA, Stocks, Bonds,
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Cost of living adjustment for Social Security the biggest bump in 40 years. Shifting to decumulation can be an adjustment. Remember the “Easy” Button commercials? There are some tricky parts to retirement, but we have some tips to make it easier.
If you have any questions call Elevated Financial Management 866-668-3625.
Retirement, Planning, Decumulation, SocialSecurity,
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On this week’s show we dive into investment strategies for retirement. We discuss financial gaps that can impact retirement in a negative way. Last but not least we look at a few tips that can help with financial portfolio stress.
If you have any questions about your retirement situation
call Elevated Financial Management 866-668-3625.
Retire, Plan, Planning, Strategy, Taxes, Budget, Inflation,
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On this week’s edition how to navigate inflation that is currently at a 40 year high. Taxes are going up. It’s not a question of “if”, but “when”. Retirement income that’s not taxable will be discussed get ready to take notes. We all have an idea of the lifestyle we want in retirement, and having a plan to get you there is vital. We have a few steps you can take.
If you have any questions about your retirement scenario
call Elevated Financial Management 866-668-3625.
Retirement, Retire, Inflation, Taxes, Plan, Planning,
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On this week’s program Secure Act 2.0 takes center stage. What this will mean for retirement planning and what you should be aware of moving forward. We will discuss proven practices that can help you save more as you head towards retirement. Once in retirement the planning doesn’t stop. Planning how you spend your time in retirement is very important and we will talk bucket lists and being financially savvy.
If you have any questions about your retirement
call Elevated Financial Management 866-668-3625.
Planning, SecureAct, Saving, Retirement, Inflation, Taxes,
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Financial concerns for retirees and pre retirees are front and center on this week’s show. The fear of running out of money in retirement fuels this discussion. What is your “Safe Withdrawal Rate”? Great question, but do you know the answer? We will also discuss mistakes to avoid when it comes to your RMD’s.
If you have any questions concerning your retirement picture
call Elevated Financial Management 866-668-3625.
RMD, Taxes, Retirement, Planning, Money, Roth,
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On this week’s edition we will discuss avoiding the “Tax Time Bomb” when it comes to your 401K’s and IRA’s. Can we learn from history? We look at retiree regrets from a 2021 survey conducted by Coventry Direct.
A real threat to retirement portfolios is rising interest rates and we will discuss.
If you have any questions pertaining to your retirement situation
call Elevated Financial Management 866-668-3625.
Retire, Savings, Growth, Taxes, Planning,
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A recent Fidelity Investments survey showed 71% of Americans are concerned about the impact of inflation and a volatile market could have on reaching their retirement goals. Today we’ll outline five retirement related risks to avoid in 2022.
Can you have too much money in retirement? Probably not, but some retirees are finding they do have some excess cash even after all their bills are paid and are debt free. We’ve got some ways to share the wealth before you die.
We spend years building up the balance in our 401(k) but what happens to it after we retire? We’ll go over some choices of what you can do with that 401(k) .
If you have any questions about your retirement
call Elevated Financial Management 866-668-3625.
Retire, Invest, Volatility, Market, Money, Planning,
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On this week’s show we answer questions that advisors get every single day when it come to retirement. Long Term Care could be in the cards for some retirees. We will discuss alternatives to long term care insurance that you should be aware of as you plan for retirement. Breaking bad habits can be hard to do, we have some to be aware of when it comes to your retirement planning.
If you have any questions concerning your retirement process
call Elevated Financial Management 866-668-3625.
Retire, Plan, Planning, Taxes, Roth, IRA,
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On this edition we discuss the latest numbers for Transamerica. Little things you can do that will make a big difference in the long run. The game of chess is all about strategy and so is retirement planning, what’s your next move?
If you have any questions call Elevated Financial Management 866-668-3625.
Planning, Strategy, Retirement, Risk, Safety,
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On this week’s edition we discuss what retirees are most concerned about in this current economic environment. What are retirees and pre retirees stoking their nest eggs with as they head to their golden years?
We will also debunk myths about annuities and you might just find that the right annuity could be a good fit in your retirement plan.
If you have any questions about retirement planning
call Elevated Financial Management 866-668-3625.
Retirement, Savings, Planning, Roth, IRA, Annuity,
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Second Consecutive quarter of decline equals a recession. On today’s show we discuss what this means for retirement planning. Planning for retirement for couples that have a significant age difference will be bantered about. If you are in this scenario with your spouse listen up. Also on this edition some tips to stretch your retirement dollars.
If you have any questions concerning your retirement
call Elevated Financial Management 866-668-3625.
Retirement, Recession, Inflation, Annuity, Plan, Planning,
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Retirees are returning to the workforce and it’s being called “The Great Un-resignation”. On this episode we will discuss how to alleviate the current fear concerning the lagging economy. Tips to keep your finances in shape to and through retirement. Also on today’s show, in times like these don’t panic, step back and assess the situation and your retirement plan.
If you have any questions about your retirement call
Elevated Financial Management 866-668-3625.
Retire, Savings, Planning, Portfolio, Taxes, Recession, Inflation,
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On this week’s program, Inflation is high, interest rates moving north, and the talk is, a recession is upon us. Has inflation peaked? How can you weather the storm as you move toward retirement? Questions asked and answered coming up. When markets are volatile there things you need to be doing as you near retirement.
If you have any questions call Elevated Financial Management 866-668-3625.
Retirement, Savings, Planning, Invest, Volatile,
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On today’s show we will talk about the pillars needed for a comfortable retirement. Inflation is a silent killer when planning for retirement. We discuss what inflation will mean to your planning process. We never want to sabotage our own retirement. We will go over a number of signs that you may be damaging your retirement and how to change the behavior.
If you have any questions concerning your retirement
call Elevated Financial Management 866-668-3625.
Retirement, Inflation, Planning, Invest, Safety,
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We are all moving toward retirement and on today’s show we discuss financial risks to avoid. Retirees and pre retirees are worried about what a recession will do to their plans. We will discuss how to prepare. Retiring as a couple checklist will also be on today’s program.
If you have any questions about your retirement
call Elevated Financial Management 866-668-3625.
Retirement, Recession, Savings, Risk,
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On this week’s episode we talk regret. We have a woulda, coulda, shoulda, list you don’t want to miss. Inflation & a possible recession are on everyone’s mind especially those near and in retirement. We discuss steps you can take during uncertain times. Saving is paramount when it comes to retirement, but you need a retirement plan to with those savings and we have a few tips to help.
If you have any questions about your retirement
call Elevated Financial Management 866-668-3625.
Retirement, Savings, Save, Debt, IRA, 401K,
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On this week’s show we discuss the top changes we see in retirement planning. We dive into “fees”, you’re going to pay some of course, but we have 3 to avoid. We also get into common retirement myths that people believe.
If you have any questions about your retirement
call Elevated Financial Management 866-668-3625.
Retirement, Planning, Fees, Risk,
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On this week’s show we discuss three mistakes to avoid as you near retirement. What if you could retire earlier than planned? We discuss strategies that can help. Going from accumulation phase to distribution of funds can be a tough transition as you enter retirement and we will discuss tips to help you.
If you have any questions about your retirement
call Elevated Financial Management 866-668-3625.
Retirement, Planning, Strategies, Savings, Risk, Safety
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On this episode we discuss the first five years of retirement and some smart money moves to consider. How has the pandemic altered the old retirement rules? We dig in on the new rules. Couples don’t always retire at the same time. If this happens to you what should you be doing with your retirement plan?
If you have any questions about your retirement
call Elevated Financial Management 866-668-3625.
Retire, Save, Portfolio, Plan, Planning
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On this week's episode we discuss 5 things you can be doing before you retire to make sure you’re ready for the big milestone. People have been leaving their jobs in record numbers. What can you do with that old 401K? We break the options down. Running out of money in retirement is the number one fire for retirees we go over key mistakes to avoid.
If you have any questions about your retirement situation
call Elevated Financial Management 866-668-3625.
Retirement, Savings, Inflation, Planning, Portfolio, Taxes,
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