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Elevate Your Wealth with Mark Stimpson and Casey Elkins

Elevate Your Wealth with Mark Stimpson and Casey Elkins

Auteur(s): Mark Stimpson Casey Elkins
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À propos de cet audio

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.

2025 Broadcasting Experts, LLC Finances personnelles Économie
Épisodes
  • Elevate Your Wealth: Retirement Planning Essentials

    Elevate Your Wealth: Retirement Planning Essentials
    Sep 20 2025

    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.
    Voir plus Voir moins
    48 min
  • Understanding Retirement Readiness

    Understanding Retirement Readiness
    Aug 30 2025

    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.
    Voir plus Voir moins
    49 min
  • Why Emotional Intelligence Matters in Financial Planning

    Why Emotional Intelligence Matters in Financial Planning
    Aug 23 2025

    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.
    Voir plus Voir moins
    49 min
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