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.

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Retiring, Retirement, Saving, Save, Plan, Planning, 401K, Pension, IRA,

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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.

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Retiring, Retirement, Saving, Save, Plan, Planning, 401K, Pension, IRA,

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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,

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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.

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Retiring, Retirement, Saving, Save, Plan, Planning, 401K, Pension, IRA,

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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,

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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,

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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,

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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,

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