In this conversation, Casey Elkins Mark Stimpson, Craig Roth and Steve O'Flynn discuss the complexities of cryptocurrency and its implications for taxes, as well as strategies for ensuring retirement income lasts. The discussion emphasizes the importance of understanding tax obligations and exploring options like Roth conversions, while also inviting listeners to engage in a conversation about their financial concerns. Longevity is real and the team at Elevated Financial Management discuss what that may look like moving forward for retirees.

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 Stimson and Casey Elkins, along with guest Craig Roth, discuss the current economic landscape, focusing on inflation, stock market valuation, and the importance of proactive retirement planning. They emphasize the need for tailored financial strategies to navigate the complexities of retirement, including the impact of rising costs in Seattle and the necessity of tax mitigation. The conversation also includes practical scenarios to illustrate the challenges retirees face and the importance of having a solid financial plan.

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, the hosts, Casey Elkins, Mark Stimpson and guests discuss the critical issues surrounding Social Security and retirement planning. They explore the emotional aspects of financial decisions, the risks associated with bear markets, and the importance of having a solid income plan for retirement. The conversation highlights the anxiety many Americans feel about their financial future and the necessity of working with a financial advisor to navigate these challenges. The episode also emphasizes the need for flexibility in retirement planning and the significance of understanding the implications of market fluctuations on retirement savings.

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, the hosts Casey Elkins and Steve O'Flynn discuss the importance of planning for retirement, emphasizing the need to enjoy life during retirement rather than just focusing on accumulating wealth. They explore the concept of 'JoySpan' versus 'LifeSpan', highlighting how financial planning should align with personal goals and desires. The conversation also covers Required Minimum Distributions (RMDs), the potential risks of the current market, and real-life scenarios that retirees may face, such as supporting adult children or adjusting to the loss of a spouse. The episode stresses the importance of having a comprehensive retirement plan to navigate these challenges effectively.

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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On this edition of Elevate Your Wealth Mark Stimpson, Casey Elkins, and Steve O'Flynn start with the conversation highlighting the alarming statistic that 45% of Americans are projected to run out of money in retirement, emphasizing the need for effective financial planning and support to alleviate this concern for clients. The discussion centers around the need to find solutions to prevent this issue. Financial security is a critical concern for many.

If you have any questions about your own retirement call Elevated Financial Management, 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, Mark Stimpson, Casey Elkins, and Steve O'Flynn discuss critical aspects of retirement planning, including the significance of long-term care insurance, understanding required minimum distributions (RMDs), and the impact of the one big beautiful bill on tax planning. They emphasize the importance of proactive financial strategies to ensure a secure retirement while also addressing family financial pressures.

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, the hosts, Mark Stimpson, Casey Elkins, and Steve O'Flynn discuss critical topics surrounding retirement planning, including the implications of Bitcoin and private equity in 401k plans, the future of Social Security, and the importance of tailored investment strategies. They emphasize the necessity of long-term care insurance and estate planning to protect assets and ensure that individuals' wishes are honored. The conversation highlights the need for education and communication in making informed financial decisions

If you have any questions about your own retirement call Elevated Financial Management, 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, 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,

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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.

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 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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