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Elevate Your Wealth with Mark Stimpson and Casey Elkins
Elevate Your Wealth with Mark Stimpson and Casey Elkins episodes
- How to Plan for a 30-Year Retirement: Strategies for Longevity
On this edition of elevate Your Wealth: Hosts Mark Stimpson, Casey Elkins, Craig Roth, and Steve O'Flynn talk strategy.
This episode covers essential retirement planning strategies, including the impact of longevity, the 4% rule versus dividends, and how to build a personalized income plan for those within five years of retirement. The hosts share insights to help listeners make informed decisions and avoid common pitfalls.
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.
50 min - Strategies for Confident Retirement Planning
This episode of Elevate Your Wealth features insights on retirement planning, addressing concerns like market volatility, debt management, and couple's financial disagreements. Join hosts Mark Stimpson, Casey Elkins, and Steve O'Flynn and learn how to build confidence and craft a personalized retirement strategy with tips from seasoned financial fiduciaries.
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.
50 min - The Key Pillars of a Successful Retirement Strategy
This episode features insights on retirement planning, healthcare, lifestyle choices, and the importance of professional advice. Join hosts Mark Stimpson, Casey Elkins, and Steve O'Flynn as they discuss how to navigate the complexities of retirement with confidence and make informed decisions for a secure 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.
50 min - Mastering Retirement: Strategies for a Secure Future
This episode of Elevate Your Wealth features expert insights on retirement planning, Social Security strategies, estate planning, and long-term care. Hosted by Mark Stimpson, Casey Elkins, and Steve O'Flynn, the show offers practical advice for securing your 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.
50 min - The New Magic Number for Retirement Savings
Join Hosts Mark Stimpson, Casey Elkins, Craig Roth, and Steve O'Flynn as they talk about being proactive with your money.
This episode covers magic numbers and strategies for converting taxable IRAs into tax-efficient structures. Plus the importance of planning for retirement, and the emotional aspects of retirement such as feeling valued and relevant. The hosts share insights on tax planning, income strategies, and the significance of personalized retirement plans.
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.
50 min - Key Strategies for a Secure Retirement
This episode of Elevate Your Wealth features insights from financial experts Mark Stimpson, Casey Elkins, and Craig Roth. They discuss retirement planning, market strategies, and lifestyle tips to help listeners prepare for a secure and fulfilling 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.
50 min - Creating Reliable Income in Retirement
Elevate Your Wealth hosted by Mark Stimpson, Casey Elkins and Craig Roth will dive in on the latest when it comes to planning for your financial future.
This episode covers converting 401(k) into reliable income, safe withdrawal rates, and the importance of personalized retirement planning. Our hosts share insights on managing retirement funds, the impact of location, and strategies to maximize income and security.
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.
50 min - Important Questions to Ask Your Financial Advisor Before Investing
Coming up on this week's Elevate Your Wealth...
This episode covers how to select a gold IRA company wisely, the importance of proper retirement planning, and addressing specific concerns for women and widows in retirement. Hosts Mark Stimpson, Casey Elkins, and Craig Roth share insights on avoiding pitfalls, tax strategies, and the value of personalized financial advice.
If you have any questions about your own retirement call 866-668-3625 or click here to visit our website.
See omnystudio.com/listener for privacy information.
50 min - Don’t Let Unexpected Expenses Derail Your Retirement
On this episode of Elevate Your Wealth...hosts, Mark Stimpson, Casey Elkins, Craig Roth, and Steve O'Flynn talk the latest topics concerning retirement.
As healthcare costs rise, many retirees are unaware of how much of their Social Security will go toward Medicare premiums. The reality is startling: Medicare premiums are projected to soar from $2,400 a year to $5,000 by 2035!
This isn’t just a statistic; it’s a wake-up call for anyone planning for retirement. With inflation rising faster than Social Security COLAs, retirees need to be proactive about their health care costs.
What’s your strategy to tackle these rising costs? 🤔
Let’s discuss options to ensure your retirement plan covers these unforeseen challenges!
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.
50 min - Strategies for a Secure Retirement In Uncertain Times
Mark Stimpson and Casey Elkins on this episode cover the latest trends in retirement planning, including the return of older Americans to the workforce, the importance of guaranteed income, and strategies for using annuities effectively. The show offers insights on creating a secure and prosperous 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.
50 min
About Elevate Your Wealth with Mark Stimpson and Casey Elkins
From the publisher's feed
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.