Elevate Your Wealth with Mark Stimpson and Casey Elkins
Elevate Your Wealth with Mark Stimpson and 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 he…Social links:
Having a Guaranteed Source of Income in Retirement can Provide Peace of Mind
In this conversation, the hosts, Mark stimpson, Craig Roth, and Steve O'Flynn discuss essential financial strategies for retirement planning in 2026. They emphasize the importance of personalized planning, the nuances of Roth conversions, and the implications of required minimum distributions (RMDs…
48:54
Market Concerns as You Head into Retirement: What Investors Need to Know
In this episode of Elevate Your Wealth, the hosts, Casey Elkins, Mark Stimpson, And Steve O'Flynn discuss the current market concerns and investor sentiment, highlighting the impact of inflation and healthcare costs on savings. They emphasize the importance of financial planning in uncertain times,…
49:35
Understanding Hidden Taxes and Cryptocurrency in Retirement
In this episode of "Elevate Your Wealth," the hosts, Casey, Mark, Craig, and Steve discuss critical aspects of retirement planning, focusing on hidden taxes, the impact of cryptocurrency, and the emotional challenges of forced retirement. They emphasize the importance of understanding tax implicati…
48:54
Retirement Challenges: A Hopeful Outlook
In this episode of Elevate Your Wealth, the hosts Casey Elkins, Mark Stimpson and Craig Roth discuss the challenges facing retirement investors, particularly younger generations, and the importance of having a solid financial plan. They explore the current volatile market, referred to as the 'Marie…
49:34
Planning for the Challenges of Retirement
This episode of Elevate Your Wealth Mark Stimpson, Casey Elkins, Carl Roth, and Steve O'Flynn discuss the complexities of retirement planning, focusing on the challenges of unretirement, the implications of living longer, and the critical decisions surrounding Social Security. The hosts emphasize t…
48:54
Finding Purpose in Retirement: More Than Just Leisure
In this episode of Elevate Your Wealth, the hosts Mark Stimpson, Casey Elkins, Craig Roth , and Steve O'Flynn discuss critical aspects of retirement planning. Those areas include the viability of the 4% rule in light of current market predictions, the importance of having a purpose in retirement, a…
49:28
Market Trends: The Big Tech Impact and how to Navigate
In this episode of Elevate Your Wealth, the hosts Mark Stimpson, Casey Elkins, and Steve O'Flynn discuss the significant impact of major tech companies like Facebook and Nvidia on the S&P 500, highlighting the importance of understanding market dynamics for retirement planning. They delve into the…
49:34
Exploring Retirement Income Strategies for a Secure Future
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 explori…
49:39
Economic Trends in Retirement Planning
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 strate…
49:21
The Emotional Side of Retirement Planning
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 …
49:28