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:
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 as…
49:35
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…
49:26
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 ho…
49:32
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 avoidi…
49:27
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 startli…
49:30
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 …
49:29
Custom Tailored Retirement Plans vs. Cookie Cutter Solutions
In this episode of Elevate Your Wealth, the hosts, Mark Stimpson, Casey Elkins, and Craig Roth discuss various aspects of retirement planning, including how long a million dollars will last in retirement, the impact of AI on financial planning, and effective tax strategies. They emphasize the impor…
49:30
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