On this week’s edition we will discuss avoiding the “Tax Time Bomb” when it comes to your 401K’s and IRA’s. Can we learn from history? We look at retiree regrets from a 2021 survey conducted by Coventry Direct.

A real threat to retirement portfolios is rising interest rates and we will discuss.



If you have any questions pertaining to your retirement situation 

call Elevated Financial Management 866-668-3625.



Retire, Savings, Growth, Taxes, Planning,

On this week’s edition we will discuss avoiding the “Tax Time Bomb” when it comes to your 401K’s and IRA’s. Can we learn from history? We look at retiree regrets from a 2021 survey conducted by Coventry Direct.
A real threat to retirement portfolios is rising interest rates and we will discuss.
 
If you have any questions pertaining to your retirement situation 
call Elevated Financial Management 866-668-3625.
 
Retire, Savings, Growth, Taxes, Planning,

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.

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 &amp; 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, &amp; 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.

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