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 discrepancies between clients and financial professionals regarding health discussions, emphasizing the need for clear communication about health issues and long-term care planning. The conversation also covers the critical role of diversification in investment strategies and the necessity of tax planning to ensure a secure 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,