On this episode of Elevate Your Wealth, hosts Casey Elkins and Mark Stimpson discuss the challenges facing pre-retirees, including the alarming statistic that 40% have altered or canceled their retirement plans. They emphasize the importance of having a solid financial plan to ensure a well-funded retirement. The conversation also covers the implications of the One Big Beautiful Bill Act, which includes changes to tax laws and how they affect retirement planning. The hosts provide insights on long-term care, the significance of annuities, and strategies for passing wealth to heirs efficiently

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,

On this episode of Elevate Your Wealth, hosts Casey Elkins and Mark Stimpson discuss the challenges facing pre-retirees, including the alarming statistic that 40% have altered or canceled their retirement plans. They emphasize the importance of having a solid financial plan to ensure a well-funded retirement. The conversation also covers the implications of the One Big Beautiful Bill Act, which includes changes to tax laws and how they affect retirement planning. The hosts provide insights on long-term care, the significance of annuities, and strategies for passing wealth to heirs efficiently
If you have any questions about your own retirement call 866-668-3625 or <a href="efmnw.com">click here</a> to visit our website.
Retiring, Retirement, Saving, Save, Plan, Planning, 401K, Pension, IRA,

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.

Elevate Your Wealth with Mark Stimpson and Casey Elkins

On this episode of Elevate Your Wealth, hosts Casey Elkins and Mark Stimpson discuss the challenges facing pre-retirees, including the alarming statistic that 40% have altered or canceled their retirement plans. They emphasize the importance of having a solid financial plan to ensure a well-funded retirement. The conversation also covers the implications of the One Big Beautiful Bill Act, which includes changes to tax laws and how they affect retirement planning. The hosts provide insights on long-term care, the significance of annuities, and strategies for passing wealth to heirs efficiently  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,