My Money Is Safe
My Money Is Safe
Greg Elie has been serving clients and retiree’s since 1990. He is licensed in life and health insurance in the states of South Carolina, North Carolina, Florida and Tennessee. Greg is well respected in the financial industry as a Complete Advisor. Being able to help Americans save taxes and reduce their risk in their retirement portfolios is what Greg specializes in. He has helped hundreds of cli…Social links:
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Ringing In The New Year With Timeless Retirement Strategies
Kicking off the new year, Greg Elie and co-host Patti Jaynes revisit timely discussions on market volatility, tax-efficient retirement strategies, Roth conversions, and creating dependable, pension-like income. This Best Of episode weaves together insights from multiple broadcasts to highlight recu…
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Closing the Chapter: 2025 Insights from My Money Is Safe with Greg Elie
As the year comes to a close, join Greg Elie and Patti Jaynes of the Prosperity Group for a reflective collection of discussions from 2025 that capture the ideas, stories, and insights that defined this past year. This Best Of episode of My Money is Safe with Greg Elie revisits timely discussions o…
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Don't Forget To Open Your Tax Gift Under The Christmas Tree
It’s the most wonderful (and expensive) time of the year… but hosts Greg Elie and Patti Jaynes are here to remind you that one of the biggest gifts you’ll get this Christmas isn’t wrapped in shiny paper — it’s the still-in-effect Trump Tax Cuts (the Tax Cuts and Jobs Act of 2017) that are keeping m…
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Are You Taking Advantage of The Trump Tax Cuts?
With markets sitting at all-time highs and unsettling similarities to 2007 emerging, Greg Elie and Patti Jaynes of the Prosperity Group deliver a timely warning to anyone approaching retirement. They reveal how the extended Trump-era tax cuts have created one of the most powerful — and temporary — …
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Proper Estate and Tax Planning Is A Must
Join hosts Greg Elie and Patti Jaynes on My Money Is Safe with Greg Elie as they sit down with Chace Campbell of ChaceLaw in Greenville for an eye-opening episode. After 36 years in finance, Greg admits he didn’t know “living probate” existed—until a client’s $2M secret account landed in court-orde…
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Are You Prepared For The Crash?
Greg Elie and Patti Jaynes, hosts of My Money Is Safe with Greg Elie, break down Goldman Sachs and Morgan Stanley execs' alerts on a looming 10-20% equity pullback in the next 12-24 months, as AI-fueled highs falter and inflation surges to 1980s-style 16-17% per shadow stats. Exploring parallels to…
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Lock In A Higher Income Stream Before The Rates Drop
Hosts Greg Elie & Patti Jaynes warn: Fed rate cuts are imminent, and procrastinating just cost one client 20% of their lifetime income. Recorded the day Jerome Powell signaled a likely quarter-point drop, Greg shares two real client stories—one who locked in peak rates on $1.2 million, and another …
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Could 2008 Be Ready To Happen Soon?
In this must-listen episode of My Money is Safe with Greg Elie,Greg Elie and Patti Jaynes confront the pressing question: Are we headed for another 2008-style financial crisis? The duo analyzes six striking similarities between 2008 and 2025, from widespread economic anxiety and an inverted yield c…
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Government Shutdowns and Wars Yet The Market Continues to Hit Record Highs
Tune into this gripping episode of My Money Is Safe with Greg Elie, as hosts Greg Elie and Patti Jaynes dive into the perplexing reality of record-high markets amidst government shutdowns and global unrest. They unpack the current economic landscape, exploring why gold prices are surging alongside …
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Don't Have A Reactionary Retirement Plan
Don’t let a rollercoaster market dictate your financial future. On this episode of My Money is Safe with Greg Elie,hosts Greg Elie and Patti Jaynes expose the costly consequences of reactive retirement planning. In a world of market swings and hype-driven investing, chasing returns could wreck your…
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