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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The Essentials Of Estate Planning
51:15
Retirement Roth Strategies for 2026
The episode of "My Money is Safe" hosted by Greg Elie of the Prosperity Group, featuring co-host Patti Jaynes, focuses on timely Roth IRA and Roth conversion strategies for 2026. Greg highlights a limited-window opportunity—roughly two months from the show's airing—for individuals, particularly ret…
51:55
Don't Let the Financial Weather be a Tax Snowball for You
In this episode Greg urges retirees and pre-retirees to protect their savings amid rising inflation, persistent high living costs since COVID, and warnings of an impending market correction (likened to 2007-2008). Drawing on Peter Schiff's commentary, Greg predicts severe economic issues involving …
51:32
Retirement Tax Strategies for 2026
Retirement tax rules aren’t standing still and small changes now can have a big impact later. Prosperity Group’s Greg Elie and Patti Jaynes are joined by guest host Becky Swansburg, CEO of Stonewood Financial, for a deep dive into retirement tax strategies heading into 2026on this episode of My Mon…
50:00
Reallocations And Roths
When the market is up, most people do nothing. But according to Greg Elie and Patti Jaynes, that may be the most dangerous time to ignore your retirement strategy. On this episode of My Money Is Safe with Greg Elie, they dive into the timely topic of reallocations and Roth strategies—and why now ma…
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Roth IRA Opportunity
Is now the best time to convert your IRA to a Roth? In this episode of My Money Is Safe with Greg Elie, hosts Greg Elie and Patti Jaynes break down a time-sensitive Roth conversion strategy that may allow retirees and high-income earners to move qualified money into tax-free accounts while potentia…
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Venezuela Forecasting 2026
Markets are reacting, political norms are shifting, and headlines are moving faster than most retirement plans can keep up. In this first recording of the new year, hosts Greg Elie and Patti Jaynes examine how global developments—from Venezuela’s oil influence to broader geopolitical disruption—are…
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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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