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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Do you want to depend on the volatility wheel for your retirement?
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Warning Signs in the Economy
On this episode of My Money Is Safe, Greg Elie and Patti Jaynes focus on economic warning signs they say retirees should not ignore just because stocks are near highs. They cite local strain in Greenville (businesses closing, layoffs, housing costs that block people from moving home) and a Business…
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You're retired, but do you have catastrophic healthcare?
On this episode of My Money Is Safe, Greg Elie and Patti Jaynes focus on long-term care as “catastrophic insurance” most retirees lack, citing that about 70% of people turning 65 will need some form of paid or unpaid care, with typical stays of 2.5 years for men and 3.5 years for women and annual c…
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Don’t Just Survive Inflation—Profit From It
On this episode of My Money Is Safe, Greg Elie and Patti Jaynes frame high inflation as something retirees can use rather than only endure. They highlight accounts that can add close to 30% to a retirement balance immediately (for example, $100,000 becoming about $130,000 on day one, with later gro…
49:59
Now is the Perfect time to take advantage of a Retirement Opportunity
On this episode of My Money Is Safe, Greg Elie and Patti Jaynes argue that record market highs—amid wars, political gridlock, and looming midterms—create a timely window to lock in gains rather than stay fully exposed to what they call a historic bubble. They highlight accounts that can add an imm…
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In-Service Rollover: Lock In your Gains Before the Next Correction
On this episode of the My Money Is Safe Show, Greg Elie and Patti Jaynes explain why an in-service rollover—typically available at age 59½ or after a job change—can be a powerful way to move some or all of a 401(k) into an IRA without closing the plan or triggering taxes. They argue that after str…
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Cashing in your harvest with a Roth strategy
In this episode entitled “Cashing in Your Harvest with a Roth Strategy,” Greg Elie and Patti Jaynes of The Prosperity Group stress taking advantage of currently low tax rates (the lowest in years) to convert taxable retirement savings into tax-free growth while locking in market gains. They warn of…
52:21
Your golden opportunity to maximize your profits
In this "Golden Opportunity to Maximize Profits" episode of My Money is Safe, Greg Elie and Patti Jaynes urge listeners to lock in recent stock market gains amid rising volatility from geopolitical tensions (Iran ceasefire issues, Ukraine, oil spikes) and warnings of a potential correction. They h…
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Celebrate the 4th of July and all of your gains correctly
The My Money is Safe radio show, hosted by Greg Elliott of Prosperity Group with co-host Patti Jaynes, promotes safe retirement strategies focused on protecting savings from market volatility, generating reliable pension-like income, and emphasizing tax-free growth. Airing around the 4th of July, …
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Using OPM (Other People's Money) to create Tax Free income
In this episode of The My Money Is Safe Show, Greg Elie and Patti Jaynes explain how to use OPM (Other People’s Money) through their PSLIP (Properly Structured Life Insurance Plan) strategy to create tax-free income, legacy planning, and protection. The core concept involves clients contributing a …
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