In this episode of the "My Money Is Safe Show" hosted by Greg Elie of Prosperity Group Advisors, Greg and co-host Patti Jaynes (vice president of operations) discuss the importance of having a safe money strategy and controlling retirement income amid market volatility and geopolitical risks. They emphasize protecting assets from stock market crashes (likening Wall Street to a "casino") by shifting portions into guaranteed, pension-like accounts—often annuities or similar products—that provide stable, controllable income for life (for both spouses), with leftovers passing to heirs, unlike traditional pensions.The conversation covers the Prosperity Plan's steps: safe money foundation, income planning (often overlapping with safe accounts), and Social Security optimization. They critique over-reliance on market-exposed investments, sharing client stories of brokers resisting transparency, hiding fees, or ignoring risk-averse requests (e.g., an elderly client with 70% in stocks despite preferences for safety). Greg highlights current market fluctuations (citing Yahoo Finance data showing short-term negatives despite longer-term gains), the dangers of hoping for returns rather than guaranteeing them, tax-smart strategies (including tax-free income options), and bonuses like 10-50% account boosts or long-term care protections.Interwoven are light personal anecdotes (allergies, Bradford pear trees, private jet experiences), music plugs (Greg's daughter Annie's song "Phoenix," and classics like "El Shaddai"), and warnings about global instability—wars, potential escalations involving Iran/Israel (with real-time mentions of attacks on Tel Aviv and threats), and how such events could devastate markets and retirement plans. They urge listeners not to bury their heads in the sand, to review statements, consider in-service rollovers for 401(k)s, and seek second opinions via 1-800-297-5755 or mymoneyisafe.com, stressing preparation for 20-30+ years of "unemployment" in retirement rather than speculating on uncertain market or geopolitical outcomes. The tone blends financial education, cautionary tales, faith-inspired encouragement, and promotional calls to action for their advisory services in areas like South Carolina, Florida, and beyond.

In this episode of the "My Money Is Safe Show" hosted by Greg Elie of Prosperity Group Advisors, Greg and co-host Patti Jaynes (vice president of operations) discuss the importance of having a safe money strategy and controlling retirement income amid market volatility and geopolitical risks. They emphasize protecting assets from stock market crashes (likening Wall Street to a "casino") by shifting portions into guaranteed, pension-like accounts&mdash;often annuities or similar products&mdash;that provide stable, controllable income for life (for both spouses), with leftovers passing to heirs, unlike traditional pensions.The conversation covers the Prosperity Plan's steps: safe money foundation, income planning (often overlapping with safe accounts), and Social Security optimization. They critique over-reliance on market-exposed investments, sharing client stories of brokers resisting transparency, hiding fees, or ignoring risk-averse requests (e.g., an elderly client with 70% in stocks despite preferences for safety). Greg highlights current market fluctuations (citing Yahoo Finance data showing short-term negatives despite longer-term gains), the dangers of hoping for returns rather than guaranteeing them, tax-smart strategies (including tax-free income options), and bonuses like 10-50% account boosts or long-term care protections.Interwoven are light personal anecdotes (allergies, Bradford pear trees, private jet experiences), music plugs (Greg's daughter Annie's song "Phoenix," and classics like "El Shaddai"), and warnings about global instability&mdash;wars, potential escalations involving Iran/Israel (with real-time mentions of attacks on Tel Aviv and threats), and how such events could devastate markets and retirement plans. They urge listeners not to bury their heads in the sand, to review statements, consider in-service rollovers for 401(k)s, and seek second opinions via 1-800-297-5755 or mymoneyisafe.com, stressing preparation for 20-30+ years of "unemployment" in retirement rather than speculating on uncertain market or geopolitical outcomes. The tone blends financial education, cautionary tales, faith-inspired encouragement, and promotional calls to action for their advisory services in areas like South Carolina, Florida, and beyond.

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 clients’ have a more prosperous and less stressful retirement by showing them how to safely protect their assets from nursing home, medicaid, inflation and the ups and downs of the stock market. Greg offers support to clients by providing educational workshops for civic and church groups as well as other nonprofit organizations. He has given well over several hundred workshops throughout his career. Greg resides in Greenville and have been together for over 33 years. He has four children and one grand-daughter.

Greg Elie&nbsp;has been serving clients and retiree&rsquo;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.&nbsp;He has helped hundreds of clients&rsquo;&nbsp;have a more prosperous and less stressful retirement by showing them how to safely protect their assets from nursing home, medicaid, inflation and the ups and downs of the stock market.&nbsp;Greg offers support to clients by providing educational workshops for civic and church groups as well as other nonprofit organizations. He has given well over several hundred workshops throughout his career.&nbsp;Greg resides in Greenville and have been together for over 33 years. He has four children and one grand-daughter.

My Money Is Safe with Greg Elie

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 clients’ have a more prosperous and less stressful retirement by showing them how to safely protect their assets from nursing home, medicaid, inflation and the ups and downs of the stock market. Greg offers support to clients by providing educational workshops for civic and church groups as well as other nonprofit organizations. He has given well over several hundred workshops throughout his career. Greg resides in Greenville and have been together for over 33 years. He has four children and one grand-daughter.

My Money Is Safe

Control Your Income in Retirement

In this episode of The My Money Is Safe Show with Greg Elie of the Prosperity Group, Greg and co-host Patti Jaynes urge retirees and pre-retirees to protect their savings amid perceived market volatility and global uncertainties. The core theme revolves around the question "Does anyone ever lose money taking profits?"—emphasizing that locking in gains now is wiser than chasing further upside in what Greg describes as a potential bubble, with large market swings and risks from geopolitical events (like tensions involving Israel/Iran and recent disruptions in Mexico attributed to cartels). He contrasts the casino-like greed of holding too long with the prudence of reallocating portions of 401(k)s or retirement accounts into safer, guaranteed options—such as accounts offering 8% guaranteed income roll-ups, immediate 8-10% bonuses, or pension-like income streams that preserve principal, allow beneficiary inheritance, and avoid full market exposure.Greg shares personal anecdotes, including a disrupted trip to Mexico where he felt protected amid unrest (crediting external political pressures), his own profit-taking in crypto and precious metals (which yielded significant returns as hedges), and client examples illustrating how shifting from high-risk allocations to protected strategies could limit losses in a 30% correction (e.g., risking $60,000 on a smaller exposed portion versus $210,000 on the full amount). He critiques traditional brokerage approaches, target-date funds, and media-driven fear, advocating for a "safe money strategy" foundation first, possibly via in-service rollovers, Roth conversions, or precious metals diversification. Interwoven are lighter moments—promoting his daughter Annie Elie's music releases, reflections on faith, family, purpose in retirement, and avoiding headline-driven decisions—while repeatedly directing listeners to call 1-800-808-5514 or visit mymoneyisafe.com for consultations, TV shows, and resources. The show blends financial caution, optimism about current high-yield safe options (before rates potentially fall), and personal/spiritual insights to encourage proactive retirement planning.

In this episode of The My Money Is Safe Show with Greg Elie of the Prosperity Group, Greg and co-host Patti Jaynes urge retirees and pre-retirees to protect their savings amid perceived market volatility and global uncertainties. The core theme revolves around the question "Does anyone ever lose money taking profits?"&mdash;emphasizing that locking in gains now is wiser than chasing further upside in what Greg describes as a potential bubble, with large market swings and risks from geopolitical events (like tensions involving Israel/Iran and recent disruptions in Mexico attributed to cartels). He contrasts the casino-like greed of holding too long with the prudence of reallocating portions of 401(k)s or retirement accounts into safer, guaranteed options&mdash;such as accounts offering 8% guaranteed income roll-ups, immediate 8-10% bonuses, or pension-like income streams that preserve principal, allow beneficiary inheritance, and avoid full market exposure.Greg shares personal anecdotes, including a disrupted trip to Mexico where he felt protected amid unrest (crediting external political pressures), his own profit-taking in crypto and precious metals (which yielded significant returns as hedges), and client examples illustrating how shifting from high-risk allocations to protected strategies could limit losses in a 30% correction (e.g., risking $60,000 on a smaller exposed portion versus $210,000 on the full amount). He critiques traditional brokerage approaches, target-date funds, and media-driven fear, advocating for a "safe money strategy" foundation first, possibly via in-service rollovers, Roth conversions, or precious metals diversification. Interwoven are lighter moments&mdash;promoting his daughter Annie Elie's music releases, reflections on faith, family, purpose in retirement, and avoiding headline-driven decisions&mdash;while repeatedly directing listeners to call 1-800-808-5514 or visit mymoneyisafe.com for consultations, TV shows, and resources. The show blends financial caution, optimism about current high-yield safe options (before rates potentially fall), and personal/spiritual insights to encourage proactive retirement planning.

Anyone Ever Lost Money Taking a Profit?

This episode focuses on the essentials of estate planning, emphasizing the need to protect assets, ensure personal wishes are honored, safeguard family relationships, and avoid common pitfalls that can drain legacies or cause disputes. Greg and Patti, who clarify they are not attorneys and offer only practical guidance while referring clients to professionals, highlight that approximately 55% of people lack any estate plan, leaving them vulnerable to family conflicts, court intervention, or assets being claimed by unintended beneficiaries such as nursing homes through Medicaid spend-down requirements or the state itself in cases of intestacy. They contrast wills and trusts, explaining that a will typically requires probate—a public, lengthy, and expensive court process that can consume significant portions of an estate (potentially 10% in states like South Carolina and Florida)—and often leads to emotional battles among heirs. In contrast, a revocable living trust allows assets to pass directly to chosen beneficiaries, avoiding probate entirely, maintaining privacy, and providing greater control, including the ability to specify distribution ages, protect blended families or second marriages through mechanisms like AB trusts, accommodate special needs provisions, and prevent contests. They share personal anecdotes, including Greg’s experiences with family losses and caregiving, a friend’s decade-long probate ordeal that drastically reduced inheritance, and a client case where unfavored relatives looted personal items despite proper financial protections, to illustrate how poor planning can lead to chaos.The discussion also covers long-term care risks, noting high costs (around $114,000 annually for nursing homes and $72,000 for home care in recent figures) and how traditional long-term care insurance can be prohibitively expensive with no return if unused. Greg promotes his trademarked P-SLIP strategy (Properly Structured Life Insurance Plan), which uses specially designed life insurance policies with living benefits to provide tax-free access to funds for care expenses while alive, citing examples like a client who accessed over $450,000 from modest premiums without depleting retirement savings. Additional topics include power of attorney distinctions (durable versus statutory, covering health, finance, and HIPAA compliance), the importance of funding trusts properly (transferring asset titles), regular document reviews to account for life changes, and avoiding common missteps like outdated plans or DIY online trusts.The show ties estate planning to broader retirement concerns such as outliving income, market volatility, inflation, rising national debt, and taxation—particularly how IRAs and 401(k)s make the IRS a lifelong “partner” through required distributions, Social Security taxation, and 10-year beneficiary rules. They advocate Roth conversions to pay taxes now at potentially lower rates under current tax policies, enhanced by their “Rothing strategy” using accounts that offset conversion taxes by over 20%, and safe, pension-like income vehicles to create guaranteed streams while preserving tax-free growth options. Throughout, the hosts blend client stories, light banter, music references (including songs by Greg’s late wife), biblical allusions, and repeated calls to action—urging listeners to contact them at 1-800-808-5514 or visit mymoneyisafe.com for complimentary estate reviews, strategy discussions, and access to past TV episodes—positioning The Prosperity Group as a family-oriented resource dedicated to helping retirees build secure, protected legacies.

This episode focuses on the essentials of estate planning, emphasizing the need to protect assets, ensure personal wishes are honored, safeguard family relationships, and avoid common pitfalls that can drain legacies or cause disputes. Greg and Patti, who clarify they are not attorneys and offer only practical guidance while referring clients to professionals, highlight that approximately 55% of people lack any estate plan, leaving them vulnerable to family conflicts, court intervention, or assets being claimed by unintended beneficiaries such as nursing homes through Medicaid spend-down requirements or the state itself in cases of intestacy. They contrast wills and trusts, explaining that a will typically requires probate&mdash;a public, lengthy, and expensive court process that can consume significant portions of an estate (potentially 10% in states like South Carolina and Florida)&mdash;and often leads to emotional battles among heirs. In contrast, a revocable living trust allows assets to pass directly to chosen beneficiaries, avoiding probate entirely, maintaining privacy, and providing greater control, including the ability to specify distribution ages, protect blended families or second marriages through mechanisms like AB trusts, accommodate special needs provisions, and prevent contests. They share personal anecdotes, including Greg&rsquo;s experiences with family losses and caregiving, a friend&rsquo;s decade-long probate ordeal that drastically reduced inheritance, and a client case where unfavored relatives looted personal items despite proper financial protections, to illustrate how poor planning can lead to chaos.The discussion also covers long-term care risks, noting high costs (around $114,000 annually for nursing homes and $72,000 for home care in recent figures) and how traditional long-term care insurance can be prohibitively expensive with no return if unused. Greg promotes his trademarked P-SLIP strategy (Properly Structured Life Insurance Plan), which uses specially designed life insurance policies with living benefits to provide tax-free access to funds for care expenses while alive, citing examples like a client who accessed over $450,000 from modest premiums without depleting retirement savings. Additional topics include power of attorney distinctions (durable versus statutory, covering health, finance, and HIPAA compliance), the importance of funding trusts properly (transferring asset titles), regular document reviews to account for life changes, and avoiding common missteps like outdated plans or DIY online trusts.The show ties estate planning to broader retirement concerns such as outliving income, market volatility, inflation, rising national debt, and taxation&mdash;particularly how IRAs and 401(k)s make the IRS a lifelong &ldquo;partner&rdquo; through required distributions, Social Security taxation, and 10-year beneficiary rules. They advocate Roth conversions to pay taxes now at potentially lower rates under current tax policies, enhanced by their &ldquo;Rothing strategy&rdquo; using accounts that offset conversion taxes by over 20%, and safe, pension-like income vehicles to create guaranteed streams while preserving tax-free growth options. Throughout, the hosts blend client stories, light banter, music references (including songs by Greg&rsquo;s late wife), biblical allusions, and repeated calls to action&mdash;urging listeners to contact them at 1-800-808-5514 or visit mymoneyisafe.com for complimentary estate reviews, strategy discussions, and access to past TV episodes&mdash;positioning The Prosperity Group as a family-oriented resource dedicated to helping retirees build secure, protected legacies.

The Essentials Of Estate Planning

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 retirees with substantial funds in traditional IRAs or 401(k)s, to convert portions to Roth accounts. This allows tax-free growth and withdrawals in the future, avoiding the IRS as a "permanent partner" in retirement savings.

Key points include increased 2026 contribution limits (Roth IRA at $7,500, or $8,600 with catch-up for age 50+; 401(k) at $24,500 plus catch-up), and special accounts or strategies that purportedly add bonuses of 8-20% (or more) to the converted amount—described as "free money"—to help offset conversion taxes, which can be paid from pocket, covered by the account, or withdrawn immediately in some cases. Examples illustrate converting $100,000 and gaining $20,000 extra, with tax-free compounding and inheritance benefits emphasized.

The discussion stresses acting now amid potentially rising future taxes, low current brackets, and economic uncertainties (e.g., market risks, debt, dollar value, gold/silver predictions). Greg ties this to broader 2026 tax code adjustments (e.g., higher defined contribution/benefit limits) and personal anecdotes, like client cases with all-qualified money or health-related needs (e.g., nursing home doublers). He promotes Prosperity Group's services via mymoneyissafe.com, calculators, consultations (1-800-808-5514), and availability in areas like Tampa, Sarasota, Greenville, and Atlanta.

Interwoven are lighter segments (music from Greg's family, weather chat), economic/political commentary (Trump's policies, dollar devaluation theories, Kissinger clip on Trump as a "disruptor"), and warnings that tax rules are "written in pencil" and opportunities may vanish. The show urges listeners to diversify from taxable "baskets," explore Roths for tax-free legacy planning, and contact the team promptly.

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&mdash;roughly two months from the show's airing&mdash;for individuals, particularly retirees with substantial funds in traditional IRAs or 401(k)s, to convert portions to Roth accounts. This allows tax-free growth and withdrawals in the future, avoiding the IRS as a "permanent partner" in retirement savings.
Key points include increased 2026 contribution limits (Roth IRA at $7,500, or $8,600 with catch-up for age 50+; 401(k) at $24,500 plus catch-up), and special accounts or strategies that purportedly add bonuses of 8-20% (or more) to the converted amount&mdash;described as "free money"&mdash;to help offset conversion taxes, which can be paid from pocket, covered by the account, or withdrawn immediately in some cases. Examples illustrate converting $100,000 and gaining $20,000 extra, with tax-free compounding and inheritance benefits emphasized.
The discussion stresses acting now amid potentially rising future taxes, low current brackets, and economic uncertainties (e.g., market risks, debt, dollar value, gold/silver predictions). Greg ties this to broader 2026 tax code adjustments (e.g., higher defined contribution/benefit limits) and personal anecdotes, like client cases with all-qualified money or health-related needs (e.g., nursing home doublers). He promotes Prosperity Group's services via mymoneyissafe.com, calculators, consultations (1-800-808-5514), and availability in areas like Tampa, Sarasota, Greenville, and Atlanta.
Interwoven are lighter segments (music from Greg's family, weather chat), economic/political commentary (Trump's policies, dollar devaluation theories, Kissinger clip on Trump as a "disruptor"), and warnings that tax rules are "written in pencil" and opportunities may vanish. The show urges listeners to diversify from taxable "baskets," explore Roths for tax-free legacy planning, and contact the team promptly.

Control Your Income in Retirement

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