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

Do you want to depend on the volatility wheel for your retirement?

What is your Social Security Strategy

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 Insider piece on economist Tuomas Malinen, who points to rising bankruptcies, a private-sector yield curve near a recession signal, and an economy that looks strong mainly in a narrow AI-related slice.

They argue official inflation understates the hit to purchasing power (they compare current prices with 1982-style measures), that 60/40 and buy-and-hold plans leave too much at risk, and that two gaps stand out: no plan for a correction and no catastrophic long-term-care coverage.

Their pitch is to rebalance now—take some chips off the table, use accounts that can add a large day-one bonus, consider tax harvesting or Roth conversions, and review income strategies—so a downturn does not undo retirement. Listeners are invited to call 1-800-297-5755 or visit MyMoneyIsSafe.com.

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 Insider piece on economist Tuomas Malinen, who points to rising bankruptcies, a private-sector yield curve near a recession signal, and an economy that looks strong mainly in a narrow AI-related slice.
They argue official inflation understates the hit to purchasing power (they compare current prices with 1982-style measures), that 60/40 and buy-and-hold plans leave too much at risk, and that two gaps stand out: no plan for a correction and no catastrophic long-term-care coverage.
Their pitch is to rebalance now&mdash;take some chips off the table, use accounts that can add a large day-one bonus, consider tax harvesting or Roth conversions, and review income strategies&mdash;so a downturn does not undo retirement. Listeners are invited to call 1-800-297-5755 or visit MyMoneyIsSafe.com.

Warning Signs in the Economy

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 costs now often $66,000–$80,000 for home health or assisted living and $112,000–$130,000 or more for nursing-home care.

They stress that Medicare covers little custodial care, Medicaid generally requires near-poverty assets, and traditional long-term-care policies are use-it-or-lose-it, while family caregiving can exhaust both money and the caregiver’s health. Solutions they describe include annuity-style accounts with income “doublers” that can temporarily double guaranteed lifetime payouts for care needs, hybrid products that turn a lump sum into both cash value and larger long-term-care and death-benefit pools, and their PSLIP (Properly Structured Life Insurance Plan), which can provide living-benefit access to the death benefit for care while remaining a win-win if unused.

They invite listeners facing these risks to call 1-800-297-5755 or visit MyMoneyIsSafe.com.

On this episode of My Money Is Safe, Greg Elie and Patti Jaynes focus on long-term care as &ldquo;catastrophic insurance&rdquo; 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 costs now often $66,000&ndash;$80,000 for home health or assisted living and $112,000&ndash;$130,000 or more for nursing-home care.
They stress that Medicare covers little custodial care, Medicaid generally requires near-poverty assets, and traditional long-term-care policies are use-it-or-lose-it, while family caregiving can exhaust both money and the caregiver&rsquo;s health. Solutions they describe include annuity-style accounts with income &ldquo;doublers&rdquo; that can temporarily double guaranteed lifetime payouts for care needs, hybrid products that turn a lump sum into both cash value and larger long-term-care and death-benefit pools, and their PSLIP (Properly Structured Life Insurance Plan), which can provide living-benefit access to the death benefit for care while remaining a win-win if unused.
They invite listeners facing these risks to call 1-800-297-5755 or visit MyMoneyIsSafe.com.

Do you want to depend on the volatility wheel for your retirement?

In 1 playlist(s)

My Money Is Safe

Social links

Follow podcast

Recent clips