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 growth compounding on the higher amount), which they compare to several years of typical CD returns and say can produce an average of roughly 7–8% over a decade if the account then earns about 4%.

They contrast this with after-tax CD yields that lose purchasing power once real inflation is factored in, urge a review of existing income riders that may pay less and run out sooner than newer options, and describe using the bonus to fund Roth conversions or their PSLIP (Properly Structured Life Insurance) strategy for tax-free leverage and legacy.

Citing overvaluation, Warren Buffett’s cash position, gold’s rise, and the risk of a sizable correction after an 18-year bull run, they recommend reallocating some gains now—“no one loses money taking a profit”—and invite listeners to call 1-800-297-5755 or visit MyMoneyIsSafe.com.

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 growth compounding on the higher amount), which they compare to several years of typical CD returns and say can produce an average of roughly 7&ndash;8% over a decade if the account then earns about 4%.
They contrast this with after-tax CD yields that lose purchasing power once real inflation is factored in, urge a review of existing income riders that may pay less and run out sooner than newer options, and describe using the bonus to fund Roth conversions or their PSLIP (Properly Structured Life Insurance) strategy for tax-free leverage and legacy.
Citing overvaluation, Warren Buffett&rsquo;s cash position, gold&rsquo;s rise, and the risk of a sizable correction after an 18-year bull run, they recommend reallocating some gains now&mdash;&ldquo;no one loses money taking a profit&rdquo;&mdash;and invite listeners to call 1-800-297-5755 or visit MyMoneyIsSafe.com.

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.