Don’t let a rollercoaster market dictate your financial future. On this episode of My Money is Safe with Greg Elie,hosts Greg Elie and Patti Jaynes expose the costly consequences of reactive retirement planning. In a world of market swings and hype-driven investing, chasing returns could wreck your future. Instead, discover smart, proven strategies like the Rule of 100, in-service rollovers, and the tax-free power of P-SLIP (Properly Structured Life Insurance Plan). Plus, hear how real clients added 10-50% to their retirement accounts — without gambling in the market. Tune in now to discover how to build a safer, smarter retirement strategy — starting today. Call 1-800-440-0434 or visit mymoneyissafe.com to schedule your free consultation or get your copy of Prosperity Plan ABCs.

Don&rsquo;t let a rollercoaster market dictate your financial future. On this episode of My Money is Safe with Greg Elie, hosts Greg Elie and Patti Jaynes expose the costly consequences of reactive retirement planning. In a world of market swings and hype-driven investing, chasing returns could wreck your future. Instead, discover smart, proven strategies like the Rule of 100, in-service rollovers, and the tax-free power of P-SLIP (Properly Structured Life Insurance Plan). Plus, hear how real clients added 10-50% to their retirement accounts &mdash; without gambling in the market. Tune in now to discover how to build a safer, smarter retirement strategy &mdash; starting today. Call 1-800-440-0434 or visit mymoneyissafe.com to schedule your free consultation or get your copy of Prosperity Plan ABCs.

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

Don't Have A Reactionary Retirement Plan

With markets sitting at all-time highs and unsettling similarities to 2007 emerging, Greg Elie and Patti Jaynes of the Prosperity Group deliver a timely warning to anyone approaching retirement. They reveal how the extended Trump-era tax cuts have created one of the most powerful — and temporary — tax-saving windows retirees may ever see, and why relying solely on traditional 401(k)/IRA strategies can quietly build a massive future tax bill.

In this episode of My Money is Safe with Greg Elie, Greg and Patti break down practical steps you can take right now while tax rates are still historically low, including in-service rollovers, strategic Roth conversions, and lesser-known tools like the “P-Slip” strategy and 3-for-1 leverage vehicles that can add 20–45% bonus money to your accounts.

If your advisor isn’t discussing Roth strategies, conversion bonuses, or tax-free income planning for 2025 and beyond, you may be leaving significant wealth on the table. To learn more, visit mymoneyisafe.com or call 800-808-5514.

With markets sitting at all-time highs and unsettling similarities to 2007 emerging, Greg Elie and Patti Jaynes of the Prosperity Group deliver a timely warning to anyone approaching retirement. They reveal how the extended Trump-era tax cuts have created one of the most powerful &mdash; and temporary &mdash; tax-saving windows retirees may ever see, and why relying solely on traditional 401(k)/IRA strategies can quietly build a massive future tax bill.
In this episode of My Money is Safe with Greg Elie, Greg and Patti break down practical steps you can take right now while tax rates are still historically low, including in-service rollovers, strategic Roth conversions, and lesser-known tools like the &ldquo;P-Slip&rdquo; strategy and 3-for-1 leverage vehicles that can add 20&ndash;45% bonus money to your accounts.
If your advisor isn&rsquo;t discussing Roth strategies, conversion bonuses, or tax-free income planning for 2025 and beyond, you may be leaving significant wealth on the table. To learn more, visit mymoneyisafe.com or call 800-808-5514.

Are You Taking Advantage of The Trump Tax Cuts?

Join hosts Greg Elie and Patti Jaynes on My Money Is Safe with Greg Elie as they sit down with Chace Campbell of ChaceLaw in Greenville for an eye-opening episode. After 36 years in finance, Greg admits he didn’t know “living probate” existed—until a client’s $2M secret account landed in court-ordered conservatorship. Chace reveals why every teen needs an estate plan the moment they turn 18, shocking Greg with the truth about how parents lose legal authority in their child’s medical decisions at adulthood. Discover essential estate planning insights to protect your estate, your family, and your wishes by using the right legal tools (especially trusts) to bypass probate, court intervention, and family conflict.

Greg also shares a new phone number for listeners to connect with them directly—call 1-800-808-5514 to reach him or the team.

Packed with actionable intel for listeners, this episode offers real-world guidance to help you safeguard your legacy.

Want to connect with Chace or learn more about protecting your estate? Head to mymoneyisafe.com for more info and also grab your copy of Greg’s book, Prosperity Plan ABCs.

Join hosts Greg Elie and Patti Jaynes on My Money Is Safe with Greg Elie as they sit down with Chace Campbell of ChaceLaw in Greenville for an eye-opening episode. After 36 years in finance, Greg admits he didn&rsquo;t know &ldquo;living probate&rdquo; existed&mdash;until a client&rsquo;s $2M secret account landed in court-ordered conservatorship. Chace reveals why every teen needs an estate plan the moment they turn 18, shocking Greg with the truth about how parents lose legal authority in their child&rsquo;s medical decisions at adulthood. Discover essential estate planning insights to protect your estate, your family, and your wishes by using the right legal tools (especially trusts) to bypass probate, court intervention, and family conflict.
Greg also shares a new phone number for listeners to connect with them directly&mdash;call 1-800-808-5514 to reach him or the team.
Packed with actionable intel for listeners, this episode offers real-world guidance to help you safeguard your legacy.
Want to connect with Chace or learn more about protecting your estate? Head to mymoneyisafe.com for more info and also grab your copy of Greg&rsquo;s book, Prosperity Plan ABCs.

Proper Estate and Tax Planning Is A Must

Greg Elie and Patti Jaynes, hosts of My Money Is Safe with Greg Elie, break down Goldman Sachs and Morgan Stanley execs' alerts on a looming 10-20% equity pullback in the next 12-24 months, as AI-fueled highs falter and inflation surges to 1980s-style 16-17% per shadow stats. Exploring parallels to 2007's subprime meltdown versus 2025's corporate debt and FOMO risks, they warn retirees of devastating 20-30% hits in an extended bear market—lasting 25% longer than bulls. Discover Prosperity Group's safe money playbook: lock in gains with downside-protected income streams, tax-free strategies, legacy planning, and gold-linked accounts. Call 1-800-808-5514 or head to mymoneyisafe.com to secure your retirement before the balloon pops!

Greg Elie and Patti Jaynes, hosts of My Money Is Safe with Greg Elie, break down Goldman Sachs and Morgan Stanley execs' alerts on a looming 10-20% equity pullback in the next 12-24 months, as AI-fueled highs falter and inflation surges to 1980s-style 16-17% per shadow stats. Exploring parallels to 2007's subprime meltdown versus 2025's corporate debt and FOMO risks, they warn retirees of devastating 20-30% hits in an extended bear market&mdash;lasting 25% longer than bulls. Discover Prosperity Group's safe money playbook: lock in gains with downside-protected income streams, tax-free strategies, legacy planning, and gold-linked accounts. Call 1-800-808-5514 or head to mymoneyisafe.com to secure your retirement before the balloon pops!

Don't Have A Reactionary Retirement Plan

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