My Money Is SafeMy Money Is Safe

Don't Let the Financial Weather be a Tax Snowball for You

View descriptionShare

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 Caroli 
338 clip(s)
Loading playlist

In this episode Greg urges retirees and pre-retirees to protect their savings amid rising inflation, persistent high living costs since COVID, and warnings of an impending market correction (likened to 2007-2008). Drawing on Peter Schiff's commentary, Greg predicts severe economic issues involving sovereign debt, dollar weakness, and a gold bull run (forecasting gold at $10,000/oz), while promoting "safe money" strategies like annuities for pension-like income (guaranteed, spouse-continuing, heir-passable, often tax-free via Roth conversions), accounts offering immediate bonuses (up to 45%), tax-harvesting/Roth opportunities, and gold allocation. He shares personal anecdotes, plays music (including his daughter Annie Elie's song "Phoenix"), criticizes over-reliance on market-exposed mutual funds (even conservative ones) for older clients, and repeatedly invites listeners to call 1-800-808-5514, email info@mymoneyisafe.com, visit mymoneyisafe.com for shows/books ("Prosperity Plan ABCs"), or seek consultations for second opinions and customized retirement protection. 

  • Facebook
  • X (Twitter)
  • WhatsApp
  • Email
  • Download

In 1 playlist(s)

My Money Is Safe

Greg Elie has been serving clients and retiree’s since 1990. He is licensed in life and health insur 
Social links
Follow podcast
Recent clips
Browse 338 clip(s)