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How Well Is The Market Really Doing?

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This episode cuts through the noise about market performance. Greg Elie and Patti Jaynes of the Prosperity Group tackle common misconceptions about market gains, revealing the Dow Jones' year-to-date return of just 6.75% and its volatility, with significant dips earlier in the year in this episode of My Money is Safe with Greg Elie. They warn against the risks of staying fully invested as retirement nears, sharing a client’s success with a guaranteed income account yielding 5.87%—outpacing market ups and downs. Greg and Patti also touch on the potential economic impacts of tariffs, including rising costs observed at retail, urging listeners to secure their financial future with prudent strategies. Packed with actionable insights, including how an in-service rollover can boost your 401(k) by up to 25%, this episode is a must-listen for retirees and pre-retirees. Call 1-800-440-0434 to get Greg’s book, Prosperity Plan ABC or visit mymoneyissafeshow.com for more. 

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My Money Is Safe

Greg Elie has been serving clients and retiree’s since 1990. He is licensed in life and health insur 
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