In this episode of The My Money Is Safe Show, host Greg Elie and co-host Patti Jaynes promote the in-service rollover as a key retirement strategy. This allows individuals aged 59½ (or sometimes earlier) to roll over some or all of their 401(k) into an IRA to lock in gains, reduce market risk, and shift funds into safer, income-generating accounts—especially timely amid current market highs, volatility, geopolitical risks, and forecasts of modest S&P gains.

They share client stories illustrating major protection during past crashes (e.g., 2008) versus minimal losses after rolling over, and discuss broader concerns like political gridlock and short attention spans. The conversation expands to long-term care planning, highlighting high nursing home costs ($8k–$15k/month) and the value of PSLIP (Properly Structured Life Insurance Plans) for leveraged tax-free income, income doublers, legacy planning, and caregiver support.

The show mixes financial advice with light trivia (Beatles on Ed Sullivan), personal anecdotes, music, and repeated calls to action for consultations via 1-800-297-5755 or mymoneyisafe.com.

In this episode of The My Money Is Safe Show, host Greg Elie and co-host Patti Jaynes promote the in-service rollover as a key retirement strategy. This allows individuals aged 59&frac12; (or sometimes earlier) to roll over some or all of their 401(k) into an IRA to lock in gains, reduce market risk, and shift funds into safer, income-generating accounts&mdash;especially timely amid current market highs, volatility, geopolitical risks, and forecasts of modest S&amp;P gains.
They share client stories illustrating major protection during past crashes (e.g., 2008) versus minimal losses after rolling over, and discuss broader concerns like political gridlock and short attention spans. The conversation expands to long-term care planning, highlighting high nursing home costs ($8k&ndash;$15k/month) and the value of PSLIP (Properly Structured Life Insurance Plans) for leveraged tax-free income, income doublers, legacy planning, and caregiver support.
The show mixes financial advice with light trivia (Beatles on Ed Sullivan), personal anecdotes, music, and repeated calls to action for consultations via 1-800-297-5755 or mymoneyisafe.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.