On this episode of My Money Is Safe, Greg Elie and Patti Jaynes argue that record market highs—amid wars, political gridlock, and looming midterms—create a timely window to lock in gains rather than stay fully exposed to what they call a historic bubble.

They highlight accounts that can add an immediate 20–30% bonus when money is reallocated from a 401(k) or similar plan (for example, $100,000 becoming $120,000–$130,000 on day one, with future growth compounding on the higher amount), while reducing market risk and still leaving some assets invested if desired.

The hosts stress that no one loses money by taking profits, note how long recovery took after 2008, and show how the bonus can also help fund Roth conversions by covering taxes and still leaving a net gain, or support pension-like lifetime income and their PSLIP (Properly Structured Life Insurance) strategies. 

They contrast these approaches with after-tax, inflation-adjusted CD returns and urge listeners to review allocations now—before potential rate cuts change the opportunity—by calling 1-800-297-5755 or visiting MyMoneyIsSafe.com.

On this episode of My Money Is Safe, Greg Elie and Patti Jaynes argue that record market highs&mdash;amid wars, political gridlock, and looming midterms&mdash;create a timely window to lock in gains rather than stay fully exposed to what they call a historic bubble.
They highlight accounts that can add an immediate 20&ndash;30% bonus when money is reallocated from a 401(k) or similar plan (for example, $100,000 becoming $120,000&ndash;$130,000 on day one, with future growth compounding on the higher amount), while reducing market risk and still leaving some assets invested if desired.
The hosts stress that no one loses money by taking profits, note how long recovery took after 2008, and show how the bonus can also help fund Roth conversions by covering taxes and still leaving a net gain, or support pension-like lifetime income and their PSLIP (Properly Structured Life Insurance) strategies.&nbsp;
They contrast these approaches with after-tax, inflation-adjusted CD returns and urge listeners to review allocations now&mdash;before potential rate cuts change the opportunity&mdash;by calling 1-800-297-5755 or visiting 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.