My Money Is Safe
My Money Is Safe with Greg Elie
Playlist by My Money Is SafeGreg 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 …Follow the podcast:
346 clip(s) in playlist
Life Insurance that can protect you, dead or alive
In this episode of "My Money is Safe," host Greg Elie and his vice president Patti Jaynes promote safe retirement strategies through their company, The Prosperity Group, urging listeners to protect assets from market volatility using the "Rule of 100" (subtract your age from 100 to determine the pe…
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Should you consider a Roth conversion for your retirement?
In this episode of "My Money Is Safe," hosts Greg and Patty discuss Roth conversions and advanced life insurance strategies as powerful retirement and legacy tools. They explain converting traditional IRA funds (e.g., $100k annually) to Roth accounts, paying taxes upfront, and using vehicles that c…
50:02
Income Riders the Good the Bad the Ugly
In this episode of “My Money is Safe,” Greg Ellie of Prosperity Group and his vice president Patti Jaynes explore the good, bad, and ugly of income riders on annuities. These optional features allow retirees to generate guaranteed lifetime pension-like income for both spouses without surrendering t…
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Safe Growth in a Volatile Market
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Control Your Income in Retirement
In this episode of the "My Money Is Safe Show" hosted by Greg Elie of Prosperity Group Advisors, Greg and co-host Patti Jaynes (vice president of operations) discuss the importance of having a safe money strategy and controlling retirement income amid market volatility and geopolitical risks. They …
50:45
Anyone Ever Lost Money Taking a Profit?
In this episode of The My Money Is Safe Show with Greg Elie of the Prosperity Group, Greg and co-host Patti Jaynes urge retirees and pre-retirees to protect their savings amid perceived market volatility and global uncertainties. The core theme revolves around the question "Does anyone ever lose mo…
50:00
The Essentials Of Estate Planning
This episode focuses on the essentials of estate planning, emphasizing the need to protect assets, ensure personal wishes are honored, safeguard family relationships, and avoid common pitfalls that can drain legacies or cause disputes. Greg and Patti, who clarify they are not attorneys and offer on…
51:15
Retirement Roth Strategies for 2026
The episode of "My Money is Safe" hosted by Greg Elie of the Prosperity Group, featuring co-host Patti Jaynes, focuses on timely Roth IRA and Roth conversion strategies for 2026. Greg highlights a limited-window opportunity—roughly two months from the show's airing—for individuals, particularly ret…
51:55
Don't Let the Financial Weather be a Tax Snowball for You
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 …
51:32
Retirement Tax Strategies for 2026
Retirement tax rules aren’t standing still and small changes now can have a big impact later. Prosperity Group’s Greg Elie and Patti Jaynes are joined by guest host Becky Swansburg, CEO of Stonewood Financial, for a deep dive into retirement tax strategies heading into 2026on this episode of My Mon…
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