My Money Is Safe with Greg Elie

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 retirees with substantial funds in traditional IRAs or 401(k)s, to convert portions to Roth accounts. This allows tax-free growth and withdrawals in the future, avoiding the IRS as a "permanent partner" in retirement savings. Key points include increased 2026 contribution limits (Roth IRA at $7,500, or $8,600 with catch-up for age 50+; 401(k) at $24,500 plus catch-up), and special accounts or strategies that purportedly add bonuses of 8-20% (or more) to the converted amount—described as "free money"—to help offset conversion taxes, which can be paid from pocket, covered by the account, or withdrawn immediately in some cases. Examples illustrate converting $100,000 and gaining $20,000 extra, with tax-free compounding and inheritance benefits emphasized. The discussion stresses acting now amid potentially rising future taxes, low current brackets, and economic uncertainties (e.g., market risks, debt, dollar value, gold/silver predictions). Greg ties this to broader 2026 tax code adjustments (e.g., higher defined contribution/benefit limits) and personal anecdotes, like client cases with all-qualified money or health-related needs (e.g., nursing home doublers). He promotes Prosperity Group's services via mymoneyissafe.com, calculators, consultations (1-800-808-5514), and availability in areas like Tampa, Sarasota, Greenville, and Atlanta. Interwoven are lighter segments (music from Greg's family, weather chat), economic/political commentary (Trump's policies, dollar devaluation theories, Kissinger clip on Trump as a "disruptor"), and warnings that tax rules are "written in pencil" and opportunities may vanish. The show urges listeners to diversify from taxable "baskets," explore Roths for tax-free legacy planning, and contact the team promptly.

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. 

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 Money Is Safe with Greg Elie. The trio’s conversation covers why traditional IRAs and 401(k)s may leave retirees overexposed, how new rules on inherited IRAs and Medicare IRMAA charges can quietly drain income, and why today’s lower tax environment may represent a limited-time planning opportunity. With Becky’s background in Washington policy and retirement tax planning, this episode connects the dots between legislation, Medicare costs, Social Security taxation, and Roth conversion strategies—giving listeners a clearer roadmap for protecting income and reducing future tax surprises. Call 1-800-440-0434 or visit mymoneyissafe.com to schedule your free consultation with the team.

When the market is up, most people do nothing. But according to Greg Elie and Patti Jaynes, that may be the most dangerous time to ignore your retirement strategy. On this episode of My Money Is Safe with Greg Elie, they dive into the timely topic of reallocations and Roth strategies—and why now may be a critical moment for retirees and pre-retirees to act. Greg breaks down how market gains, political disruption, and looming tax increases can quietly put retirement savings at risk if left unmanaged. Together, Greg and Patti discuss the psychology of greed, the importance of taking profits, and how strategic reallocations can help protect assets while creating pension-like, lifetime income for both spouses. The conversation also explores Roth conversions, tax-efficient planning, and innovative strategies that may even help offset the cost of taxes—without market risk. If you’re wondering whether it’s time to lock in gains or reduce future tax exposure, reach out to the Prosperity Group team for a complimentary conversation at 800-808-5514 or visit mymoneyisafe.com to explore tools, resources, and next steps.

Is now the best time to convert your IRA to a Roth? In this episode of My Money Is Safe with Greg Elie, hosts Greg Elie and Patti Jaynes break down a time-sensitive Roth conversion strategy that may allow retirees and high-income earners to move qualified money into tax-free accounts while potentially offsetting the tax bill. Greg explains why the years ahead could represent a limited planning window, how updated Roth contribution and catch-up rules come into play, and why market highs may present an ideal moment to rebalance and reallocate. From inflation concerns and income planning to Roth conversions and tax-free retirement buckets, this episode delivers practical insights for those who want to reduce future tax exposure and create more predictable, long-term income. To learn how these strategies may apply to your situation, visit mymoneyisafe.com or call the Prosperity Group at 800-808-5514 to schedule a conversation with the team.

Markets are reacting, political norms are shifting, and headlines are moving faster than most retirement plans can keep up. In this first recording of the new year, hosts Greg Elie and Patti Jaynes examine how global developments—from Venezuela’s oil influence to broader geopolitical disruption—are reshaping the economic landscape. They explain why emotional reactions to news can put retirement at risk and why now may be a critical time to reassess strategies like in-service rollovers, guaranteed income planning, and safe money positioning. This episode of My Money Is Safe with Greg Elie offers a grounded, real-world discussion for pre-retirees and retirees who want clarity, protection, and opportunity in an increasingly unpredictable market. If you want to learn how to protect your retirement savings, create pension-like income, or explore whether an in-service rollover makes sense for you, visit mymoneyisafe.com or call1-800-808-5514 to speak with the Prosperity Group team.

Kicking off the new year, Greg Elie and co-host Patti Jaynes revisit timely discussions on market volatility, tax-efficient retirement strategies, Roth conversions, and creating dependable, pension-like income. This Best Of episode weaves together insights from multiple broadcasts to highlight recurring themes and questions facing today’s retirees. Whether you’re approaching retirement or already there, this year-end recap offers practical perspective to help you move into the new year with greater clarity and confidence. As the calendar turns, the conversation reinforces the importance of staying informed, prepared, and focused on long-term financial security. Call 1-800-808-5514 to speak to the team at the Prosperity Group or head to mymoneyisafe.com.

As the year comes to a close, join Greg Elie and Patti Jaynes of the Prosperity Group for a reflective collection of discussions from 2025 that capture the ideas, stories, and insights that defined this past year. This Best Of episode of My Money is Safe with Greg Elie revisits timely discussions on market uncertainty, historical market parallels, tax planning opportunities, retirement income strategies, estate planning considerations, and the evolving financial landscape shaped by technology and global events. Designed to help retirees and pre-retirees pause, contemplate, and prepare, Greg and Patti provide listeners perspective as one year ends and another begins. To learn more, visit mymoneyisafe.com or call 800-808-5514—then take a moment to reflect, plan, and get inspired as you step into a New Year full of smart choices and joyful moments! Happy New Year from the Prosperity Group!

It’s the most wonderful (and expensive) time of the year… but hosts Greg Elie and Patti Jaynes are here to remind you that one of the biggest gifts you’ll get this Christmas isn’t wrapped in shiny paper — it’s the still-in-effect Trump Tax Cuts (the Tax Cuts and Jobs Act of 2017) that are keeping millions of Americans in historically low tax brackets. In this warm, laughter-filled Christmas special, the duo explains why today’s tax rates are some of the lowest in decades and why waiting until 2026 could mean paying thousands more. In this festive (and tax-smart) episode of My Money Is Safe with Greg Elie, you’ll hear: How to “unwrap” the gift with smart Roth conversion strategies done in steps (not all at once!) so you stay in the 12% or 22% bracket Why 2025 could be your last great chance before provisions sunset in 2026 Plus, Greg singing with Josh Groban & Bing Crosby, wild volcano stories, and Patti’s touching story of taking her beloved mother to see the Polar Express movie and ride the real Polar Express train in North Carolina – one of her final, cherished adventures with her mom Call the Prosperity Group today at 1-800-808-5514 or go to mymoneyissafe.com for your no-cost tax strategy session. Merry Christmas and Happy New Year from the Prosperity Group — may your holidays be bright and your taxes stay low!

With markets sitting at all-time highs and unsettling similarities to 2007 emerging, Greg Elie and Patti Jaynes of the Prosperity Group deliver a timely warning to anyone approaching retirement. They reveal how the extended Trump-era tax cuts have created one of the most powerful — and temporary — tax-saving windows retirees may ever see, and why relying solely on traditional 401(k)/IRA strategies can quietly build a massive future tax bill. In this episode of My Money is Safe with Greg Elie, Greg and Patti break down practical steps you can take right now while tax rates are still historically low, including in-service rollovers, strategic Roth conversions, and lesser-known tools like the “P-Slip” strategy and 3-for-1 leverage vehicles that can add 20–45% bonus money to your accounts. If your advisor isn’t discussing Roth strategies, conversion bonuses, or tax-free income planning for 2025 and beyond, you may be leaving significant wealth on the table. To learn more, visit mymoneyisafe.com or call 800-808-5514.

Join hosts Greg Elie and Patti Jaynes on My Money Is Safe with Greg Elie as they sit down with Chace Campbell of ChaceLaw in Greenville for an eye-opening episode. After 36 years in finance, Greg admits he didn’t know “living probate” existed—until a client’s $2M secret account landed in court-ordered conservatorship. Chace reveals why every teen needs an estate plan the moment they turn 18, shocking Greg with the truth about how parents lose legal authority in their child’s medical decisions at adulthood. Discover essential estate planning insights to protect your estate, your family, and your wishes by using the right legal tools (especially trusts) to bypass probate, court intervention, and family conflict. Greg also shares a new phone number for listeners to connect with them directly—call 1-800-808-5514 to reach him or the team. Packed with actionable intel for listeners, this episode offers real-world guidance to help you safeguard your legacy. Want to connect with Chace or learn more about protecting your estate? Head to mymoneyisafe.com for more info and also grab your copy of Greg’s book, Prosperity Plan ABCs.

Greg Elie and Patti Jaynes, hosts of My Money Is Safe with Greg Elie, break down Goldman Sachs and Morgan Stanley execs' alerts on a looming 10-20% equity pullback in the next 12-24 months, as AI-fueled highs falter and inflation surges to 1980s-style 16-17% per shadow stats. Exploring parallels to 2007's subprime meltdown versus 2025's corporate debt and FOMO risks, they warn retirees of devastating 20-30% hits in an extended bear market—lasting 25% longer than bulls. Discover Prosperity Group's safe money playbook: lock in gains with downside-protected income streams, tax-free strategies, legacy planning, and gold-linked accounts. Call 1-800-808-5514 or head to mymoneyisafe.com to secure your retirement before the balloon pops!

Hosts Greg Elie & Patti Jaynes warn: Fed rate cuts are imminent, and procrastinating just cost one client 20% of their lifetime income. Recorded the day Jerome Powell signaled a likely quarter-point drop, Greg shares two real client stories—one who locked in peak rates on $1.2 million, and another who waited and lost. The pair dissect stagflation red flags—CNN’s 2.9% inflation report and a four-year spike in unemployment claims—along with the growing threat of AI job displacement. They explain why “rate shopping” CDs is reckless when governments from Vietnam to England are freezing non-digital accounts, and how to safeguard your savings before the next policy shift hits. On My Money Is Safe with Greg Elie, Greg & Patti reveal actionable strategies to protect your retirement: in-service rollovers, tax-harvesting Roth conversions, and how to generate 5–7% guaranteed lifetime income that outpaces the obsolete 4% rule. Call 1-800-440-0434 or visit mymoneyisafe.com before the window closes.

In this must-listen episode of My Money is Safe with Greg Elie,Greg Elie and Patti Jaynes confront the pressing question: Are we headed for another 2008-style financial crisis? The duo analyzes six striking similarities between 2008 and 2025, from widespread economic anxiety and an inverted yield curve to real estate slowdowns and record-high corporate and national debt. Patti reflects on insights from a recent financial conference, sharing expert insights warning of an imminent downturn, while Greg outlines actionable steps to safeguard your finances, including accounts that can add up to 50% to your savings and generate guaranteed income. Perfect for retirees and cautious investors, this episode offers practical advice to weather the coming storm. Call 1-800-440-0434 or visit mymoneyissafe.com for more information and a free copy of Greg’s book, Prosperity Plan ABCs.

Tune into this gripping episode of My Money Is Safe with Greg Elie, as hosts Greg Elie and Patti Jaynes dive into the perplexing reality of record-high markets amidst government shutdowns and global unrest. They unpack the current economic landscape, exploring why gold prices are surging alongside stock market gains and what this means for your retirement strategy. Greg and Patti discuss the importance of taking profits now, the risks of chasing rates, and the value of in-service rollovers to secure pension-like income. With actionable insights and a call to protect your financial future, they emphasize safe money strategies to navigate uncertainty. Be sure to listen to hear their expert analysis, learn about guaranteed income opportunities, and discover how to safeguard your wealth by visiting mymoneyissafe.com or calling 1-800-440-0434.

Don’t let a rollercoaster market dictate your financial future. On this episode of My Money is Safe with Greg Elie,hosts Greg Elie and Patti Jaynes expose the costly consequences of reactive retirement planning. In a world of market swings and hype-driven investing, chasing returns could wreck your future. Instead, discover smart, proven strategies like the Rule of 100, in-service rollovers, and the tax-free power of P-SLIP (Properly Structured Life Insurance Plan). Plus, hear how real clients added 10-50% to their retirement accounts — without gambling in the market. Tune in now to discover how to build a safer, smarter retirement strategy — starting today. Call 1-800-440-0434 or visit mymoneyissafe.com to schedule your free consultation or get your copy of Prosperity Plan ABCs.

Join hosts Greg Elie and Patti Jaynes on this episode of My Money Is Safe with Greg Elie as they examine the intricacies of the recently passed "Big Beautiful Bill" and its significant tax changes for retirees. Greg and Patti break down the permanent extension of individual income tax bracket reductions from the 2017 Tax Cuts and Jobs Act, focusing on how these changes impact savers aged 65 and older. They expound on a new tax deduction aimed at offsetting Social Security benefit taxation and discuss strategic retirement planning, including the benefits of converting to tax-free vehicles like Roth IRAs or P-slip strategies. Tune in to learn how to leverage these legislative changes for a more secure retirement, with practical insights from the Prosperity Group. Visit mymoneysafe.com for additional resources, past episodes, and a free copy of Greg’s book, Prosperity Plan ABCs.

Greg Elie of the Prosperity Group along with Vice President Patti Jaynes deliver a timely discussion on navigating stock market volatility for a secure retirement in this engaging episode of My Money Is Safe with Greg Elie. Fresh off Labor Day, Greg and Patti explore the risks of treating Wall Street like a casino, highlighting recent market swings of $14,000 and $17,000 in accounts. Greg and Patti offer actionable strategies like the "Rule of 100" and safe money plans with guaranteed 5-6% returns, designed to protect your savings without high fees. They also highlight tax-free strategies and in-service rollovers for those approaching 59½, emphasizing financial stability over risky market bets. Don’t miss this episode’s insights on building a resilient retirement plan, and visit mymoneyissafeshow.com or call 1-800-440-0434 to request Greg’s complimentary book, Prosperity Plan ABCs.

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 orvisit mymoneyissafeshow.com for more. 

In today’s episode of My Money is Safe with Greg Elie, hosts Greg Elie and Patti Jaynes explore  opportunities to secure high guaranteed income rates before anticipated interest rate drops. They discuss strategies to lock in rates as high as 8.25% to 10% for retirement income, emphasizing the urgency as carriers signal impending changes. They share real client success stories, including a case where Patti improved a client’s income by 25%, and highlight the benefits of their Prosperity Plan, which offers pension-like income with added flexibility and death benefits. Tune in to learn how to protect your retirement savings and potentially boost your income by 10-25%. Call 1-800-440-0434 or visit mymoneyissafe.com to learn more and request a free copy of Greg’s book, Prosperity Plan ABCs.

Join hosts Greg Elie and Patti Jaynes in this compelling episode of My Money Is Safe with Greg Eli as they dive into time-sensitive strategies to secure your retirement with guaranteed income and tax-free growth. They discuss locking in high guaranteed rates of 8-10% for income, even if you're already drawing from your accounts, and share a real client story of achieving a 25% annual income increase. With market volatility looming and interest rates expected to drop, they emphasize the urgency of acting now to protect your retirement funds. Contact the Prosperity Group at 1-800-440-0434 or visit mymoneyissafe.com for personalized advice.

Hosts Greg Elie and Patti Jaynes dive into a critical issue facing baby boomers: the influence of their Gen X children on retirement strategies in this eye-opening episode of My Money is Safe with Greg Elie. Greg shares real-life examples of retirees who followed their kids’ risky market-driven advice, often leading to financial pitfalls. With the market’s recent volatility—showing a mere 3.56% year-to-date return and a negative 1% over six months—Greg and Patti warn against relying on younger generations’ high-risk approaches, which may not suit retirees’ needs. They discuss safer alternatives, like guaranteed income strategies offering up to 8.25% for income, and the importance of in-service rollovers for 401(k)s. Tune in for practical advice to protect your retirement, plus a heartfelt nod to veterans as Patti attends a ceremony at the Veteran Center honoring a colleague. Contact Greg and Patti at 1-800-440-0434 or mymoneyissafe.com for personalized guidance.

In today’s episode of My Money Is Safe with Greg Elie, hosts Greg Elie and Patti Jaynes unpack innovative tax-free retirement strategies that can transform your financial future. Greg and Patti explore the power of Tax-Free Retirement Accounts (TFRAs), specifically focusing on properly structured Indexed Universal Life (IUL) policies, or what Greg calls the "P-Slip," which can outperform traditional Roth accounts by offering tax-free income, long-term care benefits, and leveraged growth through unique bank-matching strategies. They break down the complexities of Section 7702 of the Internal Revenue Code, share real-world examples like a client’s IUL outperforming a Roth by $200,000, and discuss why whole life insurance often falls short due to negative arbitrage. Tune in to learn how to legally minimize unnecessary taxes, protect your wealth, and plan for a secure retirement. Contact Greg and Patti at 1-800-440-0434 or visit mymoneyissafe.com for more details and a free copy of Prosperity Plan ABCs.

Join hosts Greg Elie and Patti Jaynes in this week's episode off My Money Is Safe with Greg Elie, where they examine smart strategies for securing your financial future. Greg and Patti dive into the power of in-service rollovers and tax-free strategies to protect your wealth in a volatile market. Greg shares a real client story, showing how a couple with a $1.6 million 401(k) can safeguard their savings and generate guaranteed retirement income. Discover the benefits of a properly structured life insurance plan (P-SLIP) and learn how to take control of your finances. Visit mymoneyissafe.com or call 941-919-7233 (Sarasota) or 864-989-0176 (Greenville) to request a free copy of Greg’s book, Prosperity Plan ABCs. Tune in for practical insights to ensure your money is safe and working for you!

Greg Elie of the Prosperity Group along with Vice President Patti Jaynes, explore innovative income strategies designed to help retirees boost cash flow—without touching their principal on this insightful episode of My Money is Safe with Greg Elie. They discuss opportunities to refinance annuities purchased before 2023 and how to use tools like the Prosperity Group’s tax calculator to unlock hidden income potential. Learn how fixed index annuities and in-service rollovers can be leveraged to create pension-like income for a secure retirement. Patti shares real client success stories where smart, personalized planning made a measurable difference. Whether you're looking to enhance your current retirement strategy or just getting started, this episode offers practical guidance you can act on. Get your free copy of the Prosperity Plan ABCs book and discover more financial insights by watching related shows at financialprosperitytodaytv.com. Curious about your taxes? Try our easy-to-use tax calculator at mymoneyissafe.retirementreadytest.com/tax-analysis. For more details, call 1-800-440-0434 or visit mymoneyissafe.com.

In this patriotic episode of My Money Is Safe with Greg Eli, hosts Greg and Patti of the Prosperity Group celebrate the United States' 250th year, honoring veterans and reflecting on the nation's unique economic opportunities. Titled "Red, White, and Blue and Tax-Free," the episode dives into the importance of tax-free financial strategies, spotlighting the "P-SLIP" (Properly Structured Life Insurance Plan) strategy. Greg and Patti discuss how this approach offers tax-free income, long-term care protection, and significant returns, averaging 5.5% to 7.5% over the past five years. They emphasize the urgency of reallocating assets to safe, high-guarantee strategies amid fluctuating interest rates and market volatility, warning against the pitfalls of chasing market highs. The episode also touches on current economic trends, including rising gas prices, the U.S. debt clock, and potential tax increases, urging listeners to plan strategically for financial security. Listeners are invited to call 1-800-440-0434 or visit mymoneyissafe.com for a free copy of Greg’s book, Prosperity Plan ABCs, and to explore these tax-free strategies further.

Greg Elie and Patti Jaynes of the Prosperity Group tackle the timely topic of Positioning Your Retirement in Uncertain Times, spotlighting the financial fears retirees face amidst a fragile Israel-Iran ceasefire and ongoing stock market volatility. This episode of My Money is Safe with Greg Elie offers insights into how global instability can impact your financial future—and what you can do about it. Greg shares a relatable story about a client who, feeling overlooked and frustrated by poor financial guidance, sought a more secure and personalized retirement strategy. Drawing from the 2024 Schroders US Retirement Survey, Greg and Patti discuss how more than half of non-retired Americans are concerned about outliving their savings, with many depending on Social Security, workplace retirement plans, and personal savings. They introduce their "Rule of 100" to help listeners reduce exposure to market risk and highlight the value of having a clear, customized financial plan. If you're ready to take the next step toward a more confident retirement, call the Prosperity Group at 1-800-440-0434 or visit mymoneyissafe.com to explore your options.

This episode of My Money Is Safe with Greg Elie is all about protecting what you’ve worked so hard to build. Greg Elie and Patti Jaynes from the Prosperity Group dive into smart strategies to safeguard your retirement savings in an increasingly uncertain world. With ongoing global conflicts in Israel and Ukraine fueling market volatility, they highlight why having a safe money foundation is essential to shield your finances from the unpredictability of the “Wall Street casino.” Greg and Patti break down proven approaches that offerguaranteed income, tax-free growth opportunities, and protection from market risk—including accounts that could potentially add 10–47% more to your retirement income. You'll also discover how to create pension-like income streams and avoid common pitfalls like variable annuities. Tune in to "My Money Is Safe with Greg Elie" for clear, practical advice, real-world examples, and valuable tools—including tax-free income plans and a retirement readiness quiz—available at mymoneyissafe.com. Have questions or ready to take action? Call 1-800-440-0434 to connect with the team and take the next step toward securing your financial future.

Join Greg Elie and Patti Jaynes on My Money Is Safe with Greg Elie as they explore the vital question: "Do you have a pension-like income?" They discuss strategies to protect retirement savings from market risks and economic shifts, focusing on the benefits of properly structured income riders for annuities. Greg and Patti explain how these tools can provide guaranteed income for both spouses, ensuring financial security even if savings deplete, and highlight common mistakes advisors make. They also share insights on tax-efficient strategies and the pitfalls of relying solely on bank CDs. For tailored financial advice, call 1-800-440-0434 or email info@mymoneyissafe.com. Grab your copy of Prosperity Plan ABCs now at mymoneyissafe.com.

In the newly renamed My Money is Safe with Greg Elie, hosts Greg Elie and Patti Jaynes emphasize financial security for retirees through strategies that protect investments during market downturns. Greg shares anecdotes from the 2008 financial crisis, illustrating how clients with safe money strategies, such as fixed indexed annuities, avoided significant losses compared to those in riskier variable annuities. Greg critiques conventional asset allocations heavy in stocks and bonds, advocating for the "rule of 100" to balance risk and safety for those in their 60s and 70s. The show addresses risks like market volatility, interest rate fluctuations, and outliving savings, urging listeners to reallocate assets for protection. Greg and Patti offer personalized financial planning to safeguard retirement funds. Contact the Prosperity Group at 1-800-440-0434, via email at info@mymoneyissafe.com, or visit their website at mymoneyissafe.com for further guidance.

In today’s program, hosts Greg Elie and Patti Jaynes delve into specific strategies for a secure retirement, focusing on tax-free options like Roth IRAs and their strategy, which uses properly structured life insurance to achieve 3-to-1 or higher leverage on investments, far surpassing traditional Roth returns. They highlight the pitfalls of 401Ks and IRAs, noting that a $1 million IRA could incur $1.3 million in taxes over time without a strategic tax plan, and stress the importance of liquidity to avoid being "a slave to your IRA." Medicare Advantage plans are critiqued for limiting doctor access and they share a case where a client with $2 million in pensions lacked emergency funds due to over-reliance on qualified accounts. Listeners are encouraged to explore these strategies via mymoneyissafe.com or call 1-800-440-0434 for a free copy of Prosperity Plan ABCs.

In this episode of the Prosperity Hour, host Greg Elie of the Prosperity Group welcomes new affiliate stations and discusses safe money strategies for retirement. He promotes his book, Prosperity Plan ABCs, offering free copies to listeners, which outlines methods to preserve retirement funds, manage long-term care, and achieve market-like returns without market risks. Greg emphasizes the "Rule of 100," advising that the percentage of money exposed to market risk should not exceed 100 minus one’s age (e.g., 30% for a 70-year-old). He critiques conventional financial advice, warning against over-reliance on volatile markets, and advocates for biblically inspired financial principles. Alongside co-host Patti, Greg discusses the unpredictability of today’s stock market, comparing it to a roller coaster, and highlights strategies like in-service rollovers and precious metals to protect wealth. They stress the importance of a sound retirement strategy that mitigates risks, ensures lifetime income, and guards against healthcare costs, urging listeners to contact them at 1-800-440-0434 or mymoneyissafe.com for a risk analysis and further guidance.

In this episode of the Prosperity Hour, Greg Elie, joined by Patti Jaynes, discusses the Federal Reserve’s decision to maintain interest rates due to persistent 4% inflation, predicting a short-term market boost from a U.S.-UK trade deal under President Trump but warning of a looming correction driven by lawsuits, immigration policies, and excessive government spending. Greg critiques the false sense of security from recent market gains fueled by quantitative easing, urging listeners to protect their 401(k)s and IRAs with safe money strategies like fixed index annuities, which offer 10-50% account bonuses and up to 10% guaranteed income for both spouses without market risk or high fees, unlike variable annuities. He highlights the dangers of misinformation and a consumer-driven economy, encouraging listeners to request a free copy of his book Prosperity Plan ABC’s and schedule a consultation via 1-800-440-0434 or mymoneyissafe.com to secure their retirement against political and economic uncertainties, including potential election-related unrest and a globalist agenda.

In this episode of the Prosperity Hour, host Greg Elie, joined by co-host Patti Jaynes, discusses retirement planning with a focus on Social Security and safe money strategies. Broadcasting from Sarasota, Greg shares personal updates about his daughter’s music recording in Nashville and promotes his book, Prosperity Plan ABC’s, available for free by calling 1-800-440-0434 or visiting mymoneyissafe.com. The episode emphasizes the importance of a solid retirement plan amidst market volatility, criticizing self-serving financial advice and advocating for a "safe money plan" that minimizes risk, particularly for those nearing retirement. Greg highlights the rule of 100 for asset allocation and introduces a Social Security asset-building strategy that could create significant wealth compared to deferring benefits until age 70. Real-life client stories illustrate the benefits of safe money strategies, including tax-free chronic illness payouts and tailored income plans, urging listeners to reassess their financial advisors and explore options like in-service rollovers or refinancing annuities to secure their retirement.

In this Prosperity Hour radio show, Greg Elie of the Prosperity Group, broadcasting from Nashville while his daughter Annie records a music project, and joined by Patti Jaynes from South Carolina, discusses navigating retirement amidst a volatile 2025 economy, likening current economic policies under President Trump to a "controlled burn" to address systemic government overspending and debt. Elie warns that the U.S. is in a precarious financial state due to decades of quantitative easing and a lack of fiscal restraint, exacerbated by the previous administration, drawing parallels to a Ponzi scheme sustained by endless tax revenue. He cautions against overexposure to a headline-driven stock market, citing a recent Wikipedia-reported market crash on April 2, 2025, triggered by Trump’s tariff policies, and highlights the vulnerability of buy-and-hold investors, especially retirees. Elie advocates for the Prosperity Plan, emphasizing a safe money foundation and guaranteed income strategies, offering accounts with 15-50% immediate boosts and 8-12% income rates, alongside tax-free "Pee Slip" (Properly Structured Life Insurance Plan) strategies for wealth transfer and long-term care protection. Listeners are urged to call 1-800-440-0434 or visit mymoneyissafe.com for a free copy of Prosperity Plan ABCs and to hedge against economic uncertainty with these robust financial tools.

In this special episode Greg deviates from the usual show format to feature music for the celebration of Resurrection Sunday.  As a devout believer, Greg chose to use this program to honor the Lord and in the process to honor his late wife Marie, whose songs are featured throughout.  You can always do business with Greg by going to mymoneyissafe.com, but this program is all about the Easter celebration

Greg Elie of the Prosperity Group along with vice president Patti Janes address the urgent need to safeguard 401(k)s and IRAs amid market volatility. Greg highlights a alarming downturn in the Dow Jones—down 13.7% over six months and 5.65% over one year—warning that buy-and-hold strategies risk erasing gains, especially for those near retirement. He and Patty advocate for "safe money" strategies, including in-service rollovers and accounts offering 10-50% immediate bonuses, which can secure 6-7% guaranteed income without market exposure. They share a client’s story of losing $80,000 in a high-fee, market-tied IRA, unable to offset losses tax-wise, underscoring the pitfalls of inaction. Listeners are urged to call 1-800-440-0434 or visit mymoneyissafe.com for tailored solutions and a free copy of Greg’s book, Prosperity Plan: ABCs, as the show critiques systemic economic issues like quantitative easing and tariffs, pushing proactive financial protection.

Greg Elie of the Prosperity Group with vice president Patti Janes delve into tax harvesting strategies within a "safe money chassis." The episode explores leveraging market volatility for tax benefits, particularly with non-qualified funds, where losses can offset capital gains or be carried forward to reduce future taxes. Greg illustrates how reallocating investments into Prosperity Group’s safe money accounts—offering 10% to 50% bonuses—can secure gains, minimize market risk, and enhance retirement funds without immediate tax burdens, contrasting this with traditional "buy and hold" market strategies. Amid discussions of economic stagflation and political unity, they emphasize a comprehensive prosperity plan focusing on safe money, income, Social Security, and tax strategies. Listeners are invited to call 1-800-440-0434 or visit mymoneyissafe.com for personalized advice, a free copy of Greg’s book Prosperity Plan: ABCs, and to explore these opportunities further.

This program features Greg and his vice president, Patty Janes, discussing strategies to protect money from market volatility and create stable income streams. They emphasize the "rule of 100" for risk management, suggesting that at age 65, no more than 35% of one’s funds should be at risk, and advocate for "safe money" plans like insurance-based strategies that outperform traditional bonds. The show critiques common investments like CDs and bonds, proposing alternatives such as annuities and tax-free accounts to optimize retirement income and protect against economic downturns. Listeners are encouraged to contact the Prosperity Group at 1-800-440-0434 or visit mymoneyissafe.com for personalized advice, a free book titled Prosperity Plan: ABCs, and to explore tailored financial solutions, with real client success stories underscoring the effectiveness of their approach.

In this episode Greg and Patty are focusing on the critical need for tax strategies beyond mere preparation. Greg and Patty, with over 35 years of combined experience in finance, critique the common reliance on CPAs for basic tax filing rather than strategic planning, emphasizing their "safe money" and tax-free approaches like the "P-SLIP" strategy and systematic Roth conversions. They highlight how traditional 401(k) and IRA overfunding benefits the government more than the saver—potentially costing over $1.1 million in taxes on a $1 million account—and offer alternatives like a leverage strategy that triples contributions for tax-free income. Amid discussions of market volatility, government money printing, and political corruption, they urge listeners to adopt proactive tax and retirement plans, inviting them to call 1-800-440-0434 or visit mymoneyissafe.com for personalized guidance and a free copy of Greg’s book, Prosperity Plan: ABCs.

This program's focus is on the critical need for effective tax strategies in retirement planning, especially during tax season. Greg Elie, alongside co-host Patti Jaynes, discuss how taxes significantly impact retirement funds, using the U.S. national debt clock—showing a staggering $36 trillion debt rising by millions during the broadcast—as a stark illustration of fiscal pressures that could lead to higher taxes. They critique the inefficiencies of government spending and warn that without a proactive tax plan, retirees risk losing substantial portions of their 401(k)s or IRAs to taxes, potentially exceeding the initial account value over time due to required minimum distributions (RMDs) and inheritance tax rules. This episode promotes the Prosperity Group’s services, offering solutions like in-service rollovers, tax-free income buckets, and their "peace slip strategy" to mitigate tax burdens, urging listeners to call 1-800-440-0434 or visit mymoneyissafe.com for personalized advice.

Addressing the volatile economic and political climate under President Trump, Greg warns of stagflation—high prices with stagnant growth—exacerbated by tariffs, political division, and media narratives blaming Trump, predicting a potential market crash akin to historical patterns following prolonged bull runs and quantitative easing. He critiques Congressional behavior during a recent address as divisive and anti-American, suggesting a deliberate sabotage of Trump’s agenda, possibly leading to war or civil unrest. Amid this, they urge listeners to protect retirement funds with safe money strategies like in-service rollovers and tax-free "P-SLIP" plans, offering 10-50% account bonuses. Listeners are encouraged to call 1-800-440-0434 or visit mymoneyissafe.com for tailored solutions and a free copy of Greg’s book, Prosperity Plan: ABCs, emphasizing proactive financial planning over inaction as the nation faces gridlock and uncertainty.

Greg Elie of the Prosperity Group with Patti Jaynes, focus on protecting 401(k)s amid escalating economic volatility and a national debt nearing $37 trillion. Greg warns of a looming recession, exacerbated by political gridlock and past quantitative easing, drawing parallels to the 2008 financial crisis when his clients avoided losses with safe money strategies. He critiques the market’s artificial buoyancy since 2008, predicting a correction that could devastate buy-and-hold investors, and urges listeners to use in-service rollovers to shift 401(k)s into IRAs with 10-50% bonuses for guaranteed income. Patty shares her 2008 experience, noting clients forced back to work, and both emphasize avoiding past mistakes like overheated housing and subprime loans. Amid rising costs and potential global economic shifts, they offer free resources, including Greg’s book Prosperity Plan: ABCs, via 1-800-440-0434 or mymoneyissafe.com, stressing proactive planning over inaction as the U.S. faces a precarious financial future.

On this edition of Prosperity Hour radio show, host Greg Elie of the Prosperity Group warns that retirees’ savings are at risk due to an impending economic downturn, despite optimism following President Trump’s election. Citing experts like Robert Kiyosaki, Patrick Bet-David, and Gerald Celente, Elie highlights parallels to past crises (e.g., 1940s, 1974) driven by rapid interest rate hikes, inflation, and global instability, predicting a potential recession or market crash exacerbated by political sabotage against Trump’s cost-cutting efforts. He notes rising gold prices and global risks, including possible wars and China’s recession, urging listeners to protect their retirement through guaranteed income accounts and precious metals. Elie offers strategies and a free book, Prosperity Plan ABCs, encouraging immediate action via 1-800-440-0434 or mymoneyissafe.com to safeguard against a looming “perfect storm” of economic and political challenges

In this program, Greg Elie of the Prosperity Group, joined by Patty, emphasizes the critical need for tax-free retirement strategies, particularly through their "P-SLIP" (Properly Structured Life Insurance Plan) approach. Elie highlights that many retirees with 401Ks or IRAs face substantial tax liabilities because they lack a tax-free plan, paying taxes on the "harvest" rather than the "seed." The P-SLIP strategy leverages life insurance to create tax-free income, legacy wealth, and long-term care benefits, with examples like a client accessing $40,000 tax-free for a boat or another potentially receiving $189,000 for chronic illness. They discuss a program that can triple retirement contributions (e.g., $20,000 becomes $60,000) and stress its suitability for baby boomers managing inherited IRAs, warning against reinvesting into taxable accounts. Urging listeners to act despite potential tax cuts under the current administration, they offer consultations and their book, Prosperity Plan ABCs, at 1-800-440-0434 or mymoneyissafe.com, emphasizing proper structuring to avoid pitfalls seen in poorly managed plans

Greg Elie of the Prosperity Group discusses strategies for managing market volatility, emphasizing the importance of reallocating investments to safer options to protect retirement funds. Elie warns against the risks of a "buy and hold" strategy, citing predictions of a potential market crash in February 2025 by Robert Kiyosaki and Warren Buffett's significant stock sales as indicators of an overvalued market. He advocates for a balanced approach, keeping a portion of funds in safe investments like fixed index annuities and precious metals, while limiting exposure to high-risk assets. Elie also highlights tools like the Prosperity Money Map to help clients plan their finances strategically, ensuring stable, tax-efficient income for retirement. Listeners are encouraged to contact the Prosperity Group at 1-800-440-0434 or visit mymoneyissafe.com for personalized advice and resources, including a tax calculator and educational materials.

Greg Elie of the Prosperity Group, joined by Patty Janes, discusses wealth-building strategies inspired by the ultra-wealthy, focusing on a "PSLIP" (Properly Structured Life Insurance Plan) strategy to create tax-free income and preserve wealth. Elie emphasizes that this approach, ideal for those with over $300,000 in investable assets, leverages life insurance not just for death benefits but for tax-free compound interest, living benefits, and legacy planning. By funding a policy, individuals can borrow against it without tax implications while the funds continue earning interest, potentially doubling their investment over time. He warns against the tax burdens of traditional IRAs, which could lose up to 75% to taxes, and highlights the strategy’s applicability even for inherited IRAs or younger investors. Elie encourages listeners to contact the Prosperity Group at 1-800-440-0434 or visit mymoneyissafe.com to explore these strategies, refinance annuities, or implement in-service 401(k) rollovers to optimize wealth preservation under current economic conditions.

In this Prosperity Hour radio show, Greg Elie of the Prosperity Group, joined by Vice President Patty Janes, urges listeners to rebalance their investment portfolios amidst market volatility, emphasizing the theme "Rebalance While You're Winning." Elie highlights the current market's overvaluation, referencing a financial advisor who sold his practice due to a perceived 25% market overvaluation, and warns of potential corrections driven by political and economic uncertainties, including excessive government spending and quantitative easing since 2008. He advocates for reallocating assets to safer, guaranteed accounts that leverage high interest rates, offering 10-50% returns, and stresses the importance of tax planning to mitigate the significant tax burden on 401(k)s and IRAs, which can consume up to 75% of an account's value. Elie also promotes their "Pee Slip" (Properly Structured Life Insurance Plan) for tax-free income and encourages refinancing pre-2023 annuities to boost income. Listeners are invited to call 1-800-440-0434 or visit mymoneyissafe.com for a free copy of Elie’s book, Prosperity Plan ABCs, and to explore personalized strategies, while Elie shares personal anecdotes, including a CPR advocacy story and updates on his daughter Annie’s music career.

In this Prosperity Hour radio show, Greg Elie of the Prosperity Group, alongside Patty James, addresses the challenges of retiring in a volatile market, emphasizing strategic reallocation to safeguard retirement funds. Elie warns that despite recent market highs post-President Trump’s election, a potential 20% stock market sell-off looms if inflation surges, as predicted by fund manager Dan Niles, who now favors cash due to overvalued stocks and rising bond yields. He critiques the outgoing administration’s excessive spending, which he believes exacerbates economic issues, and anticipates ongoing volatility due to political resistance to Trump’s policies. Elie advocates for safe money strategies, including insurance-based accounts offering 8-10% guaranteed income rates and up to 50% immediate account boosts, outperforming bonds over the past 40 years. He highlights the tax burden on 401(k)s and IRAs, promoting the “Pee Slip” (Properly Structured Life Insurance Plan) for tax-free income and living benefits, and invites listeners to refinance pre-2023 annuities for higher payouts. Listeners are encouraged to call 1-800-440-0434 or visit mymoneyissafe.com for a free copy of Prosperity Plan ABCs and personalized advice.