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.

The Essentials Of Estate Planning
51:15

Retirement Roth Strategies for 2026
51:55

Don't Let the Financial Weather be a Tax Snowball for You
51:32