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.

My Money Is Safe

Safe Growth in a Volatile Market

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 the principal to the insurance company, with any remaining account value passing to beneficiaries. Using examples like turning $500,000 into $30,000–$40,000 (or more with deferral and roll-ups) of annual income, they highlight strong riders that offer compounded growth on the benefit base (e.g., 8%), potential long-term care doublers, and better performance than high-fee variable annuity riders. They stress the importance of choosing the right rider, locking in higher rates now, following the Rule of 100 for asset allocation, and getting a second opinion on existing annuities, as many agents don’t fully understand them. The hosts encourage listeners facing market volatility to call 1-800-297-5755 or visit mymoneyissafe.com for safe-money strategies that protect principal while building reliable retirement income.

In this episode of &ldquo;My Money is Safe,&rdquo; 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 the principal to the insurance company, with any remaining account value passing to beneficiaries. Using examples like turning $500,000 into $30,000&ndash;$40,000 (or more with deferral and roll-ups) of annual income, they highlight strong riders that offer compounded growth on the benefit base (e.g., 8%), potential long-term care doublers, and better performance than high-fee variable annuity riders. They stress the importance of choosing the right rider, locking in higher rates now, following the Rule of 100 for asset allocation, and getting a second opinion on existing annuities, as many agents don&rsquo;t fully understand them. The hosts encourage listeners facing market volatility to call 1-800-297-5755 or visit mymoneyissafe.com for safe-money strategies that protect principal while building reliable retirement income.

Income Riders the Good the Bad the Ugly

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 emphasize protecting assets from stock market crashes (likening Wall Street to a "casino") by shifting portions into guaranteed, pension-like accounts—often annuities or similar products—that provide stable, controllable income for life (for both spouses), with leftovers passing to heirs, unlike traditional pensions.The conversation covers the Prosperity Plan's steps: safe money foundation, income planning (often overlapping with safe accounts), and Social Security optimization. They critique over-reliance on market-exposed investments, sharing client stories of brokers resisting transparency, hiding fees, or ignoring risk-averse requests (e.g., an elderly client with 70% in stocks despite preferences for safety). Greg highlights current market fluctuations (citing Yahoo Finance data showing short-term negatives despite longer-term gains), the dangers of hoping for returns rather than guaranteeing them, tax-smart strategies (including tax-free income options), and bonuses like 10-50% account boosts or long-term care protections.Interwoven are light personal anecdotes (allergies, Bradford pear trees, private jet experiences), music plugs (Greg's daughter Annie's song "Phoenix," and classics like "El Shaddai"), and warnings about global instability—wars, potential escalations involving Iran/Israel (with real-time mentions of attacks on Tel Aviv and threats), and how such events could devastate markets and retirement plans. They urge listeners not to bury their heads in the sand, to review statements, consider in-service rollovers for 401(k)s, and seek second opinions via 1-800-297-5755 or mymoneyisafe.com, stressing preparation for 20-30+ years of "unemployment" in retirement rather than speculating on uncertain market or geopolitical outcomes. The tone blends financial education, cautionary tales, faith-inspired encouragement, and promotional calls to action for their advisory services in areas like South Carolina, Florida, and beyond.

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 emphasize protecting assets from stock market crashes (likening Wall Street to a "casino") by shifting portions into guaranteed, pension-like accounts&mdash;often annuities or similar products&mdash;that provide stable, controllable income for life (for both spouses), with leftovers passing to heirs, unlike traditional pensions.The conversation covers the Prosperity Plan's steps: safe money foundation, income planning (often overlapping with safe accounts), and Social Security optimization. They critique over-reliance on market-exposed investments, sharing client stories of brokers resisting transparency, hiding fees, or ignoring risk-averse requests (e.g., an elderly client with 70% in stocks despite preferences for safety). Greg highlights current market fluctuations (citing Yahoo Finance data showing short-term negatives despite longer-term gains), the dangers of hoping for returns rather than guaranteeing them, tax-smart strategies (including tax-free income options), and bonuses like 10-50% account boosts or long-term care protections.Interwoven are light personal anecdotes (allergies, Bradford pear trees, private jet experiences), music plugs (Greg's daughter Annie's song "Phoenix," and classics like "El Shaddai"), and warnings about global instability&mdash;wars, potential escalations involving Iran/Israel (with real-time mentions of attacks on Tel Aviv and threats), and how such events could devastate markets and retirement plans. They urge listeners not to bury their heads in the sand, to review statements, consider in-service rollovers for 401(k)s, and seek second opinions via 1-800-297-5755 or mymoneyisafe.com, stressing preparation for 20-30+ years of "unemployment" in retirement rather than speculating on uncertain market or geopolitical outcomes. The tone blends financial education, cautionary tales, faith-inspired encouragement, and promotional calls to action for their advisory services in areas like South Carolina, Florida, and beyond.

Control Your Income in Retirement

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 money taking profits?"—emphasizing that locking in gains now is wiser than chasing further upside in what Greg describes as a potential bubble, with large market swings and risks from geopolitical events (like tensions involving Israel/Iran and recent disruptions in Mexico attributed to cartels). He contrasts the casino-like greed of holding too long with the prudence of reallocating portions of 401(k)s or retirement accounts into safer, guaranteed options—such as accounts offering 8% guaranteed income roll-ups, immediate 8-10% bonuses, or pension-like income streams that preserve principal, allow beneficiary inheritance, and avoid full market exposure.Greg shares personal anecdotes, including a disrupted trip to Mexico where he felt protected amid unrest (crediting external political pressures), his own profit-taking in crypto and precious metals (which yielded significant returns as hedges), and client examples illustrating how shifting from high-risk allocations to protected strategies could limit losses in a 30% correction (e.g., risking $60,000 on a smaller exposed portion versus $210,000 on the full amount). He critiques traditional brokerage approaches, target-date funds, and media-driven fear, advocating for a "safe money strategy" foundation first, possibly via in-service rollovers, Roth conversions, or precious metals diversification. Interwoven are lighter moments—promoting his daughter Annie Elie's music releases, reflections on faith, family, purpose in retirement, and avoiding headline-driven decisions—while repeatedly directing listeners to call 1-800-808-5514 or visit mymoneyisafe.com for consultations, TV shows, and resources. The show blends financial caution, optimism about current high-yield safe options (before rates potentially fall), and personal/spiritual insights to encourage proactive retirement planning.

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 money taking profits?"&mdash;emphasizing that locking in gains now is wiser than chasing further upside in what Greg describes as a potential bubble, with large market swings and risks from geopolitical events (like tensions involving Israel/Iran and recent disruptions in Mexico attributed to cartels). He contrasts the casino-like greed of holding too long with the prudence of reallocating portions of 401(k)s or retirement accounts into safer, guaranteed options&mdash;such as accounts offering 8% guaranteed income roll-ups, immediate 8-10% bonuses, or pension-like income streams that preserve principal, allow beneficiary inheritance, and avoid full market exposure.Greg shares personal anecdotes, including a disrupted trip to Mexico where he felt protected amid unrest (crediting external political pressures), his own profit-taking in crypto and precious metals (which yielded significant returns as hedges), and client examples illustrating how shifting from high-risk allocations to protected strategies could limit losses in a 30% correction (e.g., risking $60,000 on a smaller exposed portion versus $210,000 on the full amount). He critiques traditional brokerage approaches, target-date funds, and media-driven fear, advocating for a "safe money strategy" foundation first, possibly via in-service rollovers, Roth conversions, or precious metals diversification. Interwoven are lighter moments&mdash;promoting his daughter Annie Elie's music releases, reflections on faith, family, purpose in retirement, and avoiding headline-driven decisions&mdash;while repeatedly directing listeners to call 1-800-808-5514 or visit mymoneyisafe.com for consultations, TV shows, and resources. The show blends financial caution, optimism about current high-yield safe options (before rates potentially fall), and personal/spiritual insights to encourage proactive retirement planning.

Safe Growth in a Volatile Market

In 1 playlist(s)

My Money Is Safe

Social links

Follow podcast

Recent clips