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

Social Security and the Income Gap

On this episode of My Money Is Safe, Greg Elie and Patti Jaynes urge listeners to capitalize on the stock market’s recent record highs by reallocating rather than chasing further gains. They note that while the S&P has notched new peaks amid a “Trump economy,” average retirees face real pressure from elevated living costs, a $40 trillion national debt, geopolitical tensions, and historically weak midterm-election years.

The hosts illustrate how past crashes (Black Monday’s 22.6% one-day drop, 2008’s ~57% overall decline) can devastate unprepared portfolios, and they recommend sweeping chips off the “Wall Street casino” table via in-service 401(k) rollovers or IRA transfers. By moving half of a large balance (for example, $500,000 of a $1 million account) into carrier products that immediately add double- or triple-digit bonuses—turning $500,000 into roughly $650,000 or more—clients can lock in safety, still retain upside potential on the remaining funds, outperform traditional bonds, and prepare for tax-harvesting or the scheduled sunset of current tax cuts.

Listeners are invited to call 1-800-297-5755 or visit MyMoneyIsSafe.com to explore these reallocation strategies.

On this episode of My Money Is Safe, Greg Elie and Patti Jaynes urge listeners to capitalize on the stock market&rsquo;s recent record highs by reallocating rather than chasing further gains. They note that while the S&amp;P has notched new peaks amid a &ldquo;Trump economy,&rdquo; average retirees face real pressure from elevated living costs, a $40 trillion national debt, geopolitical tensions, and historically weak midterm-election years.
The hosts illustrate how past crashes (Black Monday&rsquo;s 22.6% one-day drop, 2008&rsquo;s ~57% overall decline) can devastate unprepared portfolios, and they recommend sweeping chips off the &ldquo;Wall Street casino&rdquo; table via in-service 401(k) rollovers or IRA transfers. By moving half of a large balance (for example, $500,000 of a $1 million account) into carrier products that immediately add double- or triple-digit bonuses&mdash;turning $500,000 into roughly $650,000 or more&mdash;clients can lock in safety, still retain upside potential on the remaining funds, outperform traditional bonds, and prepare for tax-harvesting or the scheduled sunset of current tax cuts.
Listeners are invited to call 1-800-297-5755 or visit MyMoneyIsSafe.com to explore these reallocation strategies.

Take Advantage of the Market conditions through proper reallocation

On this episode of My Money Is Safe, host Greg Elie of Prosperity Group and Patti Jaynes focus on Social Security claiming strategies, reviewing the basics that benefits are based on a worker’s 35 highest-earning years, require roughly 40 credits (about 10 years of work), and can be claimed from age 62 to 70, with full retirement age (FRA) at 67 for those born in 1960 or later. Claiming at 62 cuts benefits by about 30 percent and triggers earnings-test penalties if income exceeds roughly $24,480, while delaying to 70 raises the monthly amount; the hosts argue that the better approach for many is to claim at FRA and redirect the payments into their P-SLIP strategy (Properly Structured Life Insurance Plan / Proper Social Security Lifetime Income Planning).

This turns the income stream into a larger asset that can provide tax-free cash, a meaningful death benefit, and long-term-care protections—illustrated by a client who funded the plan from age 67 to 70 and built roughly $1.4 million in combined living and death benefits. 

They also note related opportunities such as in-service 401(k) rollovers and accounts that can add nearly 30 percent via bonuses, while warning about IRMAA Medicare surcharges, and invite listeners to call 1-800-297-5755 or visit MyMoneyIsSafe.com for personalized illustrations.

On this episode of My Money Is Safe, host Greg Elie of Prosperity Group and Patti Jaynes focus on Social Security claiming strategies, reviewing the basics that benefits are based on a worker&rsquo;s 35 highest-earning years, require roughly 40 credits (about 10 years of work), and can be claimed from age 62 to 70, with full retirement age (FRA) at 67 for those born in 1960 or later.&nbsp;Claiming at 62 cuts benefits by about 30 percent and triggers earnings-test penalties if income exceeds roughly $24,480, while delaying to 70 raises the monthly amount; the hosts argue that the better approach for many is to claim at FRA and redirect the payments into their P-SLIP strategy (Properly Structured Life Insurance Plan / Proper Social Security Lifetime Income Planning).
This turns the income stream into a larger asset that can provide tax-free cash, a meaningful death benefit, and long-term-care protections&mdash;illustrated by a client who funded the plan from age 67 to 70 and built roughly $1.4 million in combined living and death benefits.&nbsp;
They also note related opportunities such as in-service 401(k) rollovers and accounts that can add nearly 30 percent via bonuses, while warning about IRMAA Medicare surcharges, and invite listeners to call 1-800-297-5755 or visit MyMoneyIsSafe.com for personalized illustrations.

What is your Social Security Strategy

On the My Money is Safe show, host Greg Elie of Prosperity Group, joined by Patti Jaynes and Dan Puck, warns retirees and near-retirees against letting extreme market volatility dictate their plans. They argue that an 18-year bull market since 2008 has left many younger advisors unprepared for downturns, and they highlight sequence-of-returns risk—where early losses combined with withdrawals can devastate a portfolio, as illustrated by contrasting “lost decade” and post-2010 outcomes for identical $500,000 accounts taking $30,000 yearly income.

The team promotes the Rule of 100 (subtract age from 100 to limit stock exposure), in-service 401(k) rollovers, Roth conversions that can add nearly 30% via bonuses to offset taxes, hybrid index strategies (e.g., crediting 6–7% if the S&P gains just 1%), guaranteed income, proper Social Security timing, and asset-based long-term care to protect against inflation, longevity, and care needs.

Personal stories of family caregiving underscore the emotional and financial stakes, while the hosts urge listeners to lock in gains, separate income from market risk, and contact them at 1-800-297-5755 or MyMoneyIsSafe.com for tailored safe-money approaches.

On the My Money is Safe show, host Greg Elie of Prosperity Group, joined by Patti Jaynes and Dan Puck, warns retirees and near-retirees against letting extreme market volatility dictate their plans. They argue that an 18-year bull market since 2008 has left many younger advisors unprepared for downturns, and they highlight sequence-of-returns risk&mdash;where early losses combined with withdrawals can devastate a portfolio, as illustrated by contrasting &ldquo;lost decade&rdquo; and post-2010 outcomes for identical $500,000 accounts taking $30,000 yearly income.
The team promotes the Rule of 100 (subtract age from 100 to limit stock exposure), in-service 401(k) rollovers, Roth conversions that can add nearly 30% via bonuses to offset taxes, hybrid index strategies (e.g., crediting 6&ndash;7% if the S&amp;P gains just 1%), guaranteed income, proper Social Security timing, and asset-based long-term care to protect against inflation, longevity, and care needs.
Personal stories of family caregiving underscore the emotional and financial stakes, while the hosts urge listeners to lock in gains, separate income from market risk, and contact them at 1-800-297-5755 or MyMoneyIsSafe.com for tailored safe-money approaches.

Social Security and the Income Gap

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