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It's not just about the finance; it's about enjoying life in retirement.

It's not just about the finance; it's about enjoying life in retirement.


Episode 117


In this episode of Elevate Your Wealth, the hosts Casey Elkins and Steve O'Flynn discuss the importance of planning for retirement, emphasizing the need to enjoy life during retirement rather than ju…


Published on 10 hours ago

The Retirement Crisis: A Stark Reality

The Retirement Crisis: A Stark Reality


Episode 116


On this edition of Elevate Your Wealth Mark Stimpson, Casey Elkins, and Steve O'Flynn start with the conversation highlighting the alarming statistic that 45% of Americans are projected to run out of…


Published on 1 week ago

Retirement and The One Big Beautiful Bill Explained

Retirement and The One Big Beautiful Bill Explained


Episode 115


In this episode of Elevate Your Wealth, Mark Stimpson, Casey Elkins, and Steve O'Flynn discuss critical aspects of retirement planning, including the significance of long-term care insurance, underst…


Published on 3 weeks ago

Retirement Planning Challenges

Retirement Planning Challenges


Episode 114


In this episode of Elevate Your Wealth, the hosts, Mark Stimpson, Casey Elkins, and Steve O'Flynn discuss critical topics surrounding retirement planning, including the implications of Bitcoin and pr…


Published on 1 month ago

Elevate Your Wealth: Retirement Planning Essentials

Elevate Your Wealth: Retirement Planning Essentials


Episode 113


In this episode of Elevate Your Wealth, the hosts,Casey Elkins, Mark Stimpson, and Steve O'Flynn discuss the importance of a steady approach to retirement funding, emphasizing the need for a comprehe…


Published on 1 month, 2 weeks ago

Understanding Retirement Readiness

Understanding Retirement Readiness


Episode 112


In this episode of Elevate Your Wealth, the hosts discuss the pressing concerns surrounding retirement, particularly for Boomers and Gen Xers. They explore the adequacy of retirement savings, the imp…


Published on 2 months, 1 week ago

Why Emotional Intelligence Matters in Financial Planning

Why Emotional Intelligence Matters in Financial Planning


Episode 111


In this episode of Elevate Your Wealth, hosts Mark Stimpson, and Casey Elkins discuss the importance of emotional intelligence in financial planning, particularly in the context of robo-advisors. The…


Published on 2 months, 2 weeks ago

Retirement: Health, Wealth, and Planning

Retirement: Health, Wealth, and Planning


Episode 110


In this episode of Elevate Your Wealth, hosts Mark Stimpson and Casey Elkins discuss various aspects of retirement planning, emphasizing the importance of health, financial checkups, and the implicat…


Published on 2 months, 3 weeks ago

Planning for a Restful Well Funded Retirement

Planning for a Restful Well Funded Retirement


Episode 109


On this episode of Elevate Your Wealth, hosts Casey Elkins and Mark Stimpson discuss the challenges facing pre-retirees, including the alarming statistic that 40% have altered or canceled their retir…


Published on 2 months, 4 weeks ago

Market Trends and Investment Risks for Those near Retirement

Market Trends and Investment Risks for Those near Retirement


Episode 108


In this episode of Elevate Your Wealth, hosts Casey Elkins and Mark Stimpson discuss the implications of federal and state estate taxes, particularly in Washington. They explore the current market tr…


Published on 3 months, 1 week ago





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