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The Financial Landscape for Retirees: Key Issues and Solutions
The Financial Landscape for Retirees: Key Issues and Solutions

Episode 105

In this episode of Elevate Your Wealth, hosts Casey Elkins and Mark Stimpson discuss critical issues affecting retirees today, including the rise of …

6 months, 3 weeks ago

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The Role of Annuities in Today's Market
The Role of Annuities in Today's Market

Episode 104

In this episode of Elevate Your Wealth, hosts Casey Elkins and Mark Stimpson discuss the challenges retirees face, including the impact of adult chil…

7 months ago

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The Retirement Landscape and the Challenges Ahead
The Retirement Landscape and the Challenges Ahead

Episode 103

In this episode of Elevate Your Wealth, hosts Casey Elkins and Mark Stimpson discuss the current retirement climate, highlighting the challenges pose…

7 months, 1 week ago

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Understanding the Emotional Side of Retirement Planning
Understanding the Emotional Side of Retirement Planning

Episode 102

In this episode of Elevate Your Wealth, hosts Casey Elkins and Mark Stimpson discuss the current state of retirement planning amidst market volatilit…

7 months, 3 weeks ago

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The Importance of Risk Management in Retirement
The Importance of Risk Management in Retirement

Episode 101

In this episode of Elevate Your Wealth, hosts Casey Elkins and Mark Stimpson discuss the importance of cutting risk in investment portfolios amidst m…

8 months ago

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The Magic Number for Retirement: What You Need to Know
The Magic Number for Retirement: What You Need to Know

Episode 100

In this episode of Elevate Your Wealth, hosts Casey Elkins and Mark Stimpson discuss the essential aspects of retirement planning, focusing on the 'm…

8 months, 3 weeks ago

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How to Guide for Transition to Retirement
How to Guide for Transition to Retirement

Episode 99

In this episode of Elevate Your Wealth, hosts Casey Elkins and Mark Stimpson discuss the current market volatility and its implications for retiremen…

8 months, 4 weeks ago

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Navigating Financial Advice in Uncertain Times
Navigating Financial Advice in Uncertain Times

Episode 98

On this episode, hosts Mark Stimpson and Casey Elkins discuss the challenges of navigating financial advice in uncertain times, particularly in light…

9 months ago

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Number One Fear in Retirement, Running out of Money
Number One Fear in Retirement, Running out of Money

Episode 97

In this episode of Elevate Your Wealth, hosts Casey Elkins and Mark Stimson discuss the common fears surrounding retirement spending, the importance …

9 months, 1 week ago

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Solid Planning Can Calm Fears During a Volatile Market
Solid Planning Can Calm Fears During a Volatile Market

Episode 96

On this episode of Elevate Your Wealth, hosts Casey Elkins and Mark Stimson discuss the current market pullback and the jitters many clients are expe…

9 months, 2 weeks ago

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