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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 of having a solid financial plan, and the impact o…
Published on 6 months, 4 weeks ago
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 experiencing. They emphasize the importance of having …
Published on 7 months, 1 week ago
Planning for Taxes and Long Term Care and The Important Role They Play in Retirement
Episode 95
On today's episode of Elevate Your Wealth, we're gonna be talking about taxes a little bit. We're also going to discuss how we are helping the great people of Seattle take a very close look at their …
Published on 8 months ago
Elevate Your Wealth: Is the 60/40 Portfolio Split Viable for today's Retirement?
Episode 94
Are 60-40 portfolios still relevant today? We're gonna answer that on our show. Plus seven biggest financial planning myths. How many of them are affecting you and your life? And then the wake up cal…
Published on 8 months, 2 weeks ago
Elevate Your Wealth: Retirement Decisions You May Regret
Episode 93
On today's episode of Elevate Your Wealth, we're going to be talking about decisions that retirees are making where they're really having a regret. We're also going to be dealing with the most challe…
Published on 9 months ago
Elevate Your Wealth: Staggered Retirement and Early Retirement Planned or Unplanned
Episode 92
On today's episode of Elevate Your Wealth, we're going to talk about staggered retirements. How do you plan for when a husband and wife retiring at different times. 58 % of Americans' careers are bei…
Published on 9 months, 2 weeks ago
Elevate Your Wealth: You're Close to Retirement You need to Know Your Game Plan
Episode 91
You're on retirement's doorstep. Is it time to downsize and declutter? As you're approaching retirement, how much can you save in your 401k? And a question that's on everybody's mind, what will Socia…
Published on 9 months, 3 weeks ago
You Are Close to Retirement, but Are You Prepared?
Episode 90
On today's episode of Elevate Your Wealth, we're gonna be talking about some very interesting things. In fact, we're gonna be talking about older savers, dangerously unprepared for financial shocks t…
Published on 9 months, 4 weeks ago
Make Sure You Can retire on Time
Episode 89
Many retirees are putting their plans on hold. What can you do to make sure you retire on time? A lot of folks are taking a great deal of risk in the market. Is that appropriate for your circumstance…
Published on 10 months, 3 weeks ago
Retirement Question: What is the Real Cost of the American Dream?
Episode 88
On this edition of Elevate Your Wealth: What is the real cost of the American dream? Misinformation driving many to a premature retirement and the crisis in long-term care coverage. All that and more…
Published on 11 months, 1 week ago