Elevate Your Wealth with Mark Stimpson and Casey Elkins Podcast Por Mark Stimpson Casey Elkins arte de portada

Elevate Your Wealth with Mark Stimpson and Casey Elkins

Elevate Your Wealth with Mark Stimpson and Casey Elkins

De: Mark Stimpson Casey Elkins
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Mark and Casey bring everything you need to know about retirement and income planning in a fast paced format. Each week, the hosts and guests on the show reveal the latest developments in the financial world to keep you informed of changes that may affect you personally, while sharing some common sense strategies that will help you make the most out of your retirement savings. We are focused on helping investors preserve and grow their assets, increase their income, and reduce taxes.]

What would you like your retirement to look like and how would you like your assets to support that vision? Mark and Casey can help define objectives and establish a direction for your planning.

Mark Stimpson is a Managing Partner of Elevated Financial Management & Owner of Mark A. Stimpson and Associates Inc. in Federal Way, WA. For nearly 40 years Mark’s mission has been to bring Clarity, Confidence, & Independence to the retirement planning process.

Casey Elkins is a founder and managing partner of Elevated Financial Management and Owner of Elevated Retirement Planning. He believes knowledge is power and strives to educate clients in regards to financial literacy and their personal financial options.

For more information or to get your own questions answered, call or text (866) 668-3625.

2025 Broadcasting Experts, LLC Economía Finanzas Personales
Episodios
  • The Role of Annuities in Today's Market

    The Role of Annuities in Today's Market
    Jun 14 2025

    In this episode of Elevate Your Wealth, hosts Casey Elkins and Mark Stimpson discuss the challenges retirees face, including the impact of adult children returning home and the effects of inflation on retirement savings. They emphasize the importance of financial planning and communication within families to ensure that helping adult children does not jeopardize parents' retirement goals. The conversation also highlights the need for retirees to protect their savings from inflation and the potential benefits of annuities in uncertain economic times.

    If you have any questions about your own retirement call 866-668-3625 or click here to visit our website.

    Retiring, Retirement, Saving, Save, Plan, Planning, 401K, Pension, IRA,

    See omnystudio.com/listener for privacy information.
    Más Menos
    49 m
  • The Retirement Landscape and the Challenges Ahead

    The Retirement Landscape and the Challenges Ahead
    Jun 7 2025

    In this episode of Elevate Your Wealth, hosts Casey Elkins and Mark Stimpson discuss the current retirement climate, highlighting the challenges posed by rising interest rates, national debt, and the importance of proactive financial planning. They emphasize the need for individuals to prepare for significant life events that can impact their financial future, such as retirement and Social Security decisions. The conversation underscores the importance of having a comprehensive financial plan that addresses longevity risk and tax efficiency, ensuring that retirees are well-prepared for the future. In this episode, the hosts discuss various life events that can significantly impact retirement planning, including required minimum distributions (RMDs), job changes, health changes, marriage, and divorce

    If you have any questions about your own retirement call 866-668-3625 or click here to visit our website.

    Retiring, Retirement, Saving, Save, Plan, Planning, 401K, Pension, IRA,

    See omnystudio.com/listener for privacy information.
    Más Menos
    50 m
  • Understanding the Emotional Side of Retirement Planning

    Understanding the Emotional Side of Retirement Planning
    May 24 2025

    In this episode of Elevate Your Wealth, hosts Casey Elkins and Mark Stimpson discuss the current state of retirement planning amidst market volatility and uncertainty. They explore the significant amount of cash sitting on the sidelines, the importance of having a comprehensive financial plan, and the strategic timing of claiming Social Security benefits. The conversation emphasizes the need for personalized financial strategies and the emotional aspects of retirement planning, encouraging listeners to seek professional guidance to navigate their unique situations effectively

    If you have any questions about your own retirement call 866-668-3625 or click here to visit our website.

    Retiring, Retirement, Saving, Save, Plan, Planning, 401K, Pension, IRA,

    See omnystudio.com/listener for privacy information.
    Más Menos
    49 m
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