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,

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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,

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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,

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In this episode of Elevate Your Wealth, hosts Casey Elkins and Mark Stimpson discuss the importance of cutting risk in investment portfolios amidst market volatility. They emphasize the need for a solid financial plan to navigate uncertain times and highlight the emotional aspects of investing. The episode also features a fun game segment, 'Two Truths and a Lie,' where they address common misconceptions about retirement planning, including Medicare and risk management

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,

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In this episode of Elevate Your Wealth, hosts Casey Elkins and Mark Stimpson discuss the essential aspects of retirement planning, focusing on the 'magic number' for retirement savings, the impact of market volatility, and the importance of having a tailored financial plan. They emphasize the need for individuals to understand their unique financial situations and the necessity of a comprehensive strategy to ensure a successful retirement. In this conversation, the hosts discuss the importance of having a solid financial plan, especially in the face of market uncertainty.

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,

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In this episode of Elevate Your Wealth, hosts Casey Elkins and Mark Stimpson discuss the current market volatility and its implications for retirement planning. They emphasize the importance of having a solid financial plan to navigate these turbulent times, highlighting how education and understanding can alleviate fears associated with market fluctuations.

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,

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On this episode, hosts Mark Stimpson and Casey Elkins discuss the challenges of navigating financial advice in uncertain times, particularly in light of recent market volatility. They emphasize the importance of having a comprehensive financial plan that accounts for individual circumstances, market fluctuations, and emotional intelligence in decision-making. The discussion also draws parallels between the unpredictability of baseball seasons and retirement planning, highlighting the need for a strategic approach to financial security.

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,

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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 of economic uncertainty on retirement strategies.

If you have any questions concerning your retirement call Elevated Financial Management 866-668-3625 or click here to visit our website.

Retirement, Savings, Planning, 401K, Roth, IRA, Healthcare,

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