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Elevate Your Wealth with Mark Stimpson and Casey Elkins

Elevate Your Wealth with Mark Stimpson and Casey Elkins

By: Mark Stimpson Casey Elkins
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About this listen

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 Economics Personal Finance
Episodes
  • Staggered Retirements and the Importance of Communication

    Staggered Retirements and the Importance of Communication
    Jul 5 2025

    In this episode of Elevate Your Wealth, hosts Casey Elkins and Mark Stimpson discuss the concept of staggered retirements, emphasizing the importance of communication between couples regarding their retirement plans. They explore the challenges that arise when one partner retires before the other, including emotional and financial implications. The conversation also addresses the current state of Social Security finances and the potential for benefit cuts, urging listeners to consider strategies to boost their retirement savings. The hosts provide insights into effective retirement planning and the significance of having a comprehensive financial strategy that accounts for various income sources and expenses

    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.
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    49 mins
  • The Financial Landscape for Retirees: Key Issues and Solutions

    The Financial Landscape for Retirees: Key Issues and Solutions
    Jun 21 2025

    In this episode of Elevate Your Wealth, hosts Casey Elkins and Mark Stimpson discuss critical issues affecting retirees today, including the rise of scams and data leaks, the impact of inflation on financial security, and the trend of early Social Security filings. They emphasize the importance of having a solid financial plan to navigate these challenges and the role of financial professionals in providing guidance and support. In this conversation, Casey Elkins and Mark Stimpson discuss various topics related to retirement planning, including trends in Social Security filings, the importance of having a comprehensive financial plan, and specific retirement scenarios that retirees may face

    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.
    Show More Show Less
    49 mins
  • 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.
    Show More Show Less
    49 mins

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