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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
  • The Importance of Risk Management in Retirement

    The Importance of Risk Management in Retirement
    May 17 2025

    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,

    See omnystudio.com/listener for privacy information.
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    50 mins
  • The Magic Number for Retirement: What You Need to Know

    The Magic Number for Retirement: What You Need to Know
    Apr 26 2025

    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,

    See omnystudio.com/listener for privacy information.
    Show More Show Less
    49 mins
  • How to Guide for Transition to Retirement

    How to Guide for Transition to Retirement
    Apr 19 2025

    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,

    See omnystudio.com/listener for privacy information.
    Show More Show Less
    49 mins

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