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.

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.

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.

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,

See omnystudio.com/listener for privacy information.

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,

See omnystudio.com/listener for privacy information.

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 a solid financial plan to navigate market volatility and provide insights on how education and diversification can help investors feel more confident.

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,

See omnystudio.com/listener for privacy information.

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 finances. We also talking long-term care a little bit, and then we're gonna have some retirement scenarios all today on Elevate Your Wealth.

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.

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 call that clients desperately need when it comes to long-term care. All that and more on today's episode of Elevate Your Wealth.

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.