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,

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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,

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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,

See omnystudio.com/listener for privacy information.