『Elevate Your Wealth with Mark Stimpson and Casey Elkins』のカバーアート

Elevate Your Wealth with Mark Stimpson and Casey Elkins

Elevate Your Wealth with Mark Stimpson and Casey Elkins

著者： Mark Stimpson Casey Elkins
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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.

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  • Planning for the Challenges of Retirement

    Planning for the Challenges of Retirement
    2025/12/20

    This episode of Elevate Your Wealth Mark Stimpson, Casey Elkins, Carl Roth, and Steve O'Flynn discuss the complexities of retirement planning, focusing on the challenges of unretirement, the implications of living longer, and the critical decisions surrounding Social Security. The hosts emphasize the importance of having a personalized retirement plan that addresses both financial and emotional aspects of retirement, highlighting the need for strategic planning to ensure financial security in later years.

    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 分
  • Finding Purpose in Retirement: More Than Just Leisure

    Finding Purpose in Retirement: More Than Just Leisure
    2025/12/13

    In this episode of Elevate Your Wealth, the hosts Mark Stimpson, Casey Elkins, Craig Roth , and Steve O'Flynn discuss critical aspects of retirement planning. Those areas include the viability of the 4% rule in light of current market predictions, the importance of having a purpose in retirement, and the health considerations that can impact retirees. They also emphasize the significance of mapping out the first 90 days of retirement and provide real-life scenarios to illustrate common challenges faced by retirees. The conversation highlights the need for a comprehensive financial plan that aligns with personal goals and addresses potential 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.
    続きを読む 一部表示
    49 分
  • Market Trends: The Big Tech Impact and how to Navigate

    Market Trends: The Big Tech Impact and how to Navigate
    2025/12/06

    In this episode of Elevate Your Wealth, the hosts Mark Stimpson, Casey Elkins, and Steve O'Flynn discuss the significant impact of major tech companies like Facebook and Nvidia on the S&P 500, highlighting the importance of understanding market dynamics for retirement planning. They delve into the discrepancies between clients and financial professionals regarding health discussions, emphasizing the need for clear communication about health issues and long-term care planning. The conversation also covers the critical role of diversification in investment strategies and the necessity of tax planning to ensure a secure retirement.

    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.
    続きを読む 一部表示
    50 分
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