『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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  • How to Plan for a 30-Year Retirement: Strategies for Longevity

    How to Plan for a 30-Year Retirement: Strategies for Longevity
    2026/05/16

    On this edition of elevate Your Wealth: Hosts Mark Stimpson, Casey Elkins, Craig Roth, and Steve O'Flynn talk strategy.

    This episode covers essential retirement planning strategies, including the impact of longevity, the 4% rule versus dividends, and how to build a personalized income plan for those within five years of retirement. The hosts share insights to help listeners make informed decisions and avoid common pitfalls.

    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
  • Strategies for Confident Retirement Planning

    Strategies for Confident Retirement Planning
    2026/05/09

    This episode of Elevate Your Wealth features insights on retirement planning, addressing concerns like market volatility, debt management, and couple's financial disagreements. Join hosts Mark Stimpson, Casey Elkins, and Steve O'Flynn and learn how to build confidence and craft a personalized retirement strategy with tips from seasoned financial fiduciaries.

    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
  • The Key Pillars of a Successful Retirement Strategy

    The Key Pillars of a Successful Retirement Strategy
    2026/05/02

    This episode features insights on retirement planning, healthcare, lifestyle choices, and the importance of professional advice. Join hosts Mark Stimpson, Casey Elkins, and Steve O'Flynn as they discuss how to navigate the complexities of retirement with confidence and make informed decisions for a secure future.

    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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