Stairs Up, Elevator Down

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Stairs Up, Elevator Down

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Billie and Mark Elliott use a simple image to describe market behavior: you climb the stairs on the way up, but take the elevator on the way down, gains build slowly, losses come fast. From there they dig into why a 401(k) isn't the same thing as a pension (no guaranteed lifetime income attached), what that means for someone nearing retirement, and how a little-known option, moving 401(k) funds after age 59½ while still working, can let you protect gains before the next drop.

About the show

The Miles Financial Show is hosted by Billie Miles III, Founder and CEO of Miles Financial Group, an independent financial services firm in the Inland Empire serving individuals in or near retirement. Each week, Billie shares educational conversations on retirement income, investments, taxes, healthcare, and estate planning.

Connect with us

To request a complimentary, no-obligation retirement analysis, call (909) 321-9737 or visit milesfinancialgroup.com. The Miles Financial Show airs on AM590 The Answer, KMET 1490 AM, an ABC News Affiliate, and Kat Country 100.7 FM.

Peace of Mind for the Miles Ahead.

Disclosures

Miles Financial Group is an independent financial services firm assisting individuals in preparing for retirement through investments and insurance products. Insurance services are provided by Miles Financial Group. Investment advisory services are offered through Signal Wealth, a Registered Investment Advisor. Full disclosures available at milesfinancialgroup.com.

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