Claim OwnershipElevate Your Wealth with Mark Stimpson and Casey Elkins
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Description
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.
130 Episodes
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Elevate Your Wealth hosted by Mark Stimpson, Casey Elkins and Craig Roth will dive in on the latest when it comes to planning for your financial future. This episode covers converting 401(k) into reliable income, safe withdrawal rates, and the importance of personalized retirement planning. Our hosts share insights on managing retirement funds, the impact of location, and strategies to maximize income and 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.
Coming up on this week's Elevate Your Wealth... This episode covers how to select a gold IRA company wisely, the importance of proper retirement planning, and addressing specific concerns for women and widows in retirement. Hosts Mark Stimpson, Casey Elkins, and Craig Roth share insights on avoiding pitfalls, tax strategies, and the value of personalized financial advice. If you have any questions about your own retirement call 866-668-3625 or click here to visit our website.See omnystudio.com/listener for privacy information.
On this episode of Elevate Your Wealth...hosts, Mark Stimpson, Casey Elkins, Craig Roth, and Steve O'Flynn talk the latest topics concerning retirement. As healthcare costs rise, many retirees are unaware of how much of their Social Security will go toward Medicare premiums. The reality is startling: Medicare premiums are projected to soar from $2,400 a year to $5,000 by 2035! This isn’t just a statistic; it’s a wake-up call for anyone planning for retirement. With inflation rising faster than Social Security COLAs, retirees need to be proactive about their health care costs. What’s your strategy to tackle these rising costs? 🤔 Let’s discuss options to ensure your retirement plan covers these unforeseen challenges! 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.
Mark Stimpson and Casey Elkins on this episode cover the latest trends in retirement planning, including the return of older Americans to the workforce, the importance of guaranteed income, and strategies for using annuities effectively. The show offers insights on creating a secure and prosperous 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.
In this episode of Elevate Your Wealth, the hosts, Mark Stimpson, Casey Elkins, and Craig Roth discuss various aspects of retirement planning, including how long a million dollars will last in retirement, the impact of AI on financial planning, and effective tax strategies. They emphasize the importance of personalized planning and the emotional aspects of retirement, while also addressing real-life scenarios faced by retirees. The conversation highlights the need for education and proactive planning to ensure a fulfilling 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.
In this conversation, the hosts, Mark stimpson, Craig Roth, and Steve O'Flynn discuss essential financial strategies for retirement planning in 2026. They emphasize the importance of personalized planning, the nuances of Roth conversions, and the implications of required minimum distributions (RMDs). The discussion also covers the significance of securing predictable income through annuities and the necessity of planning for long-term care costs. Resources such as taxbillseattle.com and the book 'Break the Glass' are highlighted as valuable tools for listeners. 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, the hosts, Casey Elkins, Mark Stimpson, And Steve O'Flynn discuss the current market concerns and investor sentiment, highlighting the impact of inflation and healthcare costs on savings. They emphasize the importance of financial planning in uncertain times, particularly in light of potential market corrections and geopolitical factors. The conversation also explores the role of reverse mortgages as a financial tool for retirement planning, advocating for education and custom-tailored strategies to navigate the complexities of 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.
In this episode of "Elevate Your Wealth," the hosts, Casey, Mark, Craig, and Steve discuss critical aspects of retirement planning, focusing on hidden taxes, the impact of cryptocurrency, and the emotional challenges of forced retirement. They emphasize the importance of understanding tax implications, particularly regarding 401(k) and IRA distributions, and how these can affect retirement income. The conversation also highlights the growing legitimacy of cryptocurrency in financial planning, urging listeners to educate themselves on its potential role in their portfolios. Additionally, the hosts share personal stories and insights about clients facing unexpected retirement, stressing the need for a comprehensive plan that goes beyond just financial numbers to include emotional and lifestyle considerations. 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, the hosts Casey Elkins, Mark Stimpson and Craig Roth discuss the challenges facing retirement investors, particularly younger generations, and the importance of having a solid financial plan. They explore the current volatile market, referred to as the 'Marie Antoinette Market', and the predictions for the U.S. economy slowing through early 2026. The conversation emphasizes the need for tailored retirement strategies that account for individual circumstances, including the risks associated with market volatility and the importance of guaranteed income streams. The hosts also address practical financial scenarios, providing insights into investment strategies and tax considerations. 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.
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.
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.
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.
In this conversation, Casey Elkins Mark Stimpson, Craig Roth and Steve O'Flynn discuss the complexities of cryptocurrency and its implications for taxes, as well as strategies for ensuring retirement income lasts. The discussion emphasizes the importance of understanding tax obligations and exploring options like Roth conversions, while also inviting listeners to engage in a conversation about their financial concerns. Longevity is real and the team at Elevated Financial Management discuss what that may look like moving forward for retirees. 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 Mark Stimson and Casey Elkins, along with guest Craig Roth, discuss the current economic landscape, focusing on inflation, stock market valuation, and the importance of proactive retirement planning. They emphasize the need for tailored financial strategies to navigate the complexities of retirement, including the impact of rising costs in Seattle and the necessity of tax mitigation. The conversation also includes practical scenarios to illustrate the challenges retirees face and the importance of having a solid financial plan. 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, the hosts, Casey Elkins, Mark Stimpson and guests discuss the critical issues surrounding Social Security and retirement planning. They explore the emotional aspects of financial decisions, the risks associated with bear markets, and the importance of having a solid income plan for retirement. The conversation highlights the anxiety many Americans feel about their financial future and the necessity of working with a financial advisor to navigate these challenges. The episode also emphasizes the need for flexibility in retirement planning and the significance of understanding the implications of market fluctuations on retirement savings. 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, the hosts Casey Elkins and Steve O'Flynn discuss the importance of planning for retirement, emphasizing the need to enjoy life during retirement rather than just focusing on accumulating wealth. They explore the concept of 'JoySpan' versus 'LifeSpan', highlighting how financial planning should align with personal goals and desires. The conversation also covers Required Minimum Distributions (RMDs), the potential risks of the current market, and real-life scenarios that retirees may face, such as supporting adult children or adjusting to the loss of a spouse. The episode stresses the importance of having a comprehensive retirement plan to navigate these challenges 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,See omnystudio.com/listener for privacy information.
On this edition of Elevate Your Wealth Mark Stimpson, Casey Elkins, and Steve O'Flynn start with the conversation highlighting the alarming statistic that 45% of Americans are projected to run out of money in retirement, emphasizing the need for effective financial planning and support to alleviate this concern for clients. The discussion centers around the need to find solutions to prevent this issue. Financial security is a critical concern for many. If you have any questions about your own retirement call Elevated Financial Management, 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, Mark Stimpson, Casey Elkins, and Steve O'Flynn discuss critical aspects of retirement planning, including the significance of long-term care insurance, understanding required minimum distributions (RMDs), and the impact of the one big beautiful bill on tax planning. They emphasize the importance of proactive financial strategies to ensure a secure retirement while also addressing family financial pressures. 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, the hosts, Mark Stimpson, Casey Elkins, and Steve O'Flynn discuss critical topics surrounding retirement planning, including the implications of Bitcoin and private equity in 401k plans, the future of Social Security, and the importance of tailored investment strategies. They emphasize the necessity of long-term care insurance and estate planning to protect assets and ensure that individuals' wishes are honored. The conversation highlights the need for education and communication in making informed financial decisions If you have any questions about your own retirement call Elevated Financial Management, 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, the hosts,Casey Elkins, Mark Stimpson, and Steve O'Flynn discuss the importance of a steady approach to retirement funding, emphasizing the need for a comprehensive retirement plan that includes guaranteed income. They explore the concept of mean reversion and its implications for retirement investments, as well as the significance of balancing activities in retirement. The conversation also highlights the importance of communication between couples regarding retirement goals and the need for peace of mind in spending during 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.
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