Elevate Your Wealth with Mark Stimpson and Casey Elkins
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.
Episodes
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 retireme...
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 communi...
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...
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. Th...
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 nec...
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 (...
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 criti...
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 finan...
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'...
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 ...
In this episode of Elevate Your Wealth, the hosts discuss the pressing concerns surrounding retirement, particularly for Boomers and Gen Xers. They explore the adequacy of retirement savings, the impact of social media on financial advice, and the importance of having a comprehensive retirement plan that includes considerations for healthcare and long-term care. The conversation emphasizes the need for personalized financial strate...
In this episode of Elevate Your Wealth, hosts Mark Stimpson, and Casey Elkins discuss the importance of emotional intelligence in financial planning, particularly in the context of robo-advisors. They emphasize the need for human connection in financial advising, especially for women who often face unique challenges in financial decision-making. The conversation also explores the dynamics of family finances, particularly when paren...
In this episode of Elevate Your Wealth, hosts Mark Stimpson and Casey Elkins discuss various aspects of retirement planning, emphasizing the importance of health, financial checkups, and the implications of new cryptocurrency regulations. They explore the connection between health and wealth, particularly regarding anemia and its impact on retirement quality of life. The conversation also covers the recent stablecoin law signed by ...
On this episode of Elevate Your Wealth, hosts Casey Elkins and Mark Stimpson discuss the challenges facing pre-retirees, including the alarming statistic that 40% have altered or canceled their retirement plans. They emphasize the importance of having a solid financial plan to ensure a well-funded retirement. The conversation also covers the implications of the One Big Beautiful Bill Act, which includes changes to tax laws and how ...
In this episode of Elevate Your Wealth, hosts Casey Elkins and Mark Stimpson discuss the implications of federal and state estate taxes, particularly in Washington. They explore the current market trends, focusing on the NASDAQ's performance and the potential risks associated with high investment volatility. The conversation shifts to the importance of reliable income in retirement, emphasizing the need for a solid financial plan. ...
In this episode of Elevate Your Wealth, hosts Casey Elkins and Mark Stimpson discuss essential topics in retirement planning. First up, maximizing 401(k) contributions and debunking myths surrounding Social Security. Understanding the importance of long-term care, and the necessity of having a comprehensive retirement plan also on this episode. They will emphasize the need for proactive financial planning to avoid pitfalls and ensu...
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 po...
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...
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 f...
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 under...
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