Elevate Your Wealth with Mark Stimpson and Casey Elkins

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-t...

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 mort...

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 t...

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 tailo...

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 t...

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 ...