Elevate Your Wealth with Mark Stimpson and Casey Elkins

Podcast by Mark Stimpson, Casey Elkins

English

Business

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About 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.

All episodes

100 episodes

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

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 [efmnw.com] to visit our website. Retiring, Retirement, Saving, Save, Plan, Planning, 401K, Pension, IRA, See omnystudio.com/listener [https://omnystudio.com/listener] for privacy information.

16 May 2026 - 49 min

Strategies for Confident Retirement Planning

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 [efmnw.com] to visit our website. Retiring, Retirement, Saving, Save, Plan, Planning, 401K, Pension, IRA, See omnystudio.com/listener [https://omnystudio.com/listener] for privacy information.

9 May 2026 - 49 min

The Key Pillars of a Successful Retirement Strategy

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 [efmnw.com] to visit our website. Retiring, Retirement, Saving, Save, Plan, Planning, 401K, Pension, IRA, See omnystudio.com/listener [https://omnystudio.com/listener] for privacy information.

2 May 2026 - 49 min

Mastering Retirement: Strategies for a Secure Future

This episode of Elevate Your Wealth features expert insights on retirement planning, Social Security strategies, estate planning, and long-term care. Hosted by Mark Stimpson, Casey Elkins, and Steve O'Flynn, the show offers practical advice for securing your financial future. If you have any questions about your own retirement call 866-668-3625 or click here [efmnw.com] to visit our website. Retiring, Retirement, Saving, Save, Plan, Planning, 401K, Pension, IRA, See omnystudio.com/listener [https://omnystudio.com/listener] for privacy information.

25 Apr 2026 - 49 min

The New Magic Number for Retirement Savings

Join Hosts Mark Stimpson, Casey Elkins, Craig Roth, and Steve O'Flynn as they talk about being proactive with your money. This episode covers magic numbers and strategies for converting taxable IRAs into tax-efficient structures. Plus the importance of planning for retirement, and the emotional aspects of retirement such as feeling valued and relevant. The hosts share insights on tax planning, income strategies, and the significance of personalized retirement plans. If you have any questions about your own retirement call 866-668-3625 or click here [efmnw.com] to visit our website. Retiring, Retirement, Saving, Save, Plan, Planning, 401K, Pension, IRA, See omnystudio.com/listener [https://omnystudio.com/listener] for privacy information.

18 Apr 2026 - 49 min

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