Elevate Your Wealth with Mark Stimpson and Casey Elkins

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

49 min · 16 mei 2026
aflevering How to Plan for a 30-Year Retirement: Strategies for Longevity artwork

Beschrijving

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.

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aflevering The New Magic Number for Retirement Savings artwork

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.

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