 |
Elevate Your Wealth with Mark Stimpson and Casey ElkinsAuthor: Mark Stimpson, 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 Marks 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. Language: en-us Contact email: Get it Feed URL: Get it iTunes ID: Get it |
Listen Now...
Understanding Hidden Taxes and Cryptocurrency in Retirement
Episode 125
Saturday, 17 January, 2026
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.
