Market Trends and Investment Risks for Those near Retirement by Elevate Your Wealth with Mark Stimpson and Casey Elkins | Podchaser

Episode from the podcastElevate Your Wealth with Mark Stimpson and Casey Elkins

Market Trends and Investment Risks for Those near Retirement

Released Saturday, 26th July 2025

Good episode? Give it some love!

Market Trends and Investment Risks for Those near Retirement

Market Trends and Investment Risks for Those near Retirement

Saturday, 26th July 2025

Good episode? Give it some love!

Rate Episode

List

Podchaser Pro

Rate

List

Get this podcast via API

From The Podcast

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.

Join Podchaser to...

Rate podcasts and episodes
Follow podcasts and creators
Create podcast and episode lists
& much more

Do you host or manage this podcast?
Claim and edit this page to your liking.

,

Podchaser is the ultimate destination for podcast data, search, and discovery. Learn More