Listen "Market Trends and Investment Risks for Those near Retirement"
Episode Synopsis
In this episode of Elevate Your Wealth, hosts Casey Elkins and Mark Stimpson discuss the implications of federal and state estate taxes, particularly in Washington. They explore the current market trends, focusing on the NASDAQ's performance and the potential risks associated with high investment volatility. The conversation shifts to the importance of reliable income in retirement, emphasizing the need for a solid financial plan. They also address common estate planning concerns, especially regarding family dynamics and inheritance. Finally, the hosts tackle the topic of cryptocurrency and its place in retirement portfolios, providing insights and recommendations for listeners 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.
More episodes of the podcast Elevate Your Wealth with Mark Stimpson and Casey Elkins
The Retirement Crisis: A Stark Reality
01/11/2025
Retirement Planning Challenges
04/10/2025
Understanding Retirement Readiness
30/08/2025
Retirement: Health, Wealth, and Planning
16/08/2025
Retirement Planning Essentials Unveiled
12/07/2025
ZARZA We are Zarza, the prestigious firm behind major projects in information technology.