My Money Is Safe

It’s the most wonderful (and expensive) time of the year… but hosts Greg Elie and Patti Jaynes are here to remind you that one of the biggest gifts you’ll get this Christmas isn’t wrapped in shiny paper — it’s the still-in-effect Trump Tax Cuts (the Tax Cuts and Jobs Act of 2017) that are keeping millions of Americans in historically low tax brackets. In this warm, laughter-filled Christmas special, the duo explains why today’s tax rates are some of the lowest in decades and why waiting until 2026 could mean paying thousands more.

In this festive (and tax-smart) episode of My Money Is Safe with Greg Elie, you’ll hear:

• How to “unwrap” the gift with smart Roth conversion strategies done in steps (not all at once!) so you stay in the 12% or 22% bracket
• Why 2025 could be your last great chance before provisions sunset in 2026
• Plus, Greg singing with Josh Groban & Bing Crosby, wild volcano stories, and Patti’s touching story of taking her beloved mother to see the Polar Express movie and ride the real Polar Express train in North Carolina – one of her final, cherished adventures with her mom

Call the Prosperity Group today at 1-800-808-5514 or go to mymoneyissafe.com for your no-cost tax strategy session.

Merry Christmas and Happy New Year from the Prosperity Group — may your holidays be bright and your taxes stay low!

With markets sitting at all-time highs and unsettling similarities to 2007 emerging, Greg Elie and Patti Jaynes of the Prosperity Group deliver a timely warning to anyone approaching retirement. They reveal how the extended Trump-era tax cuts have created one of the most powerful — and temporary — tax-saving windows retirees may ever see, and why relying solely on traditional 401(k)/IRA strategies can quietly build a massive future tax bill.

In this episode of My Money is Safe with Greg Elie, Greg and Patti break down practical steps you can take right now while tax rates are still historically low, including in-service rollovers, strategic Roth conversions, and lesser-known tools like the “P-Slip” strategy and 3-for-1 leverage vehicles that can add 20–45% bonus money to your accounts.

If your advisor isn’t discussing Roth strategies, conversion bonuses, or tax-free income planning for 2025 and beyond, you may be leaving significant wealth on the table. To learn more, visit mymoneyisafe.com or call 800-808-5514.

Join hosts Greg Elie and Patti Jaynes on My Money Is Safe with Greg Elie as they sit down with Chace Campbell of ChaceLaw in Greenville for an eye-opening episode. After 36 years in finance, Greg admits he didn’t know “living probate” existed—until a client’s $2M secret account landed in court-ordered conservatorship. Chace reveals why every teen needs an estate plan the moment they turn 18, shocking Greg with the truth about how parents lose legal authority in their child’s medical decisions at adulthood. Discover essential estate planning insights to protect your estate, your family, and your wishes by using the right legal tools (especially trusts) to bypass probate, court intervention, and family conflict.

Greg also shares a new phone number for listeners to connect with them directly—call 1-800-808-5514 to reach him or the team.

Packed with actionable intel for listeners, this episode offers real-world guidance to help you safeguard your legacy.

Want to connect with Chace or learn more about protecting your estate? Head to mymoneyisafe.com for more info and also grab your copy of Greg’s book, Prosperity Plan ABCs.

Greg Elie and Patti Jaynes, hosts of My Money Is Safe with Greg Elie, break down Goldman Sachs and Morgan Stanley execs' alerts on a looming 10-20% equity pullback in the next 12-24 months, as AI-fueled highs falter and inflation surges to 1980s-style 16-17% per shadow stats. Exploring parallels to 2007's subprime meltdown versus 2025's corporate debt and FOMO risks, they warn retirees of devastating 20-30% hits in an extended bear market—lasting 25% longer than bulls. Discover Prosperity Group's safe money playbook: lock in gains with downside-protected income streams, tax-free strategies, legacy planning, and gold-linked accounts. Call 1-800-808-5514 or head to mymoneyisafe.com to secure your retirement before the balloon pops!

Hosts Greg Elie & Patti Jaynes warn: Fed rate cuts are imminent, and procrastinating just cost one client 20% of their lifetime income. Recorded the day Jerome Powell signaled a likely quarter-point drop, Greg shares two real client stories—one who locked in peak rates on $1.2 million, and another who waited and lost. The pair dissect stagflation red flags—CNN’s 2.9% inflation report and a four-year spike in unemployment claims—along with the growing threat of AI job displacement. They explain why “rate shopping” CDs is reckless when governments from Vietnam to England are freezing non-digital accounts, and how to safeguard your savings before the next policy shift hits. On My Money Is Safe with Greg Elie, Greg & Patti reveal actionable strategies to protect your retirement: in-service rollovers, tax-harvesting Roth conversions, and how to generate 5–7% guaranteed lifetime income that outpaces the obsolete 4% rule. Call 1-800-440-0434 or visit mymoneyisafe.com before the window closes.

In this must-listen episode of My Money is Safe with Greg Elie, Greg Elie and Patti Jaynes confront the pressing question: Are we headed for another 2008-style financial crisis? The duo analyzes six striking similarities between 2008 and 2025, from widespread economic anxiety and an inverted yield curve to real estate slowdowns and record-high corporate and national debt. Patti reflects on insights from a recent financial conference, sharing expert insights warning of an imminent downturn, while Greg outlines actionable steps to safeguard your finances, including accounts that can add up to 50% to your savings and generate guaranteed income. Perfect for retirees and cautious investors, this episode offers practical advice to weather the coming storm. Call 1-800-440-0434 or visit mymoneyissafe.com for more information and a free copy of Greg’s book, Prosperity Plan ABCs.

Tune into this gripping episode of My Money Is Safe with Greg Elie, as hosts Greg Elie and Patti Jaynes dive into the perplexing reality of record-high markets amidst government shutdowns and global unrest. They unpack the current economic landscape, exploring why gold prices are surging alongside stock market gains and what this means for your retirement strategy. Greg and Patti discuss the importance of taking profits now, the risks of chasing rates, and the value of in-service rollovers to secure pension-like income. With actionable insights and a call to protect your financial future, they emphasize safe money strategies to navigate uncertainty. Be sure to listen to hear their expert analysis, learn about guaranteed income opportunities, and discover how to safeguard your wealth by visiting mymoneyissafe.com or calling 1-800-440-0434.

Don’t let a rollercoaster market dictate your financial future. On this episode of My Money is Safe with Greg Elie, hosts Greg Elie and Patti Jaynes expose the costly consequences of reactive retirement planning. In a world of market swings and hype-driven investing, chasing returns could wreck your future. Instead, discover smart, proven strategies like the Rule of 100, in-service rollovers, and the tax-free power of P-SLIP (Properly Structured Life Insurance Plan). Plus, hear how real clients added 10-50% to their retirement accounts — without gambling in the market. Tune in now to discover how to build a safer, smarter retirement strategy — starting today. Call 1-800-440-0434 or visit mymoneyissafe.com to schedule your free consultation or get your copy of Prosperity Plan ABCs.

Join hosts Greg Elie and Patti Jaynes on this episode of My Money Is Safe with Greg Elie as they examine the intricacies of the recently passed "Big Beautiful Bill" and its significant tax changes for retirees. Greg and Patti break down the permanent extension of individual income tax bracket reductions from the 2017 Tax Cuts and Jobs Act, focusing on how these changes impact savers aged 65 and older. They expound on a new tax deduction aimed at offsetting Social Security benefit taxation and discuss strategic retirement planning, including the benefits of converting to tax-free vehicles like Roth IRAs or P-slip strategies. Tune in to learn how to leverage these legislative changes for a more secure retirement, with practical insights from the Prosperity Group. Visit mymoneysafe.com for additional resources, past episodes, and a free copy of Greg’s book, Prosperity Plan ABCs.

Greg Elie of the Prosperity Group along with Vice President Patti Jaynes deliver a timely discussion on navigating stock market volatility for a secure retirement in this engaging episode of My Money Is Safe with Greg Elie. Fresh off Labor Day, Greg and Patti explore the risks of treating Wall Street like a casino, highlighting recent market swings of $14,000 and $17,000 in accounts. Greg and Patti offer actionable strategies like the "Rule of 100" and safe money plans with guaranteed 5-6% returns, designed to protect your savings without high fees. They also highlight tax-free strategies and in-service rollovers for those approaching 59½, emphasizing financial stability over risky market bets. Don’t miss this episode’s insights on building a resilient retirement plan, and visit mymoneyissafeshow.com or call 1-800-440-0434 to request Greg’s complimentary book, Prosperity Plan ABCs.

This episode cuts through the noise about market performance. Greg Elie and Patti Jaynes of the Prosperity Group tackle common misconceptions about market gains, revealing the Dow Jones' year-to-date return of just 6.75% and its volatility, with significant dips earlier in the year in this episode of My Money is Safe with Greg Elie. They warn against the risks of staying fully invested as retirement nears, sharing a client’s success with a guaranteed income account yielding 5.87%—outpacing market ups and downs. Greg and Patti also touch on the potential economic impacts of tariffs, including rising costs observed at retail, urging listeners to secure their financial future with prudent strategies. Packed with actionable insights, including how an in-service rollover can boost your 401(k) by up to 25%, this episode is a must-listen for retirees and pre-retirees. Call 1-800-440-0434 to get Greg’s book, Prosperity Plan ABC or visit mymoneyissafeshow.com for more. 

In today’s episode of My Money is Safe with Greg Elie, hosts Greg Elie and Patti Jaynes explore  opportunities to secure high guaranteed income rates before anticipated interest rate drops. They discuss strategies to lock in rates as high as 8.25% to 10% for retirement income, emphasizing the urgency as carriers signal impending changes. They share real client success stories, including a case where Patti improved a client’s income by 25%, and highlight the benefits of their Prosperity Plan, which offers pension-like income with added flexibility and death benefits. Tune in to learn how to protect your retirement savings and potentially boost your income by 10-25%. Call 1-800-440-0434 or visit mymoneyissafe.com to learn more and request a free copy of Greg’s book, Prosperity Plan ABCs.

Join hosts Greg Elie and Patti Jaynes in this compelling episode of My Money Is Safe with Greg Eli as they dive into time-sensitive strategies to secure your retirement with guaranteed income and tax-free growth. They discuss locking in high guaranteed rates of 8-10% for income, even if you're already drawing from your accounts, and share a real client story of achieving a 25% annual income increase. With market volatility looming and interest rates expected to drop, they emphasize the urgency of acting now to protect your retirement funds. Contact the Prosperity Group at 1-800-440-0434 or visit mymoneyissafe.com for personalized advice.

Hosts Greg Elie and Patti Jaynes dive into a critical issue facing baby boomers: the influence of their Gen X children on retirement strategies in this eye-opening episode of My Money is Safe with Greg Elie. Greg shares real-life examples of retirees who followed their kids’ risky market-driven advice, often leading to financial pitfalls. With the market’s recent volatility—showing a mere 3.56% year-to-date return and a negative 1% over six months—Greg and Patti warn against relying on younger generations’ high-risk approaches, which may not suit retirees’ needs. They discuss safer alternatives, like guaranteed income strategies offering up to 8.25% for income, and the importance of in-service rollovers for 401(k)s. Tune in for practical advice to protect your retirement, plus a heartfelt nod to veterans as Patti attends a ceremony at the Veteran Center honoring a colleague. Contact Greg and Patti at 1-800-440-0434 or mymoneyissafe.com for personalized guidance.

In today’s episode of My Money Is Safe with Greg Elie, hosts Greg Elie and Patti Jaynes unpack innovative tax-free retirement strategies that can transform your financial future. Greg and Patti explore the power of Tax-Free Retirement Accounts (TFRAs), specifically focusing on properly structured Indexed Universal Life (IUL) policies, or what Greg calls the "P-Slip," which can outperform traditional Roth accounts by offering tax-free income, long-term care benefits, and leveraged growth through unique bank-matching strategies. They break down the complexities of Section 7702 of the Internal Revenue Code, share real-world examples like a client’s IUL outperforming a Roth by $200,000, and discuss why whole life insurance often falls short due to negative arbitrage. Tune in to learn how to legally minimize unnecessary taxes, protect your wealth, and plan for a secure retirement. Contact Greg and Patti at 1-800-440-0434 or visit mymoneyissafe.com for more details and a free copy of Prosperity Plan ABCs.

Join hosts Greg Elie and Patti Jaynes in this week's episode off My Money Is Safe with Greg Elie, where they examine smart strategies for securing your financial future. Greg and Patti dive into the power of in-service rollovers and tax-free strategies to protect your wealth in a volatile market. Greg shares a real client story, showing how a couple with a $1.6 million 401(k) can safeguard their savings and generate guaranteed retirement income. Discover the benefits of a properly structured life insurance plan (P-SLIP) and learn how to take control of your finances. Visit mymoneyissafe.com or call 941-919-7233 (Sarasota) or 864-989-0176 (Greenville) to request a free copy of Greg’s book, Prosperity Plan ABCs. Tune in for practical insights to ensure your money is safe and working for you!

Greg Elie of the Prosperity Group along with Vice President Patti Jaynes, explore innovative income strategies designed to help retirees boost cash flow—without touching their principal on this insightful episode of My Money is Safe with Greg Elie.

They discuss opportunities to refinance annuities purchased before 2023 and how to use tools like the Prosperity Group’s tax calculator to unlock hidden income potential. Learn how fixed index annuities and in-service rollovers can be leveraged to create pension-like income for a secure retirement.

Patti shares real client success stories where smart, personalized planning made a measurable difference. Whether you're looking to enhance your current retirement strategy or just getting started, this episode offers practical guidance you can act on.

Get your free copy of the Prosperity Plan ABCs book and discover more financial insights by watching related shows at financialprosperitytodaytv.com. Curious about your taxes? Try our easy-to-use tax calculator at mymoneyissafe.retirementreadytest.com/tax-analysis. For more details, call 1-800-440-0434 or visit mymoneyissafe.com.

In this patriotic episode of My Money Is Safe with Greg Eli, hosts Greg and Patti of the Prosperity Group celebrate the United States' 250th year, honoring veterans and reflecting on the nation's unique economic opportunities. Titled "Red, White, and Blue and Tax-Free," the episode dives into the importance of tax-free financial strategies, spotlighting the "P-SLIP" (Properly Structured Life Insurance Plan) strategy. Greg and Patti discuss how this approach offers tax-free income, long-term care protection, and significant returns, averaging 5.5% to 7.5% over the past five years. They emphasize the urgency of reallocating assets to safe, high-guarantee strategies amid fluctuating interest rates and market volatility, warning against the pitfalls of chasing market highs. The episode also touches on current economic trends, including rising gas prices, the U.S. debt clock, and potential tax increases, urging listeners to plan strategically for financial security. Listeners are invited to call 1-800-440-0434 or visit mymoneyissafe.com for a free copy of Greg’s book, Prosperity Plan ABCs, and to explore these tax-free strategies further.

Greg Elie and Patti Jaynes of the Prosperity Group tackle the timely topic of Positioning Your Retirement in Uncertain Times, spotlighting the financial fears retirees face amidst a fragile Israel-Iran ceasefire and ongoing stock market volatility. This episode of My Money is Safe with Greg Elie offers insights into how global instability can impact your financial future—and what you can do about it.

Greg shares a relatable story about a client who, feeling overlooked and frustrated by poor financial guidance, sought a more secure and personalized retirement strategy. Drawing from the 2024 Schroders US Retirement Survey, Greg and Patti discuss how more than half of non-retired Americans are concerned about outliving their savings, with many depending on Social Security, workplace retirement plans, and personal savings.

They introduce their "Rule of 100" to help listeners reduce exposure to market risk and highlight the value of having a clear, customized financial plan. If you're ready to take the next step toward a more confident retirement, call the Prosperity Group at 1-800-440-0434 or visit mymoneyissafe.com to explore your options.

This episode of My Money Is Safe with Greg Elie is all about protecting what you’ve worked so hard to build. Greg Elie and Patti Jaynes from the Prosperity Group dive into smart strategies to safeguard your retirement savings in an increasingly uncertain world. With ongoing global conflicts in Israel and Ukraine fueling market volatility, they highlight why having a safe money foundation is essential to shield your finances from the unpredictability of the “Wall Street casino.”

Greg and Patti break down proven approaches that offer guaranteed income, tax-free growth opportunities, and protection from market risk—including accounts that could potentially add 10–47% more to your retirement income. You'll also discover how to create pension-like income streams and avoid common pitfalls like variable annuities.

Tune in to "My Money Is Safe with Greg Elie" for clear, practical advice, real-world examples, and valuable tools—including tax-free income plans and a retirement readiness quiz—available at mymoneyissafe.com. Have questions or ready to take action? Call 1-800-440-0434 to connect with the team and take the next step toward securing your financial future.