Closing the Chapter: 2025 Insights from My Money Is Safe with Greg Elie
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Greg Elie has been serving clients and retiree’s since 1990. He is licensed in life and health insurance in the states of South Carolina, North Carolina, Florida and Tennessee. Greg is well respected in the financial industry as a Complete Advisor. Being able to help Americans save taxes and reduce their risk in their retirement portfolios is what Greg specializes in. He has helped hundreds of clients’ have a more prosperous and less stressful retirement by showing them how to safely protect their assets from nursing home, medicaid, inflation and the ups and downs of the stock market. Greg offers support to clients by providing educational workshops for civic and church groups as well as other nonprofit organizations. He has given well over several hundred workshops throughout his career. Greg resides in Greenville and have been together for over 33 years. He has four children and one grand-daughter.
Saturday, December 27, 2025
As the year comes to a close, join Greg Elie and Patti Jaynes of the Prosperity Group for a reflective collection of discussions from 2025 that capture the ideas, stories, and insights that defined this past year. This Best Of episode of My Money is Safe with Greg Elie revisits timely discussions on market uncertainty, historical market parallels, tax planning opportunities, retirement income strategies, estate planning considerations, and the evolving financial landscape shaped by technology and global events. Designed to help retirees and pre-retirees pause, contemplate, and prepare, Greg and Patti provide listeners perspective as one year ends and another begins. To learn more, visit mymoneyisafe.com or call 800-808-5514—then take a moment to reflect, plan, and get inspired as you step into a New Year full of smart choices and joyful moments!
Happy New Year from the Prosperity Group!
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