Do You Want Your Gen X Children Determining Your Retirement Strategy?
Podcasts > My Money Is Safe
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, August 9, 2025
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.
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