Is Your Retirement At Risk?
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, May 31, 2025
In the newly renamed My Money is Safe with Greg Elie, hosts Greg Elie and Patti Jaynes emphasize financial security for retirees through strategies that protect investments during market downturns. Greg shares anecdotes from the 2008 financial crisis, illustrating how clients with safe money strategies, such as fixed indexed annuities, avoided significant losses compared to those in riskier variable annuities. Greg critiques conventional asset allocations heavy in stocks and bonds, advocating for the "rule of 100" to balance risk and safety for those in their 60s and 70s. The show addresses risks like market volatility, interest rate fluctuations, and outliving savings, urging listeners to reallocate assets for protection. Greg and Patti offer personalized financial planning to safeguard retirement funds. Contact the Prosperity Group at 1-800-440-0434, via email at [email protected], or visit their website at mymoneyissafe.com for further guidance.
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