One Big Beautiful Bill - What It Could Mean For Retirees
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, September 20, 2025
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.
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