Red, White, and Blue and Tax-Free
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, July 5, 2025
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.
Related Episodes
Don't Forget To Open Your Tax Gift Under The Christmas Tree
Saturday, July 5
Are You Taking Advantage of The Trump Tax Cuts?
Saturday, July 5
Proper Estate and Tax Planning Is A Must
Saturday, July 5
