Tax Harvesting Strategies in a Safe Money Chassis
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, April 5, 2025
Greg Elie of the Prosperity Group with vice president Patti Janes delve into tax harvesting strategies within a "safe money chassis." The episode explores leveraging market volatility for tax benefits, particularly with non-qualified funds, where losses can offset capital gains or be carried forward to reduce future taxes. Greg illustrates how reallocating investments into Prosperity Group’s safe money accounts—offering 10% to 50% bonuses—can secure gains, minimize market risk, and enhance retirement funds without immediate tax burdens, contrasting this with traditional "buy and hold" market strategies. Amid discussions of economic stagflation and political unity, they emphasize a comprehensive prosperity plan focusing on safe money, income, Social Security, and tax strategies. Listeners are invited to call 1-800-440-0434 or visit mymoneyissafe.com for personalized advice, a free copy of Greg’s book Prosperity Plan: ABCs, and to explore these opportunities further.
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