Closing the Chapter: 2025 Insights from My Money Is Safe with Greg Elie

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Saturday, December 27, 2025

As the year comes to a close, join Greg Elie and Patti Jaynes of the Prosperity Group for a reflective collection of discussions from 2025 that capture the ideas, stories, and insights that defined this past year. This Best Of episode of My Money is Safe with Greg Elie revisits timely discussions on market uncertainty, historical market parallels, tax planning opportunities, retirement income strategies, estate planning considerations, and the evolving financial landscape shaped by technology and global events. Designed to help retirees and pre-retirees pause, contemplate, and prepare, Greg and Patti provide listeners perspective as one year ends and another begins. To learn more, visit mymoneyisafe.com or call 800-808-5514—then take a moment to reflect, plan, and get inspired as you step into a New Year full of smart choices and joyful moments!

Happy New Year from the Prosperity Group!

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