Reallocations And Roths

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.

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Saturday, January 24, 2026

When the market is up, most people do nothing. But according to Greg Elie and Patti Jaynes, that may be the most dangerous time to ignore your retirement strategy. On this episode of My Money Is Safe with Greg Elie, they dive into the timely topic of reallocations and Roth strategies—and why now may be a critical moment for retirees and pre-retirees to act. Greg breaks down how market gains, political disruption, and looming tax increases can quietly put retirement savings at risk if left unmanaged. Together, Greg and Patti discuss the psychology of greed, the importance of taking profits, and how strategic reallocations can help protect assets while creating pension-like, lifetime income for both spouses. The conversation also explores Roth conversions, tax-efficient planning, and innovative strategies that may even help offset the cost of taxes—without market risk. If you’re wondering whether it’s time to lock in gains or reduce future tax exposure, reach out to the Prosperity Group team for a complimentary conversation at 800-808-5514 or visit mymoneyisafe.com to explore tools, resources, and next steps.