Elite Retirement Group

10/16/2026

Happy National Boss’s Day to the amazing Patrick! 🍩

We got Patrick donuts to celebrate today! We’re so lucky to have a boss who cares about his team and always takes the time to share his knowledge and support us. And judging by that expression, he was pretty excited to dig into those donuts! 😂🍩

10/15/2026

🚨 What happens when the market crashes right after you retire? Your retirement savings could face serious pressure if you’re forced to sell investments while prices are down. That’s why having an income plan and a “war chest” in place before retirement can help you avoid making emotional decisions during a market downturn.

In this episode of the Elite Wealth Podcast, Patrick and Matthew
explain sequence of returns risk and why preparing for the next market correction matters. 🎙️ Watch the full episode to learn how thoughtful retirement planning can help you navigate uncertain markets.

Youtube: https://bit.ly/4xu8HFu
Spotify: https://bit.ly/4yJqbPg

📍Financial Planning, Retirement Planning, Tax Planning & Life Insurance — Serving Stevens Point, Wausau, Plover, Portage County, Marathon County & Central Wisconsin.

10/14/2026

Retirement planning is about more than choosing investments. A well-rounded retirement strategy should account for your income, investments, spending, and the unexpected.

If you’re approaching retirement and looking for guidance, our financial advisors can help you understand your options and build a strategy around your goals.

Schedule a free consultation with one of our advisors to discuss your retirement strategy here! : https://bit.ly/4v9qiCB

📍Financial Planning, Retirement Planning, Tax Planning & Life Insurance — Serving Stevens Point, Wausau, Plover, Portage County, Marathon County & Central Wisconsin.

10/13/2026

What if the key to a successful retirement isn’t just gaining more, but losing less? Market downturns can have a lasting impact on retirement income. Learn how income protection strategies, risk management, and smart planning can help protect what you’ve built.
🎥 Watch the latest Elite Money Market Update: https://bit.ly/3SUgtKn

10/12/2026

Join us for the Wealth Retirement Master Class! Learn more about strategies to help protect your wealth and prepare for retirement.

Spots are limited. RSVP is required to attend! We look forward seeing you there!

❗FREE WEALTH RETIREMENT MASTER CLASS ❗

Retirement can bring a lot of questions:
Will my money last? How much will I pay in taxes? When should I take Social Security? What happens if the market drops? Join us for a FREE Retirement Master Class where we’ll break down important retirement strategies and help you better understand your options.

Here’s what we’ll cover:
💰 Taxes in Retirement
Learn how recent tax law changes could affect your retirement and the taxes you may pay.
💵 Social Security & Retirement Income
Explore important things to consider when deciding when to claim Social Security and how it can work with your other income.
🔄 Roth Conversions & Retirement Accounts
Learn how Roth conversions may help you manage taxes and prepare for future required withdrawals.
📉 Protecting Your Retirement Savings
Learn how market ups and downs, inflation, and your retirement income strategy can affect your financial future.
🏡 Estate & Legacy Planning

Your retirement should be about more than simply having enough saved. It’s about having a plan for how your money can work for you when you need it most.

Register here: https://bit.ly/4AJYoQB

📍Financial Planning, Retirement Planning, Tax Planning & Life Insurance — Serving Stevens Point, Wausau, Plover, Portage County, Marathon County & Central Wisconsin.

10/09/2026

What a great way to kick off our fall seminar season! 🍂

Our first dinner seminar filled up quickly, with a full house of 40 guests joining us for an evening focused on preparing for retirement and navigating taxes. The presentation covered strategies for managing and preserving wealth, making tax-efficient investment decisions, creating sustainable retirement income, and protecting and growing assets for the future.

Thank you to everyone who joined us for an evening of learning and conversation! Missed this one? Your next opportunity is coming up. Join Matthew on October 27 & 28 at NorthStar Restoration Services in Wausau, Wisconsin, for our next educational seminar.

If retirement is on your horizon, don’t miss the opportunity to learn more about strategies that may help you prepare for what’s ahead.
Seats are limited — reserve your spot today! https://bit.ly/4AJYoQB

📍Financial Planning, Retirement Planning, Tax Planning & Life Insurance — Serving Stevens Point, Wausau, Plover, Portage County, Marathon County & Central Wisconsin.

10/08/2026

What if putting off taxes today could mean paying more later?
Many people focus on deferring taxes, but your future income, required minimum distributions, Roth conversions, and changing tax rules can all affect what you eventually owe. The key is knowing what your tax picture could look like before you make decisions.

🎥 Watch the latest Elite Wealth Podcast to hear Patrick and Matt break down how tax planning can help you make more informed decisions about your retirement income:

Youtube: https://bit.ly/4xu8HFu
Spotify: https://bit.ly/4iuv6yK

📍Financial Planning, Retirement Planning, Tax Planning & Life Insurance — Serving Stevens Point, Wausau, Plover, Portage County, Marathon County & Central Wisconsin.

10/07/2026

Proud to partner with a great local station right here in Central Wisconsin! 🎙️

10/06/2026

The tax laws changed. Could your retirement plan need to change too? The One Big Beautiful Bill introduces new retirement and tax planning opportunities, including a new senior deduction, Roth conversion strategies, and updates that could affect your retirement income.
🎥 Watch the latest Elite Money Market Update and learn what these changes could mean for your financial future: https://bit.ly/3RaSQwz

10/05/2026

❗FREE WEALTH RETIREMENT MASTER CLASS ❗

Retirement can bring a lot of questions:
Will my money last? How much will I pay in taxes? When should I take Social Security? What happens if the market drops? Join us for a FREE Retirement Master Class where we’ll break down important retirement strategies and help you better understand your options.

Here’s what we’ll cover:
💰 Taxes in Retirement
Learn how recent tax law changes could affect your retirement and the taxes you may pay.
💵 Social Security & Retirement Income
Explore important things to consider when deciding when to claim Social Security and how it can work with your other income.
🔄 Roth Conversions & Retirement Accounts
Learn how Roth conversions may help you manage taxes and prepare for future required withdrawals.
📉 Protecting Your Retirement Savings
Learn how market ups and downs, inflation, and your retirement income strategy can affect your financial future.
🏡 Estate & Legacy Planning

Your retirement should be about more than simply having enough saved. It’s about having a plan for how your money can work for you when you need it most.

Register here: https://bit.ly/4AJYoQB

📍Financial Planning, Retirement Planning, Tax Planning & Life Insurance — Serving Stevens Point, Wausau, Plover, Portage County, Marathon County & Central Wisconsin.