• New Year, New You!

  • Jan 11 2025
  • Length: 54 mins
  • Podcast

New Year, New You!

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  • Summary

  • In this episode of The Financial Edge, Trey Turner discusses the shift in New Year's resolutions from health-related goals to financial ones, emphasizing the importance of setting realistic financial goals. The discussion also covers topics such as gift tax implications, retirement withdrawal rules, qualified longevity annuity contracts, cryptocurrency investments, and the necessity of establishing family financial plans and trusts to protect assets. Call Trey Turner at 800-582-3639 or text TREY to 600-700. Or click it! Financial Edge Radio.

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