In this conversation, Trey Turner and Jackie Selby discuss the various challenges retirees face today, including inflation, healthcare costs, and the fear of running out of money. They emphasize the importance of proactive planning, including diversifying income sources, preparing for long-term care, and understanding the implications of social security and pensions. The discussion also touches on the emotional aspects of retirement, such as identity loss and the fear of becoming a burden to family, while providing strategies to navigate these issues effectively. Call Trey Turner to get your free appointment! 800-582-3639 Or click here.

See omnystudio.com/listener for privacy information.

In this conversation, Trey discusses the importance of understanding different tax categories in financial planning. He outlines three main categories: tax now, tax later, and tax never, explaining how each impacts savings and investments. The discussion emphasizes strategies for reducing tax burdens and optimizing financial growth through informed decision-making. Call Trey Turner 800-582-3639 or click here!

See omnystudio.com/listener for privacy information.

Trey Turner explains how the first 10 years of retirement could turn into a decade of over spending if retirees are not careful. Get a plan and assessment with Trey Turner at no cost, no obligation by calling 800-582-3639. Or click here!

See omnystudio.com/listener for privacy information.

In this episode of The Financial Edge, Trey Turner and Jackie Selby discuss the complexities of retirement, including the unexpected chaos that can arise, the importance of planning for healthcare and long-term care, and the emotional challenges of transitioning from a structured work life to retirement. They explore strategies for managing decision fatigue, the significance of social connections, and the need for financial flexibility in the face of life's changes. The conversation also covers the realities of Medicare, the costs of healthcare in retirement, and the importance of creating a rising paycheck to keep pace with inflation. Listeners are encouraged to take proactive steps in their retirement planning to ensure a secure and fulfilling future. Call Trey Turner 800-582-3639 or click here to book!

See omnystudio.com/listener for privacy information.

In this episode of The Financial Edge, Trey Turner and Jackie Selby discuss the complexities of estate planning, emphasizing that it is not just for the wealthy. They explore common pitfalls, the emotional aspects of financial planning, and the importance of communication within families regarding estate matters. The conversation also touches on alternative investments and modern strategies for retirement planning, addressing how to manage market anxiety and ensure a stable income in retirement. Real-life scenarios from listeners highlight the need for clear planning and decision-making in estate management.

Call Trey Turner for your free review! 800-582-3639

See omnystudio.com/listener for privacy information.

This conversation explores the financial implications of second marriages, retirement planning, and the importance of understanding social security and healthcare costs. It emphasizes the need for strategic financial planning, especially for those entering later-life relationships, and discusses various aspects of managing retirement funds, including 401(k) strategies and the impact of market volatility on retirement income.

Call Trey Turner for your free sit-down to see how your planning is really going! 800-582-3639.

See omnystudio.com/listener for privacy information.

In this episode of The Financial Edge, Trey Turner and Jackie Selby discuss the evolution of retirement planning from the 1990s to today, emphasizing the importance of adapting strategies to current economic realities. They explore the impact of inflation, tax planning, and the role of annuities in providing security for retirees. The conversation also covers the bucket strategy for managing retirement savings, the significance of withdrawal strategies, and the necessity of estate planning for wealth transfer. Listener questions highlight concerns about market volatility and the need for a comprehensive financial review to ensure a stable retirement income. Call Trey Turner for your free sit-down to see how your planning is really going! 800-582-3639. Or click here: Financial Edge Radio.

See omnystudio.com/listener for privacy information.

On this episode of The Financial Edge, Trey Turner and Jackie Selby discuss the evolving landscape of annuities, the importance of financial planning, and strategies for ensuring a secure retirement. They explore topics such as refinancing old annuities, managing required minimum distributions (RMDs), and the benefits of Roth conversions. The conversation emphasizes the need for a comprehensive financial review to address tax implications and inflation protection, as well as considerations for heirs with special needs. Overall, the episode provides valuable insights for listeners looking to navigate their retirement planning effectively.

Call Trey Turner at 800-582-3639 to book your no cost visit! Or click: Financial Edge Radio.

See omnystudio.com/listener for privacy information.