The Financial Edge
The Financial Edge
Playlist by The Financial EdgeForget the same old advice that you get about money! You need an EDGE when it comes to saving for retirement. Stay ahead of the financial curve every week with Trey Turner as he discusses strategies t…43 clip(s) in playlist
Stear Clear of New Retirement Stessors like Inflation and Health Care Costs!
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 car…
52:29
Tax Now, Tax Later, Tax NEVER!
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 burde…
52:15
The Rush Phase of Retirement.
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!
52:57
Retirement can be unexpectedly chaotic, requiring careful planning.
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 retir…
53:00
Estate planning is essential for everyone, not just the wealthy!
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 …
51:08
"Gray Divorce" !
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 va…
53:46
1995 Retirement vs 2025 Retirement!
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…
53:13
Refinancing Your Retirement...Already?
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 (RMD…
53:11
Are You Underfunded?
Trey Turner and Jackie Selby debunk common retirement planning myths and explore the realities that many face. They discuss the importance of having a written retirement plan, the risks of assumptions, and how to avoid being underfunded in your golden years. Tune in to learn how to navigate the com…
53:47
Assumptions have NO Place in Retirement Planning!
Call Trey Turner at 800-582-3639.
53:42