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. 

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!

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!

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!

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

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.

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.

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.

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 complexities of retirement planning and ensure a secure financial future.  Navigating estate planning in blended families can be complex, but Trey Turner and Jackie Selby discuss strategies to ensure that both current spouses and children from previous marriages are provided for. Learn about the importance of proper beneficiary designations and trust-based estate planning to avoid accidental disinheritance and family conflicts.  Call Trey Turner to get your free review at 800-582-3639.  

Call Trey Turner at 800-582-3639.

Trey Turner and Jackie Selby discuss ways to live the retirement you have earned.  Trey talks about b the glaring gap between between where people think they are and where they really should be financially, and that there are solutions with some education applied. Call Trey to get on his calendar right away!  800-582-3639.

Downsize or not...have that conversation with your financial planner!  Trey Turner discusses the pros and cons of downsizing the family home.  Call Trey Turner at 800-582-3639. 

Trey Turner discusses the results of the baby boom phenomenon on our economy, and how this is retracting.  He has strategies to help not only Baby Boomers but Gen Xer's wrangle their earnings for a successful retirement.  Ask him about the laddered approach to income distribution in your retirement.  Call Trey Turner at 800-582-3639.  

Call Trey Turner for your free sit-down!  800-582-3639.

Trey Turner discusses how to arrange your finances to such a degree that you can live on it in retirement.  He addresses why Social Security man not be the strongest stool on your retirement chair, and what to do about that.  Call 800-582-3639.

In this conversation, Trey Turner and Jackie Selby discuss the importance of financial education and retirement planning. They explore the potential government involvement in retirement accounts, the necessity of teaching financial literacy to children, and the common stress associated with financial situations. The discussion emphasizes the significance of long-term financial goals and practical tips for smarter money management, aiming to empower listeners to take control of their financial futures. Call Trey Turner for that free consultation.  800-582-3639 or text TREY to 600-700.

In this conversation, Trey Turner and Jackie Selby discuss the common financial mistakes people make and how to recover from them. They emphasize the importance of understanding the psychology of money, the impact of compounding interest, and the need for financial education. The discussion also highlights the significance of learning from past mistakes and avoiding denial about financial situations. The episode concludes with a call to action for listeners to seek professional financial advice.  Call Trey Turner for your free financial review!  800-582-3639.  Or text TREY to 600-700.

In this conversation, Trey Turner and Jackie Selby discuss various aspects of retirement spending, including insights from a JP Morgan study on spending patterns among retirees. They explore how spending tends to decrease in certain areas as individuals age, contrary to common beliefs. The discussion also touches on sports, particularly baseball, and the financial implications of team management and spending in the industry. The hosts emphasize the importance of financial planning and offer insights into creating a sustainable income strategy for retirement.  They address common misconceptions about financial services being only for the wealthy and emphasize the need for financial education for everyone. Call Trey Turner to get on his schedule at 800-582-3639.  Or text TREY to 600-700.  

In this conversation, Trey Turner and Jackie Selby discuss various aspects of retirement planning, focusing on the nuances of expenses, income strategies, and the importance of communication between couples. They explore how certain expenses may decrease in retirement, such as commuting costs and dining out, while also addressing the significance of having a solid income plan and understanding social security options. The discussion emphasizes the need for professional guidance and the value of planning for healthcare costs as well as lifestyle changes in retirement.

In this conversation, Trey Turner and Jackie Selby explore the various stages of life leading up to retirement, emphasizing the importance of financial planning and preparation. They discuss the challenges and opportunities that arise during retirement, including income strategies, daily routines, and spending habits. The conversation highlights the need for individuals to assess their financial independence number and plan accordingly to ensure a comfortable retirement. Call Trey Turner to get on his schedule 800-582-3639.  Or text TREY to 600-700.

In this episode of The Financial Edge, Trey Turner and Jackie Selby discuss the current economic landscape, focusing on both conventional and unconventional indicators of economic health. They also explore the implications of part-time work on Social Security benefits and provide insights into real estate strategies in a fluctuating market.  Call Trey Turner for a full retirement review at no charge.  800-582-3639 or text TREY to 600-700.

Trey Turner and Jackie Selby discuss the reasons for knee jerk reactions to market changes:  fear and greed.  Trey insists on a review with your current portfolio, to make sure your risk tolerance still aligns with your timeline for retirement.  The importance of Social Security timing is also discussed in this podcast. Trey is also an advocate of stress testing your portfolio before retirement.  Call Trey Turner to book a meeting 800-582-3639.  Or text TREY to 600-700.  

Trey Turner and Jackie Selby discuss alternative investment strategies to allow for tax free money in retirement.  Trey Turner explains income streams to get to and through retirement.  Trey addresses the outdated thinking of using 4% of your retirement from your investments.  Go back to work in retirement if you want to, not because you need to. Call Trey Turner at 800-582-3639.  Or text TREY to 600-700.

Trey Turner and Jackie Selby discuss some myths surrounding the tariff issue, making this a must listen to episode. Topics covered:  the complexities of tariffs, the implications for retirement planning, and market volatility.  Call Trey Turner for more information 800-582-3639.  Or click Financial Edge Radio.

Today's episode breaks down the correlation between the financial headlines and the protection of your retirement monies.  Americans fear the headlines will spark further inflation, but Trey and Jackie break down the realities of the potential effects.   Call Trey Turner at 800-582-3639 or click Financial Edge Radio!

Trey Turner and Jackie Selby discuss the reasons to celebrate retirement, including how to be financially secure even though the paycheck is ending.  Trey shares ways to secure your health insurance and bolster your social network for a worry free retirement.  Call Trey Turner at 800-582-3639 to get the conversation started on your retirement plan.  Or click Financial Edge Radio.  

Shifting your priorities to retirement and IN retirement!  Trey Turner and Jackie Selby discuss the importance of shifting your budget and shifting yourself mentally from earning to spending your retirement monies. The topic of loss comes into the conversation as folks so often times associate their job with their sense of purpose.  Call Trey to discuss all the pros and cons, which starts with the first meeting.  Call 800-582-3639 or click Financial Edge Radio.  

Trey Turner and Jackie Selby discuss just how much money is needed for retirement in 2025!  The ultimate advantage to a comfortable retirement is having more than one stream of income to use when the 9 to 5 job goes away.  Social Security alone is not a comfortable amount for most people, so Trey explains how to create a plan to serve you better in those precious golden years.  Call Trey for more information at 800-582-3639 or click Financial Edge Radio!  

On this episode, Trey Turner and Jackie Selby discuss the Peak 65 era.  Trey explains that as the largest group of Baby Boomers are turning 65 years old, there are will be strain on programs and resources designed to support this population. There are solutions to preserve savings for the future needs of this group of retirees.  Click Trey Turner to book a meeting or submit a question to the show here, Financial Edge Radio. Call Trey for a free sit-down to review your needs.  800-582-3639  

In this conversation, Trey Turner discusses the fundamentals of cryptocurrency, particularly Bitcoin, and its implications for retirement planning. He explains how Bitcoin operates, the methods of acquiring it, and the risks associated with its volatility. The discussion emphasizes the importance of education in making informed financial decisions regarding cryptocurrency investments and their role in a diversified retirement portfolio. In this conversation,Jackie Selby and Trey Turner discuss various aspects of financial planning, focusing on tax strategies for retirement, the role of life insurance in wealth building, and the importance of understanding different investment vehicles. They explore how to achieve a tax-free retirement, the benefits of Roth IRAs, and the significance of long-term care planning. The discussion also covers the differences between 403B and IRA creditor protections, the evaluation of bonus annuities, and the liquidity of bond investments, emphasizing a holistic approach to financial planning.  Call Trey Turner at 800-582-3639.  Or text Trey to 600-700 anytime. 

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.

Federal programs like Social Security and Medicare change from year to year, so you need to stay abreast on these changes with the help of a professional planner like Trey.  Let him do the research FOR YOU.  In this conversation, Trey Turner discusses the fundamentals of cryptocurrency, particularly Bitcoin, and its implications for retirement planning. He explains how Bitcoin operates, the methods of acquiring it, and the risks associated with its volatility. The discussion emphasizes the importance of education in making informed financial decisions regarding cryptocurrency investments and their role in a diversified retirement portfolio. In this conversation, Gary Nolan and Trey Turner discuss various aspects of financial planning, focusing on tax strategies for retirement, the role of life insurance in wealth building, and the importance of understanding different investment vehicles. They explore how to achieve a tax-free retirement, the benefits of Roth IRAs, and the significance of long-term care planning. The discussion also covers the differences between 403B and IRA creditor protections, the evaluation of bonus annuities, and the liquidity of bond investments, emphasizing a holistic approach to financial planning.

In this episode, Jackie Selby and Trey Turner discuss the feasibility of retiring in three years or less, emphasizing the importance of financial planning, health insurance, cash flow management, and maximizing retirement accounts. Call Trey Turner at 800-582-3639.  Or text Trey to 600-700 anytime.  Financial Edge Radio

Trey Turner discusses the financial changes coming up for the new year, like higher contribution limits for your 401k plan, automatic enrollment expansion, and changes to RMDs in the future.   Call Trey Turner at 800-582-3639.  Or text Trey to 600-700 anytime.  Financial Edge Radio

Trey Turner is helping you identify your retirement goals, then dishing up some strategies so you can keep the most of your retirement nest egg.  Tell your friends to listen to this one.   Call Trey Turner at 800-582-3639 or book him for no cost here Financial Edge Radio. 

Trey Turner and Jackie Selby discuss the things to not worry about too much in retirement, and the things you DO want to worry about.  Don't worry, this show explains it all.   Call Trey Turner at 800-582-3639, or jump on Financial Edge Radio.  

This is your chance to pick the brain of someone who has financial literacy and expertise, to help you prepare for that spooky yet magical time called RETIREMENT.  Call Trey to get a no cost, no obligation sit-down at 800-582-3639.  Or Text "Trey" to 600-700.  Or book a time at Financial Edge Radio.

Trey discusses some important "Fine-Tuning" tips for you as get closer and closer to retirement.  He hits 5 key strategy points in this show, so don't miss it.   Call Trey Turner for a free meeting to see if he will be your financial coach!  800-582-3639.  Or book it here Financial Edge Radio.  

Trey Turner schools Jackie Selby on the fatal mistakes people make with their 401k accounts.  They also discuss green flags in retirement planning, and painting your retirement plan pink all over.  Share this one with your friends and family. Call Trey Turner at 800-582-3639.  Or book a free session at Financial Edge Radio.

Financial Coach Trey Turner explains the balanced approach to your financial plan.  He says having a professional to help manage you financial emotions is key.  Listen up! Call Trey Turner to get on his schedule for a one-on-one session at 800-582-3639.  Or click Financial Edge Radio. 

On your first meeting with Financial Coach Trey Turner, you will start building your financial roadmap, to find out what's most important to you for those retirement years.  "We say start with the end in mind, right?" And then once he understands your goals, he puts together a strategy to help get you on that road to a worry free retirement. Call Trey Turner to book a "get to know you" session for no cost and NO obligation.  800-582-3639. 

In this conversation, Trey Turner and Jackie Selby discuss various aspects of retirement planning, including, managing debt, understanding risk profiles, healthcare considerations, navigating 401(k) options, and addressing listener questions. They emphasize the importance of preparation, the need for a spending plan, and the significance of understanding one's financial situation as they approach retirement. Call Trey Turner 800-582-3639. 

Batten down the hatches and listen to Trey Turner as he breaks down common retirement mistakes using fun weather analogies—think hurricanes for ignoring risk management and heat waves for overspending. With expert insights and listener questions, this episode is packed with smart strategies to keep your retirement plan sunny and storm-proof!