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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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. Reach him at 800-582-3639. Or text TREY to 600-700. Or click him at Financial Edge Radio.

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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

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