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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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

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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.

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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.

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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.

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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.

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