The Financial Edge

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 t...

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.

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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 ...

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 impli...

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 compl...

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, ...

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 ca...

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 ho...

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 discussio...

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 accordi...

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 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 Turne...

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.

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