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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 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.
See omnystudio.com/listener for privacy information.
By Trey TurnerIn 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.
See omnystudio.com/listener for privacy information.