The Financial Edge

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.

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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.

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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  Trey addresses the outdated thinking of using 4% of your retirement from your investments.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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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.

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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!

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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.  

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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.  

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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!  

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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

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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. 

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