Planning for retirement is one thing. But planning during retirement is another. This week on the Wealth & Law Podcast, Brent and Rachel are joined by Trey Andrew to discuss financial planning and retirement. They get into:
- Ways to bring in income during retirement,
- Utilizing the investment bucketing approach,
- Managing transitions in life, and
- Which important investment decisions may be binding.
Trey Andrew is a Wealth Advisor at Carson Wealth who focuses on his clients’ short-term needs and long-term goals. Since 2009, he has been engaged in various personal and professional real-estate investments, property management services, and small businesses ventures. He has served clients throughout the country in virtually every stage of life and career. Prior to joining Carson Wealth, Trey almost exclusively focused on the unique challenges and opportunities that face our nation’s physicians (e.g., their contracts, compensation, practices, partnerships, loans, benefits, tax-efficient investment needs, asset protection concerns, and risk management strategies).
Trey has a bachelor’s degree and two master’s degrees as well as holds the Registrations 7, 66, and Life and Health licenses. Trey is the current president for the Southern Arizona Financial Planning Association and an active member of the Southern Arizona Estate Planning Council. Trey is a volunteer with the Society For Financial Awareness, Christian Business Men’s Connection, and has committed much of his time, effort, and resources to working with at risk youth. Trey’s experiences have given him a unique passion for coming alongside those who are, have been, or are preparing to be caregivers.
You can learn more about Trey here: https://www.carsonwealth.com/team-members/trey-andrew/. Trey can be contacted at: (520) 751-4300.