Kelley's Bull Market News with Kelley Slaught
Kelley's Bull Market News with Kelley Slaught
Kelley's Bull Market News brings you the latest retirement news and planning tips from leading expert Kelley Slaught of California Wealth Advisors. Tune in as we explore the world of maximizing social security, minimizing taxation and fees and making sure your dollars are working for you and not your broker.Social links:
The Wealth Transfer
Kelley Slaught discusses the impending wealth transfer from baby boomers to younger generations, emphasizing the importance of financial literacy, especially for women and millennials. She highlights the need for cultural competence in financial planning and the significance of having a professiona…
56:21
Baby Boomer Wealth Preservation
Kelley discusses the financial landscape for Baby Boomers, focusing on wealth preservation, planning for longevity, and the importance of managing healthcare costs. The discussion covers strategies for effective wealth transfer, the impact of market volatility on retirement income, and the signific…
56:19
Proper Tax Planning
Kelley discusses various strategies to avoid taxes, particularly focusing on real estate and business sales. She emphasizes the importance of tax planning for high-income earners and the benefits of diversifying retirement accounts. The conversation also covers income generation in retirement, the …
55:29
Sound Tax Strategies
Kelley discusses various strategies to avoid taxes, particularly focusing on real estate and business sales. She emphasizes the importance of tax planning for high-income earners and the benefits of diversifying retirement accounts. The conversation also covers income generation in retirement, the …
56:17
Overcome Retirement Fear
Kelley addresses the complexities of retirement planning, focusing on overcoming fears associated with transitioning into retirement. They emphasize the importance of creating a budget and income strategy to ensure a successful retirement. The discussion also delves into the role of annuities as a …
56:17
Financial Professional Shopping
Kelley warns of red flags to spot when searching for the right financial professional. She used pre-produced skits spotlighting bad financial advisor traits as a fun way to show what to be vigilant about. Kelley also takes the time to provide answers to some of the most important retirement quest…
56:16
Retirement Mistakes to Avoid
Kelley discusses common investment mistakes that individuals make, particularly in the context of retirement planning. She emphasizes the importance of having a strategic plan tailored to individual needs, understanding investment risks and returns, and the significance of diversification. Kelley a…
56:22
What the Interest Rate Cut Means for Retirement
In this episode of Kelley's Bull Market News, Kelley discusses the implications of recent interest rate cuts on investment portfolios, debunks common myths surrounding retirement spending, highlights frequent investment pitfalls, and answers listener questions about financial strategies. The conver…
56:22
Financial Questions
Kelley answers questions from listeners about various financial topics such as real estate, creating income in retirement, long-term care, pensions, taxes, and annuities. Kelley provides insights and advice tailored to each individual's situation, emphasizing the importance of having a comprehensiv…
55:48
Value of a Retirement Professional
Kelley discusses the importance of working with a financial advisor, the value they bring in terms of personalized financial planning, and the objective decision-making they provide. The conversation covers various topics including financial wisdom, risk management in retirement, and the significan…
56:21