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:
Avoid Retirement Blunders
Kelley covers mistakes to avoid in retirement planning including thinking you can beat the market, keeping all money in cash, and improper diversification. She also runs down a good list of important considerations to check off before launching retirement and discusses five things everyone needs i…
56:19
A Rational Conversation on Annuities
Kelley defines the different types of annuities and discusses the pros and cons of each. She covers immediate, fixed, variable, and fixed index annuities. She also offers tips on the right questions to ask when you meet with a financial advisor. 800-810-8060 California Wealth Advisors
56:05
Retirement Planning Beats Luck Every Time
Kelley explains how a solid plan beats a gut feeling, hope, or luck in order to potentially secure a successful retirement. She covers Social Security timing, smart debt management, healthcare, long-term care, estate, and lifestyle planning. She also speaks to the fear of spending many have in re…
56:07
Focus On the Retirement Plan: Not a Number
Kelley opens by explaining how focusing on just a big number like 1.46 million for retirement can create a false sense of secuityu. She stresses the need to have a retirement plan which includes built in income. The conversation also includes a warning from Kelley about being in the House-Rich Tr…
56:33
Money Through Retirement
Kelley Slaught discusses essential retirement planning strategies, including managing longevity risk, healthcare costs, tax planning, and early retirement considerations. This episode provides practical advice for building a secure and flexible retirement plan. 800-810-8060 California Wealth Advi…
56:23
Retirement Spending Strategies
In this episode, Kelley discusses essential retirement planning strategies, including spending, pensions, lump sums, working in retirement, and tax considerations. Kelley offers information to help listeners make informed decisions for a secure and confident retirement. 800-810-8060 California We…
56:23
Social Security Timing and Strategy
In this episode, Kelley Slaught discusses essential retirement planning strategies, including Social Security timing, tax-efficient withdrawals, portfolio adjustments, and the importance of personalized financial plans. Learn how to optimize your income streams and avoid common pitfalls as you appr…
56:08
Guide to 401k Rollovers and Annuities
In this episode of Kelley's Bull Market News, Kelley Slaught discusses essential strategies for retirement planning, including 401k rollovers, annuities, and tax planning to help listeners optimize their financial future. 800-810-8060 California Wealth Advisors
56:26
Avoid the Biggest Retirement Blunders
Kelley discusses essential retirement planning strategies, including replacing your paycheck, avoiding common mistakes, and optimizing real estate and tax strategies to secure a comfortable retirement. 800-810-8060 California Wealth Advisors
56:12
Avoid Retirement Mistakes
Kelley discusses common retirement mistakes, the importance of personalized planning, and strategies to optimize your financial future. Learn how to avoid costly errors and create a tailored retirement plan that works for you. 800-810-8060 California Wealth Advisors
56:25