Confident Retirement Spending

Kelley talks about organizing your retirement dollars in a way that they are properly working for you.  She also discusses building a plan that will give you confidence in your retirement spending.  800-810-8060 California Wealth Advisors

Your Beneficiary Form Has a Job

In this episode, Kelley discusses the critical aspects of retirement planning, including beneficiary designations, handling unexpected expenses, and making smart decisions for a secure financial future. Kelly shares insights on how to prepare for life's surprises and optimize your retirement strate…

Your Retirement Calendar

Kelley talks about your retirement target date by not just the year but rather the month.  She explains the importance of being very precise on when you retire in order to implement the best strategies.  She also looks at risks to avoid during the first five years of retirement and then moves into …

Don’t Let Market Jitters Get the Best of You

Kelley goes through a list of mistakes to avoid when the market creates that nervous feeling.  She warns again panic selling, withdrawing too soon, and trying to “catch up.”  She also suggests implementing tax-efficient strategies and a healthcare and long-term care plan. Kelley also discusses the …

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…

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

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…

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…

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…

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…