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 Transition From Accumulation to Distribution
Kelley opens with the strategies necessary to help ensure retirees go through that retirement transition from saving to distributing with confidence and peace of mind. She then moves into the different layers of income in retirement while also stressing the need to be properly diversified. Reach…
56:24
Retirement Strategies for a Secure Future
Kelley shares insights on retirement planning, risk management, and wealth strategies. Discover how to balance growth, income, and safety while avoiding common pitfalls in your financial journey. Reach Kelley at 800-810-8060. California Wealth Advisors
56:22
Retirement Income That Lasts
Kelley discusses comprehensive strategies for creating sustainable income in retirement, emphasizing layered income planning, tax diversification, and the importance of proactive planning to ensure financial confidence. Reach Kelley at 800-810-8060. California Wealth Advisors
56:23
Risks to Avoid in Retirement
Kelley Slaught, CEO of California Wealth Advisors, shares insights on retirement planning, risk management, and investment strategies to ensure a secure and prosperous retirement. Discover how to avoid common pitfalls, optimize income, and protect your assets in this comprehensive guide. Reach Kel…
56:02
Financial Red Flags
In this episode of Kelley's Bull Market News, Kelly discusses critical red flags in financial planning and retirement, including budget pitfalls, tax strategies, healthcare costs, and exit planning for business owners. Learn how to identify canaries in the coal mine and avoid costly mistakes to se…
56:09
Gain Financial Control
Kelley discusses the impact of geopolitical events on the economy. More importantly, she focuses on the effects on our personal financial and retirement plan and how we can gain control in that area. Kelley also describes the benefits of running through a “practice” retirement before one actually …
56:23
Retirement Myths Debunked by Kelly
In this comprehensive episode, Kelley Slaught discusses retirement myths, tax strategies, inheritance rules, and the new way of planning for non-spousal inherited IRAs since the stretch IRA was eliminated by original Secure Act. Learn how to optimize your retirement planning, avoid common pitfall…
56:26
Emotional and Financial Strategies for Retirement Success
This episode features Kelley Slaught, a seasoned financial advisor, discussing the multifaceted aspects of retirement planning. Topics include emotional preparation, misunderstandings about investments, and the role of annuities, providing listeners with comprehensive strategies for a secure and fu…
56:21
Are You Prepared For The Retirement Transition?
Kelley speaks to the critical need for proper planning even before you make that transition into retirement. She stresses what needs to be addressed in a good retirement plan including paycheck replacement income, your risk, and how your income from two years ago can determine what you pay in Medi…
56:32
Planning for Longevity: A Financial Necessity
In this episode of Kelley's Bull Market News, Kelley Slaught discusses the evolving landscape of retirement, emphasizing the importance of planning for longer lifespans and the financial implications of longevity. She explores the outdated 4% rule, the risks associated with sequence of returns, and…
56:26