TEASE AFTER SOUND EFFECT

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 comprehensive plan and diversifying investments. She also highlights the benefits of working with California Wealth Advisors and the various programs they offer to help clients achieve their financial goals.

Reach Kelley at 800-810-8060.

California Wealth Advisors

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 comprehensive plan and diversifying investments. She also highlights the benefits of working with California Wealth Advisors and the various programs they offer to help clients achieve their financial goals.
Reach Kelley at 800-810-8060.
<a href="https://californiawealthadvisors.com">California Wealth Advisors</a>

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.

Kelley's Bull Market News with Kelley Slaught

Financial Questions

Kelley Slaught discusses critical investment mistakes to avoid, the importance of diversification, and the risks associated with home equity. She emphasizes the need for professional financial planning, the significance of revisiting household budgets, and managing debt before retirement. Additionally, Kelly highlights the importance of setting and tracking financial goals, reassessing asset allocation for risk management, and preparing key questions for retirement planning. 

Reach Kelley at 800-810-8060.

California Wealth Advisors

www.californiawealthadvisors.com

 

Kelley Slaught discusses critical investment mistakes to avoid, the importance of diversification, and the risks associated with home equity. She emphasizes the need for professional financial planning, the significance of revisiting household budgets, and managing debt before retirement. Additionally, Kelly highlights the importance of setting and tracking financial goals, reassessing asset allocation for risk management, and preparing key questions for retirement planning. 
Reach Kelley at 800-810-8060.
<a href="https://californiawealthadvisors.com">California Wealth Advisors</a>
<a href="https://www.californiawealthadvisors.com">www.californiawealthadvisors.com</a>
&nbsp;

Avoid Financial Blunders

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 professional wealth manager. The discussion also covers common retirement savings missteps, catch-up opportunities for late savers, and strategies for balancing risk and reward in investments. 

Reach Kelley at 800-810-8060.

California Wealth Advisors

www.californiawealthadvisors.com

 

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 professional wealth manager. The discussion also covers common retirement savings missteps, catch-up opportunities for late savers, and strategies for balancing risk and reward in investments. 
Reach Kelley at 800-810-8060.
<a href="https://californiawealthadvisors.com">California Wealth Advisors</a>
<a href="https://www.californiawealthadvisors.com">www.californiawealthadvisors.com</a>
&nbsp;

The Wealth Transfer

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 significance of real estate in wealth management. Additionally, Kelley emphasizes the need for charitable giving strategies and the implications of longevity risk on retirement planning. 

Reach Kelley at 800-810-8060.

California Wealth Advisors

www.californiawealthadvisors.com

 

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 significance of real estate in wealth management. Additionally, Kelley emphasizes the need for charitable giving strategies and the implications of longevity risk on retirement planning. 
Reach Kelley at 800-810-8060.
<a href="https://californiawealthadvisors.com">California Wealth Advisors</a>
<a href="https://www.californiawealthadvisors.com">www.californiawealthadvisors.com</a>
&nbsp;

Financial Questions

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