Kelley discusses strategies to navigate market volatility and protect retirement savings. She emphasizes the importance of proper diversification, including investments in the market, alternative investments, and safe money. Kelley also highlights the need for a cash reserve and income-producing investments, such as dividend-paying stocks and insured products. She advises on the optimal timing for taking Social Security benefits and explores the role of different baseball positions as metaphors for financial strategies. Kelley covers topics like employer-sponsored retirement plans, personal investments, real estate investments, pensions, emergency savings, and healthcare savings.

Reach Kelley at 800-810-8060.

California Wealth Advisors