Kelley discusses the biggest financial regrets Americans face and provides tips on how to avoid them. She also emphasizes the importance of starting early, involving both spouses in financial planning, and creating a comprehensive retirement plan. Additionally, Kelley highlights the benefits of annuities and the importance of budgeting and managing spending in retirement.
Reach Kelley at 800-810-8060.

A Rational Conversation on Annuities
56:05

Retirement Planning Beats Luck Every Time
56:07

Focus On the Retirement Plan: Not a Number
56:33