TEASE AFTER SOUND EFFECT

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 in a retirement plan.

800-810-8060

California Wealth Advisors

Kelley covers mistakes to avoid in retirement planning including thinking you can beat the market, keeping all money in cash, and improper diversification.&nbsp; She also runs down a good list of important considerations to check off before launching retirement and discusses five things everyone needs in a retirement plan.
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

Avoid Retirement Blunders

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 strategy.

800-810-8060

California Wealth Advisors

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 strategy.
800-810-8060
<a href="https://californiawealthadvisors.com">California Wealth Advisors</a>

Your Beneficiary Form Has a Job

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 a discussion on inherited IRAs.

800-810-8060

California Wealth Advisors

Kelley talks about your retirement target date by not just the year but rather the month.&nbsp; She explains the importance of being very precise on when you retire in order to implement the best strategies.&nbsp; She also looks at risks to avoid during the first five years of retirement and then moves into a discussion on inherited IRAs.
800-810-8060
<a href="https://californiawealthadvisors.com">California Wealth Advisors</a>

Your Retirement Calendar

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 sound strategies to help retirees enter that “decumulation” stage of their life. 

800-810-8060

California Wealth Advisors

Kelley goes through a list of mistakes to avoid when the market creates that nervous feeling.&nbsp; She warns again panic selling, withdrawing too soon, and trying to &ldquo;catch up.&rdquo;&nbsp; She also suggests implementing tax-efficient strategies and a healthcare and long-term care plan. Kelley also discusses the sound strategies to help retirees enter that &ldquo;decumulation&rdquo; stage of their life. 
800-810-8060
<a href="https://californiawealthadvisors.com">California Wealth Advisors</a>

Avoid Retirement Blunders

In 1 playlist(s)

Kelley's Bull Market News with Kelley Slaught

Social links

Follow podcast

Recent clips