TEASE AFTER SOUND EFFECT

Kelley discusses common retirement mistakes, the importance of personalized planning, and strategies to optimize your financial future. Learn how to avoid costly errors and create a tailored retirement plan that works for you.

800-810-8060

California Wealth Advisors

Kelley discusses common retirement mistakes, the importance of personalized planning, and strategies to optimize your financial future. Learn how to avoid costly errors and create a tailored retirement plan that works for you.
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 Mistakes

Kelley discusses essential retirement planning strategies, including replacing your paycheck, avoiding common mistakes, and optimizing real estate and tax strategies to secure a comfortable retirement.

800-810-8060

California Wealth Advisors

Kelley discusses essential retirement planning strategies, including replacing your paycheck, avoiding common mistakes, and optimizing real estate and tax strategies to secure a comfortable retirement.
800-810-8060
<a href="https://californiawealthadvisors.com">California Wealth Advisors</a>

Avoid the Biggest Retirement Blunders

In this episode, Kelley discusses critical retirement planning topics including pension options, inherited IRAs, tax strategies, and the importance of personalized financial planning.  Kelley shares insights to help listeners make informed decisions for a secure retirement.

800-810-8060

California Wealth Advisors

In this episode, Kelley discusses critical retirement planning topics including pension options, inherited IRAs, tax strategies, and the importance of personalized financial planning.&nbsp; Kelley shares insights to help listeners make informed decisions for a secure retirement.
800-810-8060
<a href="https://californiawealthadvisors.com">California Wealth Advisors</a>

Pension Choices and Inherited IRAs

In this episode, Kelley discusses critical retirement planning strategies, including managing concentrated stock positions, inherited IRAs, and tax-efficient gifting. She emphasizes the importance of proactive planning to avoid costly mistakes and ensure a secure financial future.

800-810-8060

California Wealth Advisors

In this episode, Kelley discusses critical retirement planning strategies, including managing concentrated stock positions, inherited IRAs, and tax-efficient gifting. She emphasizes the importance of proactive planning to avoid costly mistakes and ensure a secure financial future.
800-810-8060
<a href="https://californiawealthadvisors.com">California Wealth Advisors</a>

Avoid Retirement Mistakes

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Kelley's Bull Market News with Kelley Slaught

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