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 the Biggest Retirement Blunders

In this episode, Kelley discusses essential retirement planning strategies, including spending, pensions, lump sums, working in retirement, and tax considerations. Kelley offers information to help listeners make informed decisions for a secure and confident retirement.

800-810-8060

California Wealth Advisors

In this episode, Kelley discusses essential retirement planning strategies, including spending, pensions, lump sums, working in retirement, and tax considerations. Kelley offers information to help listeners make informed decisions for a secure and confident retirement.
800-810-8060
<a href="https://californiawealthadvisors.com">California Wealth Advisors</a>

Retirement Spending Strategies

In this episode, Kelley Slaught discusses essential retirement planning strategies, including Social Security timing, tax-efficient withdrawals, portfolio adjustments, and the importance of personalized financial plans. Learn how to optimize your income streams and avoid common pitfalls as you approach and enter retirement.

800-810-8060

California Wealth Advisors

In this episode, Kelley Slaught discusses essential retirement planning strategies, including Social Security timing, tax-efficient withdrawals, portfolio adjustments, and the importance of personalized financial plans. Learn how to optimize your income streams and avoid common pitfalls as you approach and enter retirement.
800-810-8060
<a href="https://californiawealthadvisors.com">California Wealth Advisors</a>

Social Security Timing and Strategy

In this episode of Kelley's Bull Market News, Kelley Slaught discusses essential strategies for retirement planning, including 401k rollovers, annuities, and tax planning to help listeners optimize their financial future.

800-810-8060

California Wealth Advisors

In this episode of Kelley's Bull Market News, Kelley Slaught discusses essential strategies for retirement planning, including 401k rollovers, annuities, and tax planning to help listeners optimize their financial future.
800-810-8060
<a href="https://californiawealthadvisors.com">California Wealth Advisors</a>

Avoid the Biggest Retirement Blunders

Kelley's Bull Market News with Kelley Slaught

In 1 playlist(s)

Kelley's Bull Market News with Kelley Slaught

Social links

Follow podcast

Recent clips