TEASE AFTER SOUND EFFECT

Kelley discusses the financial landscape for Baby Boomers, focusing on wealth preservation, planning for longevity, and the importance of managing healthcare costs. The discussion covers strategies for effective wealth transfer, the impact of market volatility on retirement income, and the significance of real estate in wealth management. Additionally, Kelley emphasizes the need for charitable giving strategies and the implications of longevity risk on retirement planning. 

Reach Kelley at 800-810-8060.

California Wealth Advisors

www.californiawealthadvisors.com

 

Kelley discusses the financial landscape for Baby Boomers, focusing on wealth preservation, planning for longevity, and the importance of managing healthcare costs. The discussion covers strategies for effective wealth transfer, the impact of market volatility on retirement income, and the significance of real estate in wealth management. Additionally, Kelley emphasizes the need for charitable giving strategies and the implications of longevity risk on retirement planning. 
Reach Kelley at 800-810-8060.
<a href="https://californiawealthadvisors.com">California Wealth Advisors</a>
<a href="https://www.californiawealthadvisors.com">www.californiawealthadvisors.com</a>
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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.

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