On this episode, Kelley discusses considerations before retiring early including managing debt and aligning investment portfolios with retirement goals. She also addresses health coverage considerations and the importance of mental preparation for retirement. Kelley then explores distribution strategies in retirement, focusing on the types of retirement accounts and their tax implications. She explains the order of withdrawals from retirement accounts and emphasizes the need for a comprehensive financial plan. The episode concludes with Kelley offering to help listeners get on track for retirement and answering retirement-related questions.

Reach Kelley Slaught by calling 800-810-8060.

California Wealth Advisors