End-of-Year Wealth Strategies

 

Kelley discusses various financial strategies for retirement planning, emphasizing the importance of making end-of-year financial moves, creating sustainable income plans, and addressing the needs of late starters. The discussion also includes listener questions, providing insights into real estate investing, managing high-interest debt, and the significance of diversification in a financial portfolio.

Reach Kelley at 800-810-8060.

California Wealth Advisors

www.californiawealthadvisors.com

 

Kelley's Bull Market News with Kelley Slaught

Kelley's Bull Market News brings you the latest retirement news and planning tips from leading exper… 

Social links

Follow podcast