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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 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.
<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.

Kelley's Bull Market News with Kelley Slaught

End-of-Year Wealth Strategies

In this episode of Kelley's Bull Market News, Kelley Slaught discusses the common mistakes retirees make and how to avoid them. The conversation covers various traps in retirement planning, including the importance of having a clear income strategy, the risks of cashing out retirement accounts, and the need for effective tax planning. Kelley emphasizes the significance of diversification and modern strategies in retirement planning, as well as the lifestyle traps that can derail financial stability. The episode concludes with listener questions, providing insights into specific financial concerns.

Reach Kelley at 800-810-8060.

California Wealth Advisors

www.californiawealthadvisors.com

 

In this episode of Kelley's Bull Market News, Kelley Slaught discusses the common mistakes retirees make and how to avoid them. The conversation covers various traps in retirement planning, including the importance of having a clear income strategy, the risks of cashing out retirement accounts, and the need for effective tax planning. Kelley emphasizes the significance of diversification and modern strategies in retirement planning, as well as the lifestyle traps that can derail financial stability. The episode concludes with listener questions, providing insights into specific financial concerns.
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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Avoiding Retirement Mistakes: Key Strategies

Kelley opens the podcast with a discussion on inflation and how attention needs to be paid to the right growth assets in retirement.  She also stresses the importance of planning contingencies for the unexpected events and the costs that could derail your retirement.

 Reach Kelley at 800-810-8060.

California Wealth Advisors

www.californiawealthadvisors.com

 

Kelley opens the podcast with a discussion on inflation and how attention needs to be paid to the right growth assets in retirement.&nbsp; She also stresses the importance of planning contingencies for the unexpected events and the costs that could derail your retirement.
&nbsp;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>
&nbsp;

Inflation and Surprise Costs of Retirement

Kelley discusses essential strategies for retirement planning, emphasizing the importance of having a comprehensive plan that addresses retirement concerns such as inflation, taxes, and healthcare costs. She reassures listeners that it's never too late to start saving for retirement, even if they are in their 50s or 60s. The conversation also covers the significance of market volatility and how to create a diversified portfolio to manage risks. Additionally, Kelley answers listener questions, providing real-life scenarios that highlight the importance of working with a financial advisor to navigate retirement successfully.

Reach Kelley at 800-810-8060.

California Wealth Advisors

www.californiawealthadvisors.com

 

Kelley discusses essential strategies for retirement planning, emphasizing the importance of having a comprehensive plan that addresses retirement concerns such as inflation, taxes, and healthcare costs. She reassures listeners that it's never too late to start saving for retirement, even if they are in their 50s or 60s. The conversation also covers the significance of market volatility and how to create a diversified portfolio to manage risks. Additionally, Kelley answers listener questions, providing real-life scenarios that highlight the importance of working with a financial advisor to navigate retirement successfully.
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>
&nbsp;

End-of-Year Wealth Strategies

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Kelley's Bull Market News with Kelley Slaught

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