Join Kelley Slaught, owner and CEO of California Wealth Advisors, as she shares insights on retirement income planning, tax strategies, estate planning, and navigating the complexities of retirement finances. Kelley also discusses a proactive approach with inflation during the retirement years. Learn how to avoid common blunders and create a tailored plan for a secure financial future.
800-810-8060

Social Security Timing and Strategy
56:08

Guide to 401k Rollovers and Annuities
56:26

Avoid the Biggest Retirement Blunders
56:12