TEASE AFTER SOUND EFFECT

Kelley warns of red flags to spot when searching for the right financial professional.  She used pre-produced skits spotlighting bad financial advisor traits as a fun way to show what to be vigilant about.  Kelley also takes the time to provide answers to some of the most important retirement questions people ask.

Reach Kelley at 800-810-8060.

California Wealth Advisors

www.californiawealthadvisors.com

Kelley warns of red flags to spot when searching for the right financial professional.  She used pre-produced skits spotlighting bad financial advisor traits as a fun way to show what to be vigilant about.  Kelley also takes the time to provide answers to some of the most important retirement questions people ask.
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>

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

Financial Professional Shopping

Kelley Slaught discusses critical investment mistakes to avoid, the importance of diversification, and the risks associated with home equity. She emphasizes the need for professional financial planning, the significance of revisiting household budgets, and managing debt before retirement. Additionally, Kelly highlights the importance of setting and tracking financial goals, reassessing asset allocation for risk management, and preparing key questions for retirement planning. 

Reach Kelley at 800-810-8060.

California Wealth Advisors

www.californiawealthadvisors.com

 

Kelley Slaught discusses critical investment mistakes to avoid, the importance of diversification, and the risks associated with home equity. She emphasizes the need for professional financial planning, the significance of revisiting household budgets, and managing debt before retirement. Additionally, Kelly highlights the importance of setting and tracking financial goals, reassessing asset allocation for risk management, and preparing key questions for 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>
&nbsp;

Avoid Financial Blunders

Kelley Slaught discusses the impending wealth transfer from baby boomers to younger generations, emphasizing the importance of financial literacy, especially for women and millennials. She highlights the need for cultural competence in financial planning and the significance of having a professional wealth manager. The discussion also covers common retirement savings missteps, catch-up opportunities for late savers, and strategies for balancing risk and reward in investments. 

Reach Kelley at 800-810-8060.

California Wealth Advisors

www.californiawealthadvisors.com

 

Kelley Slaught discusses the impending wealth transfer from baby boomers to younger generations, emphasizing the importance of financial literacy, especially for women and millennials. She highlights the need for cultural competence in financial planning and the significance of having a professional wealth manager. The discussion also covers common retirement savings missteps, catch-up opportunities for late savers, and strategies for balancing risk and reward in investments. 
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;

The Wealth Transfer

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>
&nbsp;

Financial Professional Shopping

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