Kelley answers questions from listeners about various financial topics such as real estate, creating income in retirement, long-term care, pensions, taxes, and annuities. Kelley provides insights and advice tailored to each individual's situation, emphasizing the importance of having a comprehensive plan and diversifying investments. She also highlights the benefits of working with California Wealth Advisors and the various programs they offer to help clients achieve their financial goals.
Reach Kelley at 800-810-8060.

Avoid the Biggest Retirement Blunders
56:12

Avoid Retirement Mistakes
56:25

Pension Choices and Inherited IRAs
56:25