TEASE AFTER SOUND EFFECT

In this episode of Kelley's Bull Market News, Kelly discusses critical red flags in financial planning and retirement, including budget pitfalls, tax strategies, healthcare costs, and exit planning for business owners.  Learn how to identify canaries in the coal mine and avoid costly mistakes to secure your financial future.

Reach Kelley at 800-810-8060.

California Wealth Advisors

In this episode of Kelley's Bull Market News, Kelly discusses critical red flags in financial planning and retirement, including budget pitfalls, tax strategies, healthcare costs, and exit planning for business owners.&nbsp; Learn how to identify canaries in the coal mine and avoid costly mistakes to secure your financial future.
Reach Kelley at 800-810-8060.
<a href="https://californiawealthadvisors.com">California Wealth Advisors</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 Red Flags

Kelley goes through a list of mistakes to avoid when the market creates that nervous feeling.  She warns again panic selling, withdrawing too soon, and trying to “catch up.”  She also suggests implementing tax-efficient strategies and a healthcare and long-term care plan. Kelley also discusses the sound strategies to help retirees enter that “decumulation” stage of their life. 

800-810-8060

California Wealth Advisors

Kelley goes through a list of mistakes to avoid when the market creates that nervous feeling.&nbsp; She warns again panic selling, withdrawing too soon, and trying to &ldquo;catch up.&rdquo;&nbsp; She also suggests implementing tax-efficient strategies and a healthcare and long-term care plan. Kelley also discusses the sound strategies to help retirees enter that &ldquo;decumulation&rdquo; stage of their life. 
800-810-8060
<a href="https://californiawealthadvisors.com">California Wealth Advisors</a>

Don’t Let Market Jitters Get the Best of You

Kelley covers mistakes to avoid in retirement planning including thinking you can beat the market, keeping all money in cash, and improper diversification.  She also runs down a good list of important considerations to check off before launching retirement and discusses five things everyone needs in a retirement plan.

800-810-8060

California Wealth Advisors

Kelley covers mistakes to avoid in retirement planning including thinking you can beat the market, keeping all money in cash, and improper diversification.&nbsp; She also runs down a good list of important considerations to check off before launching retirement and discusses five things everyone needs in a retirement plan.
800-810-8060
<a href="https://californiawealthadvisors.com">California Wealth Advisors</a>

Avoid Retirement Blunders

Kelley defines the different types of annuities and discusses the pros and cons of each.  She covers immediate, fixed, variable, and fixed index annuities.  She also offers tips on the right questions to ask when you meet with a financial advisor.

800-810-8060

California Wealth Advisors

Kelley defines the different types of annuities and discusses the pros and cons of each.&nbsp; She covers immediate, fixed, variable, and fixed index annuities.&nbsp; She also offers tips on the right questions to ask when you meet with a financial advisor.
800-810-8060
<a href="https://californiawealthadvisors.com">California Wealth Advisors</a>

Financial Red Flags

In 1 playlist(s)

Kelley's Bull Market News with Kelley Slaught

Social links

Follow podcast

Recent clips