Kelley covers the topic everybody’s talking about and that’s inflation.  She talks about the need to have a growth aspect in your retirement plan, planning for healthcare costs, and even touches on TIPS and I-bonds. She closes by going through the different phases of retirement to pre-retirement planning, the big day, the honeymoon phase, and creating your new retirement identity.  Kelley devotes half of the podcast to answering frequently asked questions on subjects such as RMDs, real estate, highly appreciated assets, and 401(k)s.

You can reach Kelley Slaught by calling 800-810-8060.

California Wealth Advisors