TEASE AFTER SOUND EFFECT

Kelley discusses the importance of continuing to invest after retirement, emphasizing the need for proper asset allocation and withdrawal strategies to maximize retirement income. She also covers legacy planning, common investment mistakes, and answers listener questions about various financial concerns. The conversation highlights the significance of tailored financial planning and the unique services offered by California Wealth Advisors.

Reach Kelley at 800-810-8060.

California Wealth Advisors

www.californiawealthadvisors.com

 

Kelley discusses the importance of continuing to invest after retirement, emphasizing the need for proper asset allocation and withdrawal strategies to maximize retirement income. She also covers legacy planning, common investment mistakes, and answers listener questions about various financial concerns. The conversation highlights the significance of tailored financial planning and the unique services offered by California Wealth Advisors.
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;

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

Investing After Retirement: Why It's Essential

Kelley discusses the essential components of a happy retirement, emphasizing the importance of planning, budgeting, and maintaining strong relationships. She highlights the need for a structured income strategy, the significance of health and wealth, and the necessity of effective communication between partners regarding finances. The conversation also covers practical strategies for managing investments, preparing for emergencies, and navigating tax implications when selling assets. Listeners are encouraged to take proactive steps in their retirement planning to ensure a fulfilling and secure future.

Reach Kelley at 800-810-8060.

California Wealth Advisors

www.californiawealthadvisors.com

 

Kelley discusses the essential components of a happy retirement, emphasizing the importance of planning, budgeting, and maintaining strong relationships. She highlights the need for a structured income strategy, the significance of health and wealth, and the necessity of effective communication between partners regarding finances. The conversation also covers practical strategies for managing investments, preparing for emergencies, and navigating tax implications when selling assets. Listeners are encouraged to take proactive steps in their retirement planning to ensure a fulfilling and secure future.
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;

Unlocking the Secrets to a Happy Retirement

+ YYYY-MM-DD Slaught SN# 59.30

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Kelley discusses strategies designed to keep your portfolio protected against all market scenarios.  She also covers the aspects of behavioral finance and how everyone needs to maintain control over our emotions in financial planning.  Kelley then moves into a discussion on today’s life insurance and all the opportunities that can be taken advantage of.

Reach California Wealth Advisors at 800-810-8060.

California Wealth Advisors

www.californiawealthadvisors.com

 

Kelley discusses strategies designed to keep your portfolio protected against all market scenarios.&nbsp; She also covers the aspects of behavioral finance and how everyone needs to maintain control over our emotions in financial planning.&nbsp; Kelley then moves into a discussion on today&rsquo;s life insurance and all the opportunities that can be taken advantage of.
Reach California Wealth Advisors at 800-810-8060.
<a href="https://californiawealthadvisors.com">California Wealth Advisors</a>
<a href="https://www.californiawealthadvisors.com">www.californiawealthadvisors.com</a>
&nbsp;

Portfolio Protection

In this episode, Kelley Slaught discusses essential financial strategies for retirement, focusing on the importance of planning in the financial red zone, estate planning, tax strategies, and managing debt. The conversation also includes listener questions, providing insights into annuities, retirement planning, and the significance of having a comprehensive financial plan. Kelley emphasizes the need for personalized strategies to ensure peace of mind and financial security in retirement.

Reach California Wealth Advisors at 800-810-8060.

California Wealth Advisors

www.californiawealthadvisors.com

 

In this episode, Kelley Slaught discusses essential financial strategies for retirement, focusing on the importance of planning in the financial red zone, estate planning, tax strategies, and managing debt. The conversation also includes listener questions, providing insights into annuities, retirement planning, and the significance of having a comprehensive financial plan. Kelley emphasizes the need for personalized strategies to ensure peace of mind and financial security in retirement.
Reach California Wealth Advisors at 800-810-8060.
<a href="https://californiawealthadvisors.com">California Wealth Advisors</a>
<a href="https://www.californiawealthadvisors.com">www.californiawealthadvisors.com</a>
&nbsp;

Investing After Retirement: Why It's Essential

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Kelley's Bull Market News with Kelley Slaught

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