Kelley discusses essential strategies for retirement planning, emphasizing the importance of having a comprehensive plan that addresses retirement concerns such as inflation, taxes, and healthcare costs. She reassures listeners that it's never too late to start saving for retirement, even if they are in their 50s or 60s. The conversation also covers the significance of market volatility and how to create a diversified portfolio to manage risks. Additionally, Kelley answers listener questions, providing real-life scenarios that highlight the importance of working with a financial advisor to navigate retirement successfully.
Reach Kelley at 800-810-8060.
www.californiawealthadvisors.com

Investment Strategies in Retirement
56:06

Unlocking Wealth: The Mindset of the Affluent
55:53

Investing After Retirement: Why It's Essential
56:05