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Kelley discusses the critical phase of decumulation in retirement planning. She emphasizes the importance of creating a structured income strategy for retirees, addressing various risks such as market volatility, longevity, inflation, and healthcare costs. Kelley also highlights the significance of legacy planning and the need for tailored financial strategies to ensure a comfortable retirement. Listener questions reveal common challenges faced by retirees, including tax implications and the need for professional wealth management.

Reach Kelley at 800-810-8060.

California Wealth Advisors

www.californiawealthadvisors.com

 

 

Kelley discusses the critical phase of decumulation in retirement planning. She emphasizes the importance of creating a structured income strategy for retirees, addressing various risks such as market volatility, longevity, inflation, and healthcare costs. Kelley also highlights the significance of legacy planning and the need for tailored financial strategies to ensure a comfortable retirement. Listener questions reveal common challenges faced by retirees, including tax implications and the need for professional wealth management.
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>
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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

Mastering Decumulation in Retirement

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.

California Wealth Advisors

www.californiawealthadvisors.com

 

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.
<a href="https://californiawealthadvisors.com">California Wealth Advisors</a>
<a href="https://www.californiawealthadvisors.com">www.californiawealthadvisors.com</a>
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It's Never Too Late: Starting Your Retirement Plan

Kelley discusses the importance of having a comprehensive retirement plan that considers longevity, income streams, healthcare costs, and inflation. She emphasizes the need for strategic planning to avoid common mistakes, such as underestimating life expectancy and relying solely on Social Security. Kelley also addresses year-end financial strategies, including required minimum distributions and Roth conversions, and answers listener questions about annuities and investment strategies.

Reach Kelley at 800-810-8060.

California Wealth Advisors

www.californiawealthadvisors.com

 

Kelley discusses the importance of having a comprehensive retirement plan that considers longevity, income streams, healthcare costs, and inflation. She emphasizes the need for strategic planning to avoid common mistakes, such as underestimating life expectancy and relying solely on Social Security. Kelley also addresses year-end financial strategies, including required minimum distributions and Roth conversions, and answers listener questions about annuities and investment strategies.
Reach Kelley at 800-810-8060.
<a href="https://calliforniawealthadvisors.com">California Wealth Advisors</a>
<a href="https://www.californiawealthadvisors.com">www.californiawealthadvisors.com</a>
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Navigating Retirement: Strategies for a Secure Future

In this conversation, Kelley Slaught discusses essential financial truths and strategies for individuals nearing or in retirement. She emphasizes the importance of having a written financial plan, understanding inflation and tax implications, and preparing for longevity. The discussion also covers practical steps for financial success, common retirement planning questions, and answers to listener inquiries, providing a comprehensive overview of retirement planning essentials.

Reach Kelley at 800-810-8060.

California Wealth Advisors

www.californiawealthadvisors.com

 

In this conversation, Kelley Slaught discusses essential financial truths and strategies for individuals nearing or in retirement. She emphasizes the importance of having a written financial plan, understanding inflation and tax implications, and preparing for longevity. The discussion also covers practical steps for financial success, common retirement planning questions, and answers to listener inquiries, providing a comprehensive overview of retirement planning essentials.
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>
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Mastering Decumulation in Retirement

Kelley's Bull Market News with Kelley Slaught

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Kelley's Bull Market News with Kelley Slaught

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