In this episode, Kelley Slaught discusses the unique challenges and opportunities for those retiring in 2025. She emphasizes the importance of early planning, understanding Medicare, managing inflation, and diversifying income streams. Kelley also highlights strategic approaches to Social Security, debt management, and the necessity of estate planning to ensure a secure financial future.
Reach Kelley at 800-810-8060.
www.californiawealthadvisors.com

A Rational Conversation on Annuities
56:05

Retirement Planning Beats Luck Every Time
56:07

Focus On the Retirement Plan: Not a Number
56:33