Pension Choices and Inherited IRAs

In this episode, Kelley discusses critical retirement planning topics including pension options, inherited IRAs, tax strategies, and the importance of personalized financial planning.  Kelley shares insights to help listeners make informed decisions for a secure retirement. 800-810-8060 Californi…

Inherited IRAs: Rules and Strategies You Must Know

In this episode, Kelley discusses critical retirement planning strategies, including managing concentrated stock positions, inherited IRAs, and tax-efficient gifting. She emphasizes the importance of proactive planning to avoid costly mistakes and ensure a secure financial future. 800-810-8060 Ca…

Maximize Your Home Equity in Retirement

In this comprehensive episode, Kelley discusses essential retirement planning strategies, including early retirement considerations, homeownership decisions, spousal planning, and tax-efficient asset management. Perfect for those nearing or in retirement, this show offers expert insights to help yo…

How to Plan for Living Longer Than Expected

Kelley Slaught discusses retirement planning, building income streams, managing longevity risks, and handling life changes like divorce and the death of a spouse. This episode offers insights on creating a secure financial future and avoiding common pitfalls.  800-810-8060 California Wealth Advis…

Facing Taxes and Inflation in Retirement

Join Kelley Slaught, owner and CEO of California Wealth Advisors, as she shares insights on retirement income planning, tax strategies, estate planning, and navigating the complexities of retirement finances.  Kelley also discusses a proactive approach with inflation during the retirement years.  L…

Strengthen Your Retirement Confidence

Kelley discusses essential retirement planning strategies, including Social Security timing, tax planning, and investment diversification, to help listeners build confidence and avoid common pitfalls in their financial journey.                800-810-8060 California Wealth Advisors               …

The Truth About Social Media and Your Finances

In this episode, Kelley discusses the impact of social media on financial perceptions, the FIRE movement, and how to navigate online financial advice. She emphasizes personalized strategies for retirement planning, avoiding trends, and making informed decisions to achieve financial security. 800-8…

Avoid the Biggest Retirement Blunders

Kelley discusses common retirement mistakes, the importance of personalized planning, and strategies to optimize your financial future. Learn how to avoid costly errors and create a tailored retirement plan that works for you. 800-810-8060 California Wealth Advisors

The Transition From Accumulation to Distribution

Kelley opens with the strategies necessary to help ensure retirees go through that retirement transition from saving to distributing with confidence and peace of mind.  She then moves into the different layers of income in retirement while also stressing the need to be properly diversified.  Reach…

Retirement Strategies for a Secure Future

Kelley shares insights on retirement planning, risk management, and wealth strategies. Discover how to balance growth, income, and safety while avoiding common pitfalls in your financial journey. Reach Kelley at 800-810-8060. California Wealth Advisors