Gain Financial Control

Kelley discusses the impact of geopolitical events on the economy. More importantly, she focuses on the effects on our personal financial and retirement plan and how we can gain control in that area.  Kelley also describes the benefits of running through a “practice” retirement before one actually …

Retirement Myths Debunked by Kelly

In this comprehensive episode, Kelley Slaught discusses retirement myths, tax strategies, inheritance rules, and the new way of planning for non-spousal inherited IRAs since the stretch IRA was eliminated by original Secure Act.   Learn how to optimize your retirement planning, avoid common pitfall…

Emotional and Financial Strategies for Retirement Success

This episode features Kelley Slaught, a seasoned financial advisor, discussing the multifaceted aspects of retirement planning. Topics include emotional preparation, misunderstandings about investments, and the role of annuities, providing listeners with comprehensive strategies for a secure and fu…

Are You Prepared For The Retirement Transition?

Kelley speaks to the critical need for proper planning even before you make that transition into retirement.  She stresses what needs to be addressed in a good retirement plan including paycheck replacement income, your risk, and how your income from two years ago can determine what you pay in Medi…

Planning for Longevity: A Financial Necessity

In this episode of Kelley's Bull Market News, Kelley Slaught discusses the evolving landscape of retirement, emphasizing the importance of planning for longer lifespans and the financial implications of longevity. She explores the outdated 4% rule, the risks associated with sequence of returns, and…

The Realities of Financial Planning

Kelley Slaught discusses the complexities of retirement planning, emphasizing the importance of managing expectations, budgeting, and preparing for unexpected expenses. She highlights the psychological shifts that occur in retirement, the need for clear communication between partners, and the signi…

The Emotional Side of Financial Planning

This conversation delves into the intricate world of behavioral finance, exploring how emotions and biases can significantly impact financial decisions, particularly in retirement planning.  Kelley emphasizes the importance of having a structured financial plan, the role of professional wealth mana…

Unlocking the Secrets to a Happy Retirement

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 bet…

Portfolio Protection

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 a…

Mastering Your Financial Game Plan

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, retire…