In this conversation, Kelley discusses various tips and strategies to help individuals prepare for retirement. She covers topics such as different types of retirement accounts, managing finances as a couple, the importance of organized financial records, and the benefits of diversification and risk management. Kelley also mentions upcoming webinars and seminars on real estate investment opportunities. In this conversation, Kelly Slaught discusses the benefits of investing in real estate and offers upcoming seminars on the topic. She also emphasizes the importance of understanding and managing fees in financial planning portfolios. Reach Kelley at 800-810-8060. California Wealth Advisors

Kelley Slaught discusses five important questions about inflation and its impact on retirement plans. She also covers common financial blunders and the importance of having a long-term financial plan. Kelly emphasizes the need for diversification in portfolios and the potential risks of keeping all money in cash. She also addresses the issue of feeling trapped by real estate and offers strategies for maximizing assets. Finally, Kelly warns against following bad advice and encourages listeners to seek professional guidance. Reach Kelley at 800-810-8680. California Wealth Advisors

In this conversation, Kelley discusses lessons from golf that can be applied to retirement planning. She covers topics such as using the right tools for investment planning, avoiding mistakes, planning for and taking care of your financial house, and the importance of patience, discipline, and dedication. Reach Kelley at 800-810-8060. California Wealth Advisors

In this episode, Kelley exposes the dangers of bad financial advice that goes viral on social media. She discusses the prevalence of misleading information and emphasizes the importance of consulting with a professional financial advisor. Kelley also highlights the significance of 401(k)s in building wealth and debunks misconceptions about the FIRE (Financial Independence Retire Early) movement. Lastly, she addresses a viral scam claiming that the Federal Reserve has secret million-dollar bank accounts for every American citizen. In this conversation, Kelley discusses the exclusive private client process, retirement planning questions, comprehensive financial planning, retirement income, preparing for retirement, building your financial house, creating a business plan for your life, and typical issues and challenges faced by clients. Reach Kelley at 800-810-8060. California Wealth Advisors

In this conversation, Kelley Slaught discusses retirement planning concerns and strategies. The conversation covers topics such as the impact of the economy on retirement, challenges with interest rates and real estate, government spending and inflation, and the importance of a comprehensive financial plan. The conversation also explores the limitations of the 4% rule in retirement planning and the drawbacks of the 60-40 rule. Kelley emphasizes the need for tailor-made portfolios and diversification to meet individual retirement goals. Reach Kelley at 800-810-8060. California Wealth Advisors

On this episode, Kelley discusses considerations before retiring early including managing debt and aligning investment portfolios with retirement goals. She also addresses health coverage considerations and the importance of mental preparation for retirement. Kelley then explores distribution strategies in retirement, focusing on the types of retirement accounts and their tax implications. She explains the order of withdrawals from retirement accounts and emphasizes the need for a comprehensive financial plan. The episode concludes with Kelley offering to help listeners get on track for retirement and answering retirement-related questions. Reach Kelley Slaught by calling 800-810-8060. California Wealth Advisors

In this episode, Kelley Slaught discusses various aspects of financial planning and provides valuable insights and advice. The conversation covers topics such as reviewing your financial house, building an emergency fund, paying off debt, boosting contributions to retirement accounts, assessing asset allocation, and avoiding emotional investment decisions. Kelley emphasizes the importance of having a personalized financial plan and a diversified portfolio. She also introduces the Mass Proprietary Process, which implements market, safe, and alternative strategies. Reach Kelley at 800-810-8060. California Wealth Advisors

Kelley discusses various financial objectives, including budgeting, emergency funds, debt management, retirement goals, asset allocation, estate planning, life insurance, retirement savings, income needs, and longevityTopics covered include venturing into real estate as an income stream, building steady income in retirement, preparing for required minimum distributions (RMDs), preparing for retirement, and long-term care and leaving an inheritance. Kelley provides insights and advice on each topic, emphasizing the importance of diversification, risk management, and forward thinking. You can reach Kelley by calling 800-810-8060. California Wealth Advisors

Kelley covers what is and isn’t taxable in retirement.  She describes how Social Security benefits, pensions, interest-bearing accounts, stocks, bonds, dividends, and your traditional 401(k) and IRA could be subject to taxation.  She also discusses annuities and life insurance.  She moves into the fun part of retirement with a conversation about defining your bucket list items and reminds listeners that she provides a good starting point at her website:  www.californiawealthadvisors.com. You can reach Kelley at 800-810-8060. California Wealth Advisors

In this conversation, Kelley discusses the importance of estate planning and the various documents involved. She emphasizes the need to update trust documents regularly and highlights the importance of beneficiary designations. Kelley also counters bad financial advice, such as borrowing from retirement accounts during emergencies and relying solely on Social Security benefits in retirement. She stresses the importance of personalized retirement plans and diversification in investment portfolios. The conversation covers various aspects of comprehensive financial planning, including retirement needs, managing 401k in retirement, setting up income for life, saving on taxes, and choosing the right advisor. You can reach Kelley by calling 800-810-8060. California Wealth Advisors

In this episode, Kelley Slaught discusses the importance of having a written plan for retirement and the benefits of a comprehensive and customized approach. She emphasizes the need for budgeting and tracking expenses, as well as creating income strategies in retirement. Kelley also highlights the importance of risk management, estate planning, and legacy passing. She provides insights into spousal financial strategies and ways to boost retirement savings. You can reach Kelley by calling 800-810-8060. California Wealth Advisors

In this episode, Kelley discusses important topics related to retirement planning. She covers mistakes to avoid in retirement investments, the cost of living longer, maximizing Social Security benefits, tax planning, implications of divorce in retirement, leaving unequal inheritances, working part-time in retirement, retiring at different times, putting losses into perspective, utilizing the mass proprietary process, and the importance of liquid reserves. The conversation covers the basics of annuities, estate planning and asset titling. You can reach Kelley by calling 800-810-8060. California Wealth Advisors

In this episode Kelley Slaught discusses various aspects of risk and retirement planning. She emphasizes the importance of assessing and altering risk in retirement, including managing health risks and long-term care. Kelley also highlights the significance of estate planning and the risks of improper or no estate planning. She addresses the risk of improper tax planning and the importance of asset allocation. Additionally, Kelly discusses the changes in retirement planning over the past 50 years and the need to prepare for longer retirements. Lastly, she highlights the four pillars of service offered by California Wealth Advisors, which include investment management, risk management, estate planning, and creating a family office. You can reach Kelley by calliing 800-810-8060. California Wealth Advisors

In this episode, Kelley Slaught discusses the importance of keeping your financial house in order and the challenges that many people face in doing so. She emphasizes the need for a comprehensive financial plan that covers risk management, estate planning, and investment strategies. Kelley also addresses the importance of avoiding medical malpractice and probate issues. She provides insights into the benefits of diversification and the potential advantages of investing in annuities. Overall, Kelley emphasizes the importance of working with a knowledgeable financial advisor to create a solid financial plan. The conversation covers various topics related to investment strategies and financial planning. The main themes include the volatility of stocks and the need for insured products, diversification and creating income, the difference between robo-advisors and personalized service, emotional investing and staying invested, creating a stable allocation of assets, fixing portfolio problems and looking at balance sheets, protecting family values and legacy, and contacting California Wealth Advisors. You can reach Kelley Slaught at 800-810-8060. California Wealth Advisors

We all know the bucket list so what would go in the un-bucket list?  That would be things to avoid so you can have a successful retirement.  That’s the discussion with Kelley at the beginning of the podcast as she talks about knowing when you can retire so you don’t work longer than necessary, not being lonely and now having an unfulfilled retirement, and not squandering the early “go-go” years.  Then the conversation moves to considerations married couples must give to have a good team effort in retirement. You can reach Kelley Slaught at 800-810-8060. California Wealth Advisors

Kelley answers the most frequently asked questions about annuities.  How do they differ from traditional savings and brokerage accounts?  What are the benefits and potential drawbacks?  What types of annuities are there?  Get the answers in this podcast.  The conversation then shifts to that transition in your financial life from accumulation to the necessary strategies in retirement. Contact Kelley Slaught at 800-810-8060. California Wealth Advisors

Warnings of what could harm your retirement start off the podcast with a discussion on having a budget, automating your savings and payments, planning for healthcare costs, and not relying too heavily on being able to work longer.  Then we take a look at what a retirement portfolio stress test could be for you. You can reach Kelley Slaught by calling 800-810-8060. California Wealth Advisors

Kelley provides the answers to some commonly asked and very important questions regarding proper retirement planning.  She also looks at what should be considered in shoring up your retirement in the new year.  These include revisiting your household budget, checking your emergency fund, tackling debt, establishing financial goals, and reviewing your asset allocation. You can reach Kelley Slaught by calling 800-810-8060. California Wealth Advisors

Kelley adds a Christmas theme in showing how we can learn from the ghosts of Christmas past for a more secure retirement future.  She covers market conditions, Social Security, taxes, inflation, long term care, and income. You can reach Kelley Slaught by calling 800-810-8060. California Wealth Advisors

Kelley cuts through some harsh realities of retirement planning and offers solutions.  Some issues covered are the amount of bear markets to expect, needing more than Social Security, and longevity.  How should you mirror the traits of successful CEOs in our retirement?  That’s also covered in this podcast. You can reach Kelley Slaught at 800-810-8060. California Wealth Advisors

Kelley talks about what we need to consider strategically as the year draws to a close.  Most of the bullet points are about good tax moves.  She also looks at changes to Social Security coming in 2024 including the COLA, maximum taxable earnings increasing as well as the earnings test.  Then the conversation turns to what you may face in retirement such as restlessness and the need to re-define yourself. You can reach Kelley Slaught by calling 800-810-8060. California Wealth Advisors

It’s all financial related questions answered by Kelley in this podcast.  Subjects include annuities, pensions, inheritance, 1031 exchanges, and 401(k)s. You can reach Kelley Slaught at 800-810-8060. California Wealth Advisors

Kelley discusses withdrawal in retirement and breaks down the potential win and lose strategies.  What questions need to be answered in comprehensive retirement planning?  That’s covered in categories such as Social Security and spousal claiming strategies, budgeting, 401(k) maneuvers, taxes, and income building. You can reach Kelley Slaught by calling 800-810-8060. California Wealth Advisors

The 2023 Mercer CFA Institute’s Global Pension Index recently rated retirement systems around the world.  The U.S. earned a C+.  Kelley examines that and discusses ten steps to strongly consider in an effort to score an A+ in your retirement. You can reach Kelley Slaught by calling 800-810-8060. California Wealth Advisors

Kelley runs through some common excuses people give for not seeking the help of a financial professional when nearing retirement.  She counters these with good reasons why it is critical to work with a financial partner.  Some excuses are: “I’m a DIY (do it yourself) person” Scary! “I’m already retired” Don’t forget second opinion. “I get my advice from friends and family”  “I don’t know where to begin” A phone call is a good first step. You can reach Kelley Slaught by calling 800-810-8060. California Wealth Advisors

Kelley addresses common retirement fears and offers solutions to overcome them.  Some of the fears include inflation, Social Security and the future of it, market volatility, and the cost of health care.  Kelley also discusses some things you should do and some things you should avoid in your retirement planning process. You can reach Kelley Slaught at 800-810-8060. California Wealth Advisors

Kelley offers good warnings on scams and tips on how to avoid becoming a scam victim.  She also demonstrates how she acts as a coach for people in helping them maximize their savings before launching their retirement. You can reach Kelley Slaught at 800-810-8060. California Wealth Advisors

Kelley reminds us of what can happen when we make assumptions.  It can be even more serious when they are retirement assumptions.  She clarifies some common ones such as thinking you’ll retire at 65, underestimating how long you’ll live, and on how much you think you’ll spend in retirement. You can reach Kelley Slaught at 800-810-8060. California Wealth Advisors

Honoring Financial Literacy Month, the game is Financial Jeopardy covering retirement facts to make sure you’re not in financial jeopardy.  Categories include Important Retirement Ages, Penalties and Fees, Retirement Savings Vehicles, and Retirement Rules of Thumb. You can reach Kelley Slaught by calling 800-810-8060. California Wealth Advisors

Kelley runs down some expenses that can eat away at your savings when you’re in retirement.  They include healthcare, home ownership, inflation, taxes, and longevity.  She also looks into having the financial and retirement mindset and strategies that can build confidence in your journey to and through retirement. You can reach Kelley Slaught by calling 800-810-8060. California Wealth Advisors

Kelley dissects some of the more notable quotes from legendary investor Warren Buffet.  She discusses some words of wisdom from the Oracle of Omaha in his overall investment mindset, his number one rule in investing, and what he means when he says his mistakes have been of omission.  Kelley also shares some strategies to implement and some to avoid in helping to make sure you don’t run out of money in retirement and then goes over some hypothetical case studies. You can reach Kelley Slaught by calling 800-810-8060. California Wealth Advisors

Kelley starts the conversation by breaking down the massive baby boomer generation and discussing what needs to be considered by middle and late baby boomers.  She devotes the rest of the podcast to cutting through misinformation and declaring whether retirement statements are fact, fiction, or somewhere in between. You can reach Kelley Slaught by calling 800-810-8060. California Wealth Advisors

Kelley starts with a look at a recent survey showing disturbing signs of insecurity among Americans approaching retirement.  Great suggestions are offered in helping to build confidence.  She also examines why people may procrastinate in implementing some good financial practices and discusses helpful tips in moving on these strategies. Reach out to Kelley at 800-810.8060. California Wealth Advisors

It's all listener questions on this podcast.  Kelley's tackles questions such as: How do I save on taxes? How much do I need to retire? What should I do with my cash? and more You can reach Kelley at 800-810-8060. California Wealth Advisors

We can learn from celebrities even when they make mistakes.  Kelley covers some bad celebrity financial moves from not having proper estate planning to overspending to getting in trouble over taxes.  She further gives tips on mistakes to avoid such as failing to have a tax plan, estate plan, or diversification.  How can you beef up your savings?  You’ll find some good suggestions in this podcast. You can reach Kelley Slaught at 800-810-8060. California Wealth Advisors

At the opening of football season, Kelley discusses good offensive and defensive strategies to consider in retirement planning.  She talks about going on the offense with income built in, building wealth, diversifying, and creating a budget.  Defensive measures include bridging gaps, building an emergency fund, creating an estate plan, considering appropriate insurance, and looking at protective long term care strategies. You can reach Kelley Slaught at 800-810-8060. California Wealth Advisors

Kelley interprets quotes from George Foreman, Chris Rock, and Jonathan Clements and ties them into good retirement thinking.  2024 is the year of Peak 65. The largest number of Americans ever will reach age 65.   What should you be considering if you are nearing retirement.  That is also part of the conversation. You can reach Kelley Slaught at 800-810-8060. California Wealth Advisors

Kelley shares insight into our current climate and factors to consider given higher inflation and higher interest rates.  She also breaks down a survey reflecting confidence levels of those in the Generation X and baby boomer generations. You can reach Kelley Slaught at 800-810-8060. California Wealth Advisors

Kelley answers vital retirement questions ranging from FRA for Social Security to Roth strategies and from contribution limits to tax considerations.  She then dives into five critical components of retirement financial planning.  They are investment, tax, and income strategies, estate planning, and healthcare planning. You can reach Kelley Slaught at 800-810-8060. California Wealth Advisors

Kelley talks about the holistic approach to building income in a comprehensive retirement plan.  She then moves into a conversation about the S in her MAS proprietary process which would be the safe strategies that are important to consider. You can reach Kelley Slaught by calling 800-810-8060. California Wealth Advisors

What are some of the standard retirement rules?  How have they withstood the test of time?  How could they be good starting points.  Kelley covers the 4 percent rule, the Rule of 72, the 60/40 Stock/Bond Rule, and the Rule of 100.  She also gives information on Social Security in the form of a quiz. You can reach Kelley Slaught by calling 800-810-8060. California Wealth Advisors

What should you be considering now to help avoid retirement regrets?  Kelley covers everything from proper savings strategies to strategies for couples and building a realistic spending plan.  She also breaks down a lot of the claiming rules and strategies with Social Security. You can reach Kelley Slaught by calling 800-810-8060. California Wealth Advisors

Kelley discusses the best proactive responses to retirement strategies including long-term care, health care, living on pre-taxed income, and factoring inflation.  She also addresses concerns of pre-retirees and retirees and offer good questions to ask of yourself.  These include:  “do I have a plan” “do I have a budget” “do I have income built into my plan” “am I working with a retirement specialist?” You can reach Kelley Slaught by calling 800-810-8060. California Wealth Advisors

Kelley demonstrates all of the considerations in gauging someone’s risk tolerance with questions to help determine the kind of investor they are to how they would react in the event of negative market activity.   She featured comments from Warren Buffett on staying the course and discussed how we should look at bonds in today’s climate. You can reach Kelley Slaught by calling 800-810-8060. California Wealth Advisors

Kelley covers strategies to help build tax efficiency.  They include considering an in-service rollover from your 401(k), Roth IRA conversion, and life insurance.  Kelley devotes the rest of the podcast to answering questions from listeners. You can reach Kelley Slaught by calling 800-810-8060. California Wealth Advisors

Kelley addresses some of the reasons people give for putting off seeking the help of a financial retirement professional including a feeling of being overwhelmed by it, thinking they don’t have enough money, and thinking it would be too expensive.  She looks how your financial strategies should be adjusted when you’re getting closer to retirement and then breaks down how retirement can be more expensive than most of us think and how to prepare for that. You can reach Kelley Slaught by calling 800-810-8060. California Wealth Advisors

Kelley dedicates the entire podcast to answering listener questions on matters such as real estate, Social Security claiming strategies, long term care protection, and relocating after retirement. You can reach Kelley Slaught by calling 800-810-8060. California Wealth Advisors

What is the significance of the age of 65 in the retirement universe?  Kelley covers some things to consider when you reach this age such as Medicare signup, a bigger standard deduction, and decisions on Social Security as you’re not yet at full retirement age.  She also offers tips on maximizing your retirement dollars and looks at rebalancing your 401(k) or IRA. You can reach Kelley Slaught by calling 800-810-8060. California Wealth Advisors

Kelley discusses the top answers from participants in a 2023 EBRI Employee Benefit Research Institute retirement confidence survey.  She cites results on concerns of pre-retirees and retirees in their comfort level on reaching retirement and living comfortably in retirement.  Kelley moves into strategies to consider in the financial red zone, 5-10 years from retirement.  She then discusses the advantages to consider when looking at the Roth IRA option. You can reach Kelley Slaught by calling 800-810-8060. California Wealth Advisors

Kelley explains the importance of building income sources in your retirement and making sure they are in line with your expected expenses.  She dives into the subject of behavioral finance and how all the components relate to retirement planning.  She also highlights ways that money could be wasted in retirement such as excessive fees, overpayment in taxes, overspending, and ignoring healthcare costs. You can reach Kelley Slaught by calling 800-810-8060. California Wealth Advisors