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 and all the opportunities that can be taken advantage of.
Reach California Wealth Advisors at 800-810-8060.
www.californiawealthadvisors.com

Avoid the Biggest Retirement Blunders
56:12

Avoid Retirement Mistakes
56:25

Pension Choices and Inherited IRAs
56:25