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

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