TEASE AFTER SOUND EFFECT

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 pitfalls, and prepare for a secure financial future.

 Reach California Wealth Advisors at 800-810-8060.

California Wealth Advisors

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.&nbsp; &nbsp;Learn how to optimize your retirement planning, avoid common pitfalls, and prepare for a secure financial future.
&nbsp;Reach California Wealth Advisors at 800-810-8060.
<a href="https://californiawealthadvisors.com">California Wealth Advisors</a>

Kelley's Bull Market News brings you the latest retirement news and planning tips from leading expert Kelley Slaught of California Wealth Advisors. Tune in as we explore the world of maximizing social security, minimizing taxation and fees and making sure your dollars are working for you and not your broker.

Kelley's Bull Market News with Kelley Slaught

Retirement Myths Debunked by Kelly 

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 retires.  Other topics covered include estate planning and strategies for diversification and tax efficiency.

Reach Kelley at 800-810-8060.

California Wealth Advisors

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.&nbsp; Kelley also describes the benefits of running through a &ldquo;practice&rdquo; retirement before one actually retires.&nbsp; Other topics covered include estate planning and strategies for diversification and tax efficiency.
Reach Kelley at 800-810-8060.
<a href="https://californiawealthadvisors.com">California Wealth Advisors</a>

Gain Financial Control

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 fulfilling retirement.

Reach Kelley at 800-810-8060.

California Wealth Advisors

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 fulfilling retirement.
Reach Kelley at 800-810-8060.
<a href="https://californiawealthadvisors.com">California Wealth Advisors</a>

Emotional and Financial Strategies for Retirement Success

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 Medicare premium.  Kelley also talks about good tax planning and some important things to be aware of if you start a business in retirement.

Reach Kelley at 800-810-8060.

California Wealth Advisors

Kelley speaks to the critical need for proper planning even before you make that transition into retirement.&nbsp; 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 Medicare premium.&nbsp; Kelley also talks about good tax planning and some important things to be aware of if you start a business in retirement.
Reach Kelley at 800-810-8060.
<a href="https://californiawealthadvisors.com">California Wealth Advisors</a>

Retirement Myths Debunked by Kelly

Kelley's Bull Market News with Kelley Slaught

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Kelley's Bull Market News with Kelley Slaught

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