TEASE AFTER SOUND EFFECT

In this episode, Kelley discusses essential retirement planning strategies, including spending, pensions, lump sums, working in retirement, and tax considerations. Kelley offers information to help listeners make informed decisions for a secure and confident retirement.

800-810-8060

California Wealth Advisors

In this episode, Kelley discusses essential retirement planning strategies, including spending, pensions, lump sums, working in retirement, and tax considerations. Kelley offers information to help listeners make informed decisions for a secure and confident retirement.
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 Spending Strategies

Kelley Slaught discusses essential retirement planning strategies, including managing longevity risk, healthcare costs, tax planning, and early retirement considerations. This episode provides practical advice for building a secure and flexible retirement plan.

800-810-8060

California Wealth Advisors

Kelley Slaught discusses essential retirement planning strategies, including managing longevity risk, healthcare costs, tax planning, and early retirement considerations. This episode provides practical advice for building a secure and flexible retirement plan.
800-810-8060
<a href="https://californiawealthadvisors.com">California Wealth Advisors</a>

Money Through Retirement

In this episode, Kelley Slaught discusses essential retirement planning strategies, including Social Security timing, tax-efficient withdrawals, portfolio adjustments, and the importance of personalized financial plans. Learn how to optimize your income streams and avoid common pitfalls as you approach and enter retirement.

800-810-8060

California Wealth Advisors

In this episode, Kelley Slaught discusses essential retirement planning strategies, including Social Security timing, tax-efficient withdrawals, portfolio adjustments, and the importance of personalized financial plans. Learn how to optimize your income streams and avoid common pitfalls as you approach and enter retirement.
800-810-8060
<a href="https://californiawealthadvisors.com">California Wealth Advisors</a>

Social Security Timing and Strategy

In this episode of Kelley's Bull Market News, Kelley Slaught discusses essential strategies for retirement planning, including 401k rollovers, annuities, and tax planning to help listeners optimize their financial future.

800-810-8060

California Wealth Advisors

In this episode of Kelley's Bull Market News, Kelley Slaught discusses essential strategies for retirement planning, including 401k rollovers, annuities, and tax planning to help listeners optimize their financial future.
800-810-8060
<a href="https://californiawealthadvisors.com">California Wealth Advisors</a>

Retirement Spending Strategies

In 1 playlist(s)

Kelley's Bull Market News with Kelley Slaught

Social links

Follow podcast

Recent clips