Kelley discusses essential strategies for a successful retirement, debunks common myths, and addresses the unique challenges faced by couples who retire at different times. She emphasizes the importance of planning, budgeting, and understanding the implications of Social Security, taxes, and healthcare in retirement. The episode also features listener questions, providing expert insights on various financial topics.
Reach Kelley 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