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

Avoid the Biggest Retirement Blunders
56:25

The Transition From Accumulation to Distribution
56:24

Retirement Strategies for a Secure Future
56:22