TEASE AFTER SOUND EFFECT

Kelley Slaught, CEO of California Wealth Advisors, shares insights on retirement planning, risk management, and investment strategies to ensure a secure and prosperous retirement. Discover how to avoid common pitfalls, optimize income, and protect your assets in this comprehensive guide.

Reach Kelley at 800-810-8060.

California Wealth Advisors

Kelley Slaught, CEO of California Wealth Advisors, shares insights on retirement planning, risk management, and investment strategies to ensure a secure and prosperous retirement. Discover how to avoid common pitfalls, optimize income, and protect your assets in this comprehensive guide.
Reach Kelley 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

Risks to Avoid in Retirement

In this episode of Kelley's Bull Market News, Kelly discusses critical red flags in financial planning and retirement, including budget pitfalls, tax strategies, healthcare costs, and exit planning for business owners.  Learn how to identify canaries in the coal mine and avoid costly mistakes to secure your financial future.

Reach Kelley at 800-810-8060.

California Wealth Advisors

In this episode of Kelley's Bull Market News, Kelly discusses critical red flags in financial planning and retirement, including budget pitfalls, tax strategies, healthcare costs, and exit planning for business owners.&nbsp; Learn how to identify canaries in the coal mine and avoid costly mistakes to secure your financial future.
Reach Kelley at 800-810-8060.
<a href="https://californiawealthadvisors.com">California Wealth Advisors</a>

Financial Red Flags

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

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>

Risks to Avoid in Retirement

In 1 playlist(s)

Kelley's Bull Market News with Kelley Slaught

Social links

Follow podcast

Recent clips