Kelley Slaught discusses essential strategies for maintaining financial stability in retirement. She emphasizes the importance of budgeting, adjusting withdrawal strategies, and exploring additional income sources. The conversation also delves into the significance of life insurance in wealth preservation and estate planning, highlighting its evolving role. Kelley shares practical tips and insights to help listeners navigate their retirement planning effectively.
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