TEASE AFTER SOUND EFFECT

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>

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

Social Security Timing and Strategy

Kelley opens by explaining how focusing on just a big number like 1.46 million for retirement can create a false sense of secuityu.  She stresses the need to have a retirement plan which includes built in income.  The conversation also includes a warning from Kelley about being in the House-Rich Trap and offers tips on locating and properly allocating that old 401(k).

800-810-8060

California Wealth Advisors

Kelley opens by explaining how focusing on just a big number like 1.46 million for retirement can create a false sense of secuityu.&nbsp; She stresses the need to have a retirement plan which includes built in income.&nbsp; The conversation also includes a warning from Kelley about being in the House-Rich Trap and offers tips on locating and properly allocating that old 401(k).
800-810-8060
<a href="https://californiawealthadvisors.com">California Wealth Advisors</a>

Focus On the Retirement Plan:  Not a Number

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 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>

Social Security Timing and Strategy

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Kelley's Bull Market News with Kelley Slaught

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