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 defines the different types of annuities and discusses the pros and cons of each.  She covers immediate, fixed, variable, and fixed index annuities.  She also offers tips on the right questions to ask when you meet with a financial advisor.

800-810-8060

California Wealth Advisors

Kelley defines the different types of annuities and discusses the pros and cons of each.&nbsp; She covers immediate, fixed, variable, and fixed index annuities.&nbsp; She also offers tips on the right questions to ask when you meet with a financial advisor.
800-810-8060
<a href="https://californiawealthadvisors.com">California Wealth Advisors</a>

A Rational Conversation on Annuities

Kelley explains how a solid plan beats a gut feeling, hope, or luck in order to potentially secure a successful retirement.  She covers Social Security timing, smart debt management, healthcare, long-term care, estate, and lifestyle planning.  She also speaks to the fear of spending many have in retirement and addresses way to bring more comfort into spending.

 800-810-8060

California Wealth Advisors

Kelley explains how a solid plan beats a gut feeling, hope, or luck in order to potentially secure a successful retirement.&nbsp; She covers Social Security timing, smart debt management, healthcare, long-term care, estate, and lifestyle planning.&nbsp; She also speaks to the fear of spending many have in retirement and addresses way to bring more comfort into spending.
&nbsp;800-810-8060
<a href="https://californiawealthadvisors.com">California Wealth Advisors</a>

Retirement Planning Beats Luck Every Time

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>

Social Security Timing and Strategy

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Kelley's Bull Market News with Kelley Slaught

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