TEASE AFTER SOUND EFFECT

This conversation delves into the intricate world of behavioral finance, exploring how emotions and biases can significantly impact financial decisions, particularly in retirement planning.  Kelley emphasizes the importance of having a structured financial plan, the role of professional wealth management, and the necessity of educating future generations about financial responsibility. The discussion also highlights common pitfalls in financial decision-making and the importance of communication in legacy planning.

Reach Kelley at 800-810-8060.

California Wealth Advisors

www.californiawealthadvisors.com

 

This conversation delves into the intricate world of behavioral finance, exploring how emotions and biases can significantly impact financial decisions, particularly in retirement planning.&nbsp; Kelley emphasizes the importance of having a structured financial plan, the role of professional wealth management, and the necessity of educating future generations about financial responsibility. The discussion also highlights common pitfalls in financial decision-making and the importance of communication in legacy planning.
Reach Kelley at 800-810-8060.
<a href="https://californiawealthadvisors.com">California Wealth Advisors</a>
<a href="https://www.californiawealthadvisors.com">www.californiawealthadvisors.com</a>
&nbsp;

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

The Emotional Side of Financial Planning

Kelley discusses the essential components of a happy retirement, emphasizing the importance of planning, budgeting, and maintaining strong relationships. She highlights the need for a structured income strategy, the significance of health and wealth, and the necessity of effective communication between partners regarding finances. The conversation also covers practical strategies for managing investments, preparing for emergencies, and navigating tax implications when selling assets. Listeners are encouraged to take proactive steps in their retirement planning to ensure a fulfilling and secure future.

Reach Kelley at 800-810-8060.

California Wealth Advisors

www.californiawealthadvisors.com

 

Kelley discusses the essential components of a happy retirement, emphasizing the importance of planning, budgeting, and maintaining strong relationships. She highlights the need for a structured income strategy, the significance of health and wealth, and the necessity of effective communication between partners regarding finances. The conversation also covers practical strategies for managing investments, preparing for emergencies, and navigating tax implications when selling assets. Listeners are encouraged to take proactive steps in their retirement planning to ensure a fulfilling and secure future.
Reach Kelley at 800-810-8060.
<a href="https://californiawealthadvisors.com">California Wealth Advisors</a>
<a href="https://www.californiawealthadvisors.com">www.californiawealthadvisors.com</a>
&nbsp;

Unlocking the Secrets to a Happy Retirement

+ YYYY-MM-DD Slaught SN# 59.30

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Kelley discusses strategies designed to keep your portfolio protected against all market scenarios.  She also covers the aspects of behavioral finance and how everyone needs to maintain control over our emotions in financial planning.  Kelley then moves into a discussion on today’s life insurance and all the opportunities that can be taken advantage of.

Reach California Wealth Advisors at 800-810-8060.

California Wealth Advisors

www.californiawealthadvisors.com

 

Kelley discusses strategies designed to keep your portfolio protected against all market scenarios.&nbsp; She also covers the aspects of behavioral finance and how everyone needs to maintain control over our emotions in financial planning.&nbsp; Kelley then moves into a discussion on today&rsquo;s life insurance and all the opportunities that can be taken advantage of.
Reach California Wealth Advisors at 800-810-8060.
<a href="https://californiawealthadvisors.com">California Wealth Advisors</a>
<a href="https://www.californiawealthadvisors.com">www.californiawealthadvisors.com</a>
&nbsp;

Portfolio Protection

In this episode, Kelley Slaught discusses essential financial strategies for retirement, focusing on the importance of planning in the financial red zone, estate planning, tax strategies, and managing debt. The conversation also includes listener questions, providing insights into annuities, retirement planning, and the significance of having a comprehensive financial plan. Kelley emphasizes the need for personalized strategies to ensure peace of mind and financial security in retirement.

Reach California Wealth Advisors at 800-810-8060.

California Wealth Advisors

www.californiawealthadvisors.com

 

In this episode, Kelley Slaught discusses essential financial strategies for retirement, focusing on the importance of planning in the financial red zone, estate planning, tax strategies, and managing debt. The conversation also includes listener questions, providing insights into annuities, retirement planning, and the significance of having a comprehensive financial plan. Kelley emphasizes the need for personalized strategies to ensure peace of mind and financial security in retirement.
Reach California Wealth Advisors at 800-810-8060.
<a href="https://californiawealthadvisors.com">California Wealth Advisors</a>
<a href="https://www.californiawealthadvisors.com">www.californiawealthadvisors.com</a>
&nbsp;

The Emotional Side of Financial Planning

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Kelley's Bull Market News with Kelley Slaught

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