TEASE AFTER SOUND EFFECT

In this episode, Kelley discusses the critical aspects of retirement planning, including beneficiary designations, handling unexpected expenses, and making smart decisions for a secure financial future. Kelly shares insights on how to prepare for life's surprises and optimize your retirement strategy.

800-810-8060

California Wealth Advisors

In this episode, Kelley discusses the critical aspects of retirement planning, including beneficiary designations, handling unexpected expenses, and making smart decisions for a secure financial future. Kelly shares insights on how to prepare for life's surprises and optimize your retirement strategy.
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

Your Beneficiary Form Has a Job

Kelley Slaught and Dave Perkins discuss questions about a portfolio's upside, downside, potential income and tax treatment. They connect those investment decisions to the personal side of retirement and the value of a plan tailored to your own situation.

Call 800-810-8060 to ask about a personal retirement review. Kelley's Bull Market News with Kelley Slaught.

Kelley Slaught and Dave Perkins discuss questions about a portfolio's upside, downside, potential income and tax treatment. They connect those investment decisions to the personal side of retirement and the value of a plan tailored to your own situation.Call 800-810-8060 to ask about a personal retirement review. <a href="https://www.californiawealthadvisors.com/">Kelley's Bull Market News with Kelley Slaught</a>.

Kelley Slaught discusses portfolio risk, retirement income, taxes and planning for how you want to live after work.

Four Questions to Ask About Your Retirement Portfolio

The balance in your retirement account is only part of the picture when withdrawals begin. Kelley Slaught and Dave Perkins discuss strategies for managing 401(k) taxes, building a retirement income plan, and weighing investment choices against your needs. Call California Wealth Advisors at 800-810-8060 or visit californiawealthadvisors.com to start a conversation.

The balance in your retirement account is only part of the picture when withdrawals begin. Kelley Slaught and Dave Perkins discuss strategies for managing 401(k) taxes, building a retirement income plan, and weighing investment choices against your needs. Call California Wealth Advisors at 800-810-8060 or visit californiawealthadvisors.com to start a conversation.

Your 401(k) Tax Bill and the Income Plan Behind Retirement

Kelley talks about organizing your retirement dollars in a way that they are properly working for you.  She also discusses building a plan that will give you confidence in your retirement spending.

 800-810-8060

California Wealth Advisors

Kelley talks about organizing your retirement dollars in a way that they are properly working for you.&nbsp; She also discusses building a plan that will give you confidence in your retirement spending.
&nbsp;800-810-8060
<a href="https://californiawealthadvisors.com">California Wealth Advisors</a>

Your Beneficiary Form Has a Job

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Kelley's Bull Market News with Kelley Slaught

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