Kelley discusses the importance of holistic retirement planning, emphasizing that it encompasses more than just financial assets. She explains the differences between traditional and holistic planning, the role of technology, and various tax strategies that can enhance retirement outcomes. Reach Kelley at 800-810-8060. California Wealth Advisors www.californiawealthadvisors.com See omnystudio.com/listener for privacy information.
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56:09
Action Steps for Retirement Readiness
Kelley discusses essential strategies for retirees to navigate the current economic landscape. She emphasizes the importance of revisiting retirement income plans, understanding market volatility, and creating a needs versus wants budget. Kelley also highlights the significance of rebalancing portfolios and the benefits of dollar cost averaging. Throughout the conversation, she addresses common concerns about long-term care and the psychological aspects of retirement planning, encouraging listeners to stay calm and focused on their financial goals. Reach Kelley at 800-810-8060. California Wealth Advisors www.californiawealthadvisors.com See omnystudio.com/listener for privacy information.
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56:10
Strategies for Pre-Retirees in Today's Economy
Kelley addresses the pressing financial concerns facing individuals today, particularly those approaching retirement. The conversation covers strategies for navigating market volatility, the importance of diversification, and proactive tax planning. Kelley emphasizes the need for a comprehensive financial plan to mitigate risks associated with economic uncertainty and offers insights on how to identify trustworthy financial advisors. The episode aims to empower listeners with actionable strategies to secure their financial future. Reach Kelley at 800-810-8060. California Wealth Advisors www.californiawealthadvisors.com See omnystudio.com/listener for privacy information.
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56:31
Avoiding Financial Blunders
Kelley stresses the importance of maintaining a steady investment strategy amidst market volatility. She emphasizes the need for sustainable withdrawal plans in retirement, the dangers of high-risk investments, and the significance of tax-efficient strategies. Kelley also highlights the importance of healthcare and long-term care planning, and the role of annuities in providing guaranteed income. The conversation wraps up with a focus on common investment blunders and how to avoid them, ensuring listeners are well-informed and prepared for their financial futures. Reach Kelley at 800-810-8060. California Wealth Advisors www.californiawealthadvisors.com See omnystudio.com/listener for privacy information.
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56:05
Building a Lasting Business Legacy
Kelley discusses the importance of planning for business succession and personal legacy as one approaches retirement. She emphasizes the need for clear communication regarding succession plans, financial organization, and the significance of creating a lasting impact beyond business. The discussion also explores the evolving concept of retirement, suggesting a shift towards a more fulfilling 'thrive time' rather than traditional retirement, and highlights the importance of leisure and personal fulfillment in this new phase of life. Reach Kelley at 800-810-8060. California Wealth Advisors www.californiawealthadvisors.com See omnystudio.com/listener for privacy information.
About Kelley's Bull Market News with Kelley Slaught
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.
Listen to Kelley's Bull Market News with Kelley Slaught, Working Hard with Grace Beverley and many other podcasts from around the world with the radio.net app
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