Kelley talks about the importance of reviewing old annuities in light of current market conditions, strategies for a successful retirement, and how to manage income and spending effectively. She emphasizes the significance of debt management, estate planning, and healthcare considerations in retirement. Kelley also provides insights on creating a realistic budget and explores various income strategies to ensure financial stability. Listener questions are addressed, covering topics such as real estate investments and tax strategies.

Reach Kelley at 800-810-8060.

California Wealth Advisors

www.californiawealthadvisors.com

 

 

 

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