Kelley discusses various topics related to retirement and financial planning. She covers the need for proactive financial planning, concerns about the retirement crisis and Social Security, the benefits of annuities, and strategies for maximizing Social Security. She also touches on the impact of inflation on retirement savings. Kelley emphasizes the importance of taking a comprehensive approach to financial planning, considering factors such as taxes, estate planning, and risk management.

Reach Kelley Slaught at 800-810-8060.

California Wealth Advisors

See omnystudio.com/listener for privacy information.