In this episode, Kelley discusses important topics related to retirement planning. She covers mistakes to avoid in retirement investments, the cost of living longer, maximizing Social Security benefits, tax planning, implications of divorce in retirement, leaving unequal inheritances, working part-time in retirement, retiring at different times, putting losses into perspective, utilizing the mass proprietary process, and the importance of liquid reserves. The conversation covers the basics of annuities, estate planning and asset titling.

You can reach Kelley by calling 800-810-8060.

California Wealth Advisors

See omnystudio.com/listener for privacy information.