Kelley discusses the critical aspects of retirement planning, focusing on taxes, required minimum distributions (RMDs), estate planning, and strategies for managing income in retirement. She emphasizes the importance of proactive tax strategies, the role of trusts in estate planning, and the benefits of life insurance as a financial tool. Kelley also addresses listener questions about annuities, social security, and the importance of diversification in retirement portfolios.

 Reach Kelley at 800-810-8060.

California Wealth Advisors

www.californiawealthadvisors.com

See omnystudio.com/listener for privacy information.

Kelley discusses the importance of early retirement planning, the significant wealth transfer expected from baby boomers, and effective tax strategies for retirement. The conversation emphasizes the need for proactive financial planning to prepare for unexpected life changes and the importance of educating heirs about managing inherited wealth. Listener questions cover various topics, including tax implications of selling a business and strategies for improving annuity performance.

 Reach Kelley at 800-810-8060.

California Wealth Advisors

www.californiawealthadvisors.com

See omnystudio.com/listener for privacy information.

Kelley talks about the critical strategies for retirement planning, focusing on the importance of understanding withdrawals from retirement accounts, the implications of Required Minimum Distributions (RMDs), and common mistakes to avoid. She also delves into the complexities of annuities, providing insights into their various types and how they can fit into a retirement strategy. Listener questions highlight the need for effective tax strategies and the importance of having a comprehensive financial plan.

Reach Kelley at 800-810-8060.

California Wealth Advisors

www.californiawealthadvisors.com

See omnystudio.com/listener for privacy information.

Kelley discusses essential strategies for a successful retirement, debunks common myths, and addresses the unique challenges faced by couples who retire at different times. She emphasizes the importance of planning, budgeting, and understanding the implications of Social Security, taxes, and healthcare in retirement. The episode also features listener questions, providing expert insights on various financial topics.

Reach Kelley at 800-810-8060.

California Wealth Advisors

www.californiawealthadvisors.com

See omnystudio.com/listener for privacy information.

Kelley Slaught discusses the importance of giving while living, exploring how retirees can share their wealth joyfully and strategically. The conversation transitions into the bucket strategy for income generation, emphasizing the need for a diversified approach to retirement planning. Kelley also revisits the 4% rule for retirement withdrawals, questioning its relevance in today's financial landscape. The episode concludes with listener questions, addressing various financial strategies and tax-saving opportunities.

Reach Kelley at 800-810-8060.

California Wealth Advisors

www.californiawealthadvisors.com

See omnystudio.com/listener for privacy information.

Kelley discusses essential strategies for retirees to manage their tax burdens, navigate market corrections, and make informed decisions for a smooth retirement. The conversation covers the importance of understanding tax implications, the benefits of Roth conversions, and the significance of passive income streams. Kelley also addresses common listener questions regarding retirement income and investment portfolios, emphasizing the need for personalized financial planning.

Reach Kelley at 800-810-8060.

California Wealth Advisors

www.californiawealthadvisors.com

See omnystudio.com/listener for privacy information.

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

See omnystudio.com/listener for privacy information.

Kelley talks about essential strategies for growing your nest egg wisely, busting common retirement myths, and the importance of estate planning. She emphasizes the need for proactive financial management, including maximizing retirement account contributions, understanding tax implications, and preparing for the future through effective estate planning. The episode also features listener questions, providing practical advice on various financial topics.

Reach Kelley at 800-810-8060.

California Wealth Advisors

www.californiawealthadvisors.com

See omnystudio.com/listener for privacy information.

Kelley covers strategies that can build an income component in your retirement that can mimic your paycheck.  She talks about calculating your retirement expenses, assessing your savings, developing a withdrawal strategy, and exploring additional income sources.  She also warns of retirement mistakes some boomers and older members of Generation X could be making.  Kelley also covers real estate strategies in retirement.

Reach Kelley at 800-810-8060.

California Wealth Advisors

www.californiawealthadvisors.com

See omnystudio.com/listener for privacy information.

Kelley discusses the unique mindset and strategies of the wealthy when it comes to retirement planning. She emphasizes the importance of starting early, staying consistent, and maximizing tax-advantaged accounts. The conversation also covers common financial mistakes to avoid, such as trying to beat the market and keeping too much money in cash. Additionally, Kelley answers key retirement planning questions and addresses listener inquiries, providing valuable insights into effective wealth management and investment strategies.

Reach Kelley at 800-810-8060.

California Wealth Advisors

www.californiawealthadvisors.com

See omnystudio.com/listener for privacy information.