Kelley discusses various financial strategies for the New Year, focusing on improving financial positions through budgeting, maximizing retirement contributions, evaluating insurance coverage, and understanding asset allocation. She emphasizes the importance of tailoring financial plans to individual needs and risk tolerances, while also addressing market volatility and inflation.

Reach Kelley Slaught at 800-810-8060.

California Wealth Advisors

www.californiawealthadvisors.com

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Kelley Slaught discusses critical investment mistakes to avoid, the importance of diversification, and the risks associated with home equity. She emphasizes the need for professional financial planning, the significance of revisiting household budgets, and managing debt before retirement. Additionally, Kelly highlights the importance of setting and tracking financial goals, reassessing asset allocation for risk management, and preparing key questions for retirement planning.

Reach Kelley at 800-810-8060.

California Wealth Advisors

www.californiawealthadvisors.com

See omnystudio.com/listener for privacy information.

Kelley Slaught discusses the impending wealth transfer from baby boomers to younger generations, emphasizing the importance of financial literacy, especially for women and millennials. She highlights the need for cultural competence in financial planning and the significance of having a professional wealth manager. The discussion also covers common retirement savings missteps, catch-up opportunities for late savers, and strategies for balancing risk and reward in investments.

Reach Kelley at 800-810-8060.

California Wealth Advisors

www.californiawealthadvisors.com

See omnystudio.com/listener for privacy information.

Kelley discusses various strategies to avoid taxes, particularly focusing on real estate and business sales. She emphasizes the importance of tax planning for high-income earners and the benefits of diversifying retirement accounts. The conversation also covers income generation in retirement, the role of annuities, and common blunders to avoid in retirement planning.

Reach Kelley at 800-810-8060.

California Wealth Advisors

www.californiawealthadvisors.com

See omnystudio.com/listener for privacy information.

Kelley discusses various strategies to avoid taxes, particularly focusing on real estate and business sales. She emphasizes the importance of tax planning for high-income earners and the benefits of diversifying retirement accounts. The conversation also covers income generation in retirement, the role of annuities, and common blunders to avoid in retirement planning.

Reach Kelley at 800-810-8060.

California Wealth Advisors

www.californiawealthadvisors.com

See omnystudio.com/listener for privacy information.

Kelley addresses the complexities of retirement planning, focusing on overcoming fears associated with transitioning into retirement. They emphasize the importance of creating a budget and income strategy to ensure a successful retirement. The discussion also delves into the role of annuities as a financial tool, highlighting their benefits, including guaranteed income and downside protection.

Reach Kelley at 800-810-8060.

California Wealth Advisors

www.californiawealthadvisors.com

See omnystudio.com/listener for privacy information.

Kelley warns of red flags to spot when searching for the right financial professional.  She used pre-produced skits spotlighting bad financial advisor traits as a fun way to show what to be vigilant about.  Kelley also takes the time to provide answers to some of the most important retirement questions people ask.

Reach Kelley at 800-810-8060.

California Wealth Advisors

www.californiawealthadvisors.com

See omnystudio.com/listener for privacy information.

Kelley discusses common investment mistakes that individuals make, particularly in the context of retirement planning. She emphasizes the importance of having a strategic plan tailored to individual needs, understanding investment risks and returns, and the significance of diversification. Kelley also addresses the challenges of spending in retirement, the potential pitfalls of real estate investments, and the necessity of balancing risk and return to ensure a stable income in retirement.

Reach Kelley at 800-810-8060.

California Wealth Advisors

See omnystudio.com/listener for privacy information.

In this episode of Kelley's Bull Market News, Kelley discusses the implications of recent interest rate cuts on investment portfolios, debunks common myths surrounding retirement spending, highlights frequent investment pitfalls, and answers listener questions about financial strategies. The conversation emphasizes the importance of personalized financial planning and diversification to mitigate risks and enhance retirement income.

Reach Kelley at 800-810-8060.

California Wealth Advisors

See omnystudio.com/listener for privacy information.

Kelley answers questions from listeners about various financial topics such as real estate, creating income in retirement, long-term care, pensions, taxes, and annuities. Kelley provides insights and advice tailored to each individual's situation, emphasizing the importance of having a comprehensive plan and diversifying investments. She also highlights the benefits of working with California Wealth Advisors and the various programs they offer to help clients achieve their financial goals.

Reach Kelley at 800-810-8060.

California Wealth Advisors

See omnystudio.com/listener for privacy information.