Kelley breaks down how your financial planning should change when you reach the age of 60.  She then covers some important things to consider while utilizing your 401(k) and good strategies with that and other retirement saving tools and options.  What are red flags you may be missing on your road to retirement?  Kelley goes over a list of those and offers some solutions that could help you get back on track.

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

California Wealth Advisors

See omnystudio.com/listener for privacy information.

There are many people who may want to give “well-intentioned” but questionable tips on retirement.  Kelley stresses the importance of consulting a professional before making any decisions and she covers some commonly given questionable advice.  She also covers how retirement planning can be different for women and highlights some retirement mistakes to avoid.

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

California Wealth Advisors

See omnystudio.com/listener for privacy information.

Rules of thumb are approximate methods for doing something and certainly may need to be tweaked to adapt to changing times and situations.  Kelley discusses some investment and retirement rules of thumb everyone should know.  She also breaks down retirement planning for couples and how each spouse may view retirement differently.   She then covers much of what needs to be considered for retirement planning and how the strategies and line of thinking could be unique to that stage of your life.

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

California Wealth Advisors

See omnystudio.com/listener for privacy information.

How do you keep your finances in order when heading to retirement facing challenges like inflation and volatility?  Kelley discusses good measures in that regard as well as pointing out things to make sure you do not overlook as you’re heading to retirement.  She also covers some important questions that sometimes clients are hesitant to ask.

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

California Wealth Advisors

See omnystudio.com/listener for privacy information.

Inflation, taxes, and investment challenges are three major threats that could impact your retirement.  Paul offers suggestions of protection and proactive measures that can be implemented.  He also discusses planning long term for retirement to help alleviate the risk of longevity and explains why the help of a professional is so critical in today’s retirement planning.

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

California Wealth Advisors

See omnystudio.com/listener for privacy information.

No one can accurately predict the next bear market and when it will occur, but one thing is for sure.  You can prepare yourself for it and should if you are  approaching retirement.  Kelley outlines some moves that can help protect your retirement plan.  She also outlines ways to supercharge your retirement savings if you got a late start and covers some calculations to consider in helping determine your retirement launch date.

You can reach Kelley Slaught at 800-810-8060.

California Wealth Advisors

See omnystudio.com/listener for privacy information.

How do you keep your finances in order when heading to retirement facing challenges like inflation and volatility?  Kelley discusses good measures in that regard as well as pointing out things to make sure you do not overlook as you’re heading to retirement.  She also covers some important questions that sometimes clients are hesitant to ask.

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

California Wealth Advisors

See omnystudio.com/listener for privacy information.

How can you give your retirement accounts a good New Year’s workout?  Kelley discusses knowing your financial costs in retirement, understanding the impact of taxes, and creating a retirement paycheck.  She also covers five expenses that could hurt your retirement savings and introduces ways to keep the calm in times of market volatility.

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

California Wealth Advisors

See omnystudio.com/listener for privacy information.

Your fifties can be a critical time in your retirement saving process.  It’s the financial red zone.  Kelley warns against serious mistakes often made during this stage of your life when you’re so close to retirement.  She also shares some of the questions she asks of clients to get a better understanding of their financial situation and how they see their retirement.  She wraps it up with financial saving resolutions that can help strengthen your nest egg.

You can reach Kelley Slaught at California Wealth Advisors by calling 800-810-8060.

California Wealth Advisors

See omnystudio.com/listener for privacy information.

2022 will present some challenges such as inflation and possibly higher interest rates.  That’s why our retirement plans need to be robust as we meet those challenges head on.  Kelley Slaught gives us some things to consider such as tools and strategies to consider to help against inflation, higher interest rates, and possible slower economic growth.  She also presents options and strategies to build income streams in retirement and tips to boost your retirement nest egg.

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

California Wealth Advisors

See omnystudio.com/listener for privacy information.