Kelley discusses common retirement mistakes, the importance of personalized planning, and strategies to optimize your financial future. Learn how to avoid costly errors and create a tailored retirement plan that works for you.

800-810-8060

California Wealth Advisors

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In this episode, Kelley discusses critical retirement planning topics including pension options, inherited IRAs, tax strategies, and the importance of personalized financial planning.  Kelley shares insights to help listeners make informed decisions for a secure retirement.

800-810-8060

California Wealth Advisors

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In this episode, Kelley discusses critical retirement planning strategies, including managing concentrated stock positions, inherited IRAs, and tax-efficient gifting. She emphasizes the importance of proactive planning to avoid costly mistakes and ensure a secure financial future.

800-810-8060

California Wealth Advisors

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In this comprehensive episode, Kelley discusses essential retirement planning strategies, including early retirement considerations, homeownership decisions, spousal planning, and tax-efficient asset management. Perfect for those nearing or in retirement, this show offers expert insights to help you build confidence and craft a personalized financial plan.

800-810-8060

California Wealth Advisors

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Kelley Slaught discusses retirement planning, building income streams, managing longevity risks, and handling life changes like divorce and the death of a spouse. This episode offers insights on creating a secure financial future and avoiding common pitfalls.

 800-810-8060

California Wealth Advisors

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Join Kelley Slaught, owner and CEO of California Wealth Advisors, as she shares insights on retirement income planning, tax strategies, estate planning, and navigating the complexities of retirement finances.  Kelley also discusses a proactive approach with inflation during the retirement years.  Learn how to avoid common blunders and create a tailored plan for a secure financial future.

800-810-8060

California Wealth Advisors

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Kelley discusses essential retirement planning strategies, including Social Security timing, tax planning, and investment diversification, to help listeners build confidence and avoid common pitfalls in their financial journey.               

800-810-8060

California Wealth Advisors                                                                                                                                                                                                                     

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In this episode, Kelley discusses the impact of social media on financial perceptions, the FIRE movement, and how to navigate online financial advice. She emphasizes personalized strategies for retirement planning, avoiding trends, and making informed decisions to achieve financial security.

800-810-8060

California Wealth Advisors

See omnystudio.com/listener for privacy information.

Kelley discusses common retirement mistakes, the importance of personalized planning, and strategies to optimize your financial future. Learn how to avoid costly errors and create a tailored retirement plan that works for you.

800-810-8060

California Wealth Advisors

See omnystudio.com/listener for privacy information.

Kelley opens with the strategies necessary to help ensure retirees go through that retirement transition from saving to distributing with confidence and peace of mind.  She then moves into the different layers of income in retirement while also stressing the need to be properly diversified.

 Reach Kelley at 800-810-8060.

California Wealth Advisors

See omnystudio.com/listener for privacy information.