In this episode, Kelley Slaught discusses the evolving landscape of retirement planning for high net worth individuals and business owners. She emphasizes the need for tailored strategies that account for tax implications, healthcare costs, and legacy planning. The conversation also covers the impact of recent legislation, such as Secure Act 2.0, on retirement planning and the importance of proactive financial management.

 Reach Kelley at 800-810-8060.

California Wealth Advisors

www.californiawealthadvisors.com

See omnystudio.com/listener for privacy information.

Kelley discusses the critical question of retirement readiness, exploring the signs that indicate one may be prepared to retire. She emphasizes the importance of financial planning, debt management, and healthcare coverage as key factors in achieving a secure and happy retirement. The conversation also delves into the emotional aspects of retirement, highlighting the significance of having a purpose and maintaining strong relationships. Listeners' questions about financial decisions and strategies are addressed, providing valuable insights into navigating retirement and financial planning effectively.

Reach Kelley at 800-810-8060.

California Wealth Advisors

www.californiawealthadvisors.com

See omnystudio.com/listener for privacy information.

In this episode, Kelley Slaught discusses common financial mistakes that baby boomers make as they approach retirement. She emphasizes the importance of understanding Social Security, the necessity of early savings, and the rising healthcare costs that can impact retirement plans. Kelley also highlights the significance of balancing risk in investment portfolios, the emotional aspects of retirement decisions, and the need for flexibility in planning. Additionally, she addresses the importance of crisis-proofing retirement plans against economic downturns and the role of emergency funds. The episode concludes with 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 discusses various strategies for retirement planning, focusing on hidden financial assets that can enhance retirement income. She emphasizes the importance of utilizing life insurance policies, health savings accounts, and alternative investments. The conversation also covers the concept of phased retirement, allowing individuals to transition gradually into retirement while maintaining income. Additionally, listener questions address common concerns about diversification, annuities, and tax strategies when selling assets. Kelley encourages proactive planning to ensure a comfortable retirement.

Reach Kelley at 800-810-8060.

California Wealth Advisors

www.californiawealthadvisors.com

See omnystudio.com/listener for privacy information.

Kelley discusses essential financial truths for those nearing or in retirement, emphasizing the need for personalized financial plans. The conversation covers universal financial truths, including the impact of inflation and taxes, and the importance of creating sustainable income in retirement. Kelley also revisits common parental financial advice, adapting it to modern realities, and highlights the significance of achieving peace of mind in financial planning.

Reach Kelley at 800-810-8060.

California Wealth Advisors

www.californiawealthadvisors.com

See omnystudio.com/listener for privacy information.

In this episode, Kelley Slaught discusses various strategies to optimize 401k plans, including tax-saving techniques and the benefits of annuities. She emphasizes the importance of understanding the nuances of retirement planning, including tax implications and the role of annuities in providing guaranteed income. The conversation also highlights common misconceptions about annuities and the need for professional guidance in selecting the right financial products for individual needs.

Reach Kelley at 800-810-8060.

California Wealth Advisors

www.californiawealthadvisors.com

See omnystudio.com/listener for privacy information.

In this episode of Kelley's Bull Market News, Kelley Slaught discusses the importance of maintaining a comprehensive financial plan, which includes not only investments but also risk management, estate planning, and income strategies for retirement. She emphasizes the need for personalized plans that address individual circumstances, particularly in light of increasing longevity and the complexities of modern financial markets.

Reach Kelley at 800-810-8060.

California Wealth Advisors

www.californiawealthadvisors.com

See omnystudio.com/listener for privacy information.

Kelley discusses essential strategies for retirement planning amidst market volatility. She emphasizes the importance of creating solid income streams, preparing for long-term care costs, and utilizing Roth conversions to optimize tax benefits. The conversation also covers innovative funding solutions for long-term care and the significance of a balanced investment strategy. Listeners are provided with a comprehensive checklist to ensure they are financially ready for retirement, highlighting the need for personalized planning and diversification.

Reach Kelley at 800-810-8060.

California Wealth Advisors

www.californiawealthadvisors.com

See omnystudio.com/listener for privacy information.

Kelley covers the significant changes in retirement planning over the past two decades, emphasizing the need for personalized financial strategies. She highlights the importance of creating income streams for retirement, understanding the limitations of Medicare, and the necessity of planning for a longer life expectancy. The discussion also covers various strategies for maximizing retirement income, including the benefits of employer matching contributions and the importance of starting to save early. 

Reach Kelley at 800-810-8060.

California Wealth Advisors

www.californiawealthadvisors.com

See omnystudio.com/listener for privacy information.

Kelley discusses the importance of holistic retirement planning, emphasizing that it encompasses more than just financial assets.  She explains the differences between traditional and holistic planning, the role of technology, and various tax strategies that can enhance retirement outcomes.

Reach Kelley at 800-810-8060.

California Wealth Advisors

www.californiawealthadvisors.com

See omnystudio.com/listener for privacy information.