In this episode, Kelley Slaught discusses the importance of having a written plan for retirement and the benefits of a comprehensive and customized approach. She emphasizes the need for budgeting and tracking expenses, as well as creating income strategies in retirement. Kelley also highlights the importance of risk management, estate planning, and legacy passing. She provides insights into spousal financial strategies and ways to boost retirement savings.

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

California Wealth Advisors

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In this episode, Kelley discusses important topics related to retirement planning. She covers mistakes to avoid in retirement investments, the cost of living longer, maximizing Social Security benefits, tax planning, implications of divorce in retirement, leaving unequal inheritances, working part-time in retirement, retiring at different times, putting losses into perspective, utilizing the mass proprietary process, and the importance of liquid reserves. The conversation covers the basics of annuities, estate planning and asset titling.

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

California Wealth Advisors

See omnystudio.com/listener for privacy information.

In this episode Kelley Slaught discusses various aspects of risk and retirement planning. She emphasizes the importance of assessing and altering risk in retirement, including managing health risks and long-term care. Kelley also highlights the significance of estate planning and the risks of improper or no estate planning. She addresses the risk of improper tax planning and the importance of asset allocation. Additionally, Kelly discusses the changes in retirement planning over the past 50 years and the need to prepare for longer retirements. Lastly, she highlights the four pillars of service offered by California Wealth Advisors, which include investment management, risk management, estate planning, and creating a family office.

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

California Wealth Advisors

See omnystudio.com/listener for privacy information.

In this episode, Kelley Slaught discusses the importance of keeping your financial house in order and the challenges that many people face in doing so. She emphasizes the need for a comprehensive financial plan that covers risk management, estate planning, and investment strategies. Kelley also addresses the importance of avoiding medical malpractice and probate issues. She provides insights into the benefits of diversification and the potential advantages of investing in annuities. Overall, Kelley emphasizes the importance of working with a knowledgeable financial advisor to create a solid financial plan. The conversation covers various topics related to investment strategies and financial planning. The main themes include the volatility of stocks and the need for insured products, diversification and creating income, the difference between robo-advisors and personalized service, emotional investing and staying invested, creating a stable allocation of assets, fixing portfolio problems and looking at balance sheets, protecting family values and legacy, and contacting California Wealth Advisors.

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

California Wealth Advisors

See omnystudio.com/listener for privacy information.

We all know the bucket list so what would go in the un-bucket list?  That would be things to avoid so you can have a successful retirement.  That’s the discussion with Kelley at the beginning of the podcast as she talks about knowing when you can retire so you don’t work longer than necessary, not being lonely and now having an unfulfilled retirement, and not squandering the early “go-go” years.  Then the conversation moves to considerations married couples must give to have a good team effort in retirement.

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

California Wealth Advisors

See omnystudio.com/listener for privacy information.

Kelley answers the most frequently asked questions about annuities.  How do they differ from traditional savings and brokerage accounts?  What are the benefits and potential drawbacks?  What types of annuities are there?  Get the answers in this podcast.  The conversation then shifts to that transition in your financial life from accumulation to the necessary strategies in retirement.

Contact Kelley Slaught at 800-810-8060.

California Wealth Advisors

See omnystudio.com/listener for privacy information.

Warnings of what could harm your retirement start off the podcast with a discussion on having a budget, automating your savings and payments, planning for healthcare costs, and not relying too heavily on being able to work longer.  Then we take a look at what a retirement portfolio stress test could be for you.

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

California Wealth Advisors

See omnystudio.com/listener for privacy information.

Kelley provides the answers to some commonly asked and very important questions regarding proper retirement planning.  She also looks at what should be considered in shoring up your retirement in the new year.  These include revisiting your household budget, checking your emergency fund, tackling debt, establishing financial goals, and reviewing your asset allocation.

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

California Wealth Advisors

See omnystudio.com/listener for privacy information.

Kelley adds a Christmas theme in showing how we can learn from the ghosts of Christmas past for a more secure retirement future.  She covers market conditions, Social Security, taxes, inflation, long term care, and income.

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

California Wealth Advisors

See omnystudio.com/listener for privacy information.

Kelley cuts through some harsh realities of retirement planning and offers solutions.  Some issues covered are the amount of bear markets to expect, needing more than Social Security, and longevity.  How should you mirror the traits of successful CEOs in our retirement?  That’s also covered in this podcast.

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

California Wealth Advisors

See omnystudio.com/listener for privacy information.