Kelley discusses essential strategies for investing in retirement, emphasizing the importance of diversification and having a solid plan. She highlights common mistakes people make in retirement planning, such as trying to beat the market or keeping too much money in cash.  Kelley also addresses the challenges of managing real estate investments and the benefits of using annuities for income generation. The conversation is packed with insights on how to achieve financial objectives and avoid costly blunders in retirement.

 Reach Kelley at 800-810-8060.

California Wealth Advisors

www.californiawealthadvisors.com

 

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