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Kelley talks about essential strategies for growing your nest egg wisely, busting common retirement myths, and the importance of estate planning. She emphasizes the need for proactive financial management, including maximizing retirement account contributions, understanding tax implications, and preparing for the future through effective estate planning. The episode also features 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 talks about essential strategies for growing your nest egg wisely, busting common retirement myths, and the importance of estate planning. She emphasizes the need for proactive financial management, including maximizing retirement account contributions, understanding tax implications, and preparing for the future through effective estate planning. The episode also features 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.
3,198 Listeners