Kelley discusses the critical aspects of retirement spending, including budgeting, income solutions, and common financial mistakes to avoid. She emphasizes the importance of having a structured financial plan and understanding the role of annuities in retirement. The conversation also highlights the need for diversification in investment portfolios and the significance of taking advantage of employer-sponsored retirement plans.

Reach Kelley at 800-810-8060.

California Wealth Advisors

www.californiawealthadvisors.com

 

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