In this episode, Kelley Slaught discusses various aspects of financial planning and provides valuable insights and advice. The conversation covers topics such as reviewing your financial house, building an emergency fund, paying off debt, boosting contributions to retirement accounts, assessing asset allocation, and avoiding emotional investment decisions. Kelley emphasizes the importance of having a personalized financial plan and a diversified portfolio. She also introduces the Mass Proprietary Process, which implements market, safe, and alternative strategies.

Reach Kelley at 800-810-8060.

California Wealth Advisors

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