Kelley discusses the importance of early retirement planning, the significant wealth transfer expected from baby boomers, and effective tax strategies for retirement. The conversation emphasizes the need for proactive financial planning to prepare for unexpected life changes and the importance of educating heirs about managing inherited wealth. Listener questions cover various topics, including tax implications of selling a business and strategies for improving annuity performance.

 Reach Kelley at 800-810-8060.

California Wealth Advisors

www.californiawealthadvisors.com

 

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