Kelley discusses essential financial truths for those nearing or in retirement, emphasizing the need for personalized financial plans. The conversation covers universal financial truths, including the impact of inflation and taxes, and the importance of creating sustainable income in retirement. Kelley also revisits common parental financial advice, adapting it to modern realities, and highlights the significance of achieving peace of mind in financial planning.

Reach Kelley at 800-810-8060.

California Wealth Advisors

www.californiawealthadvisors.com

 

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