Kelley discusses the importance of financial health, emphasizing the need for budgeting, managing debt, and creating a financial plan tailored to individual needs. She highlights the emotional aspects of money and its impact on mental health, while also providing insights into effective strategies for wealth management. The discussion transitions into lessons from historical figure Jacob Fugger, focusing on diversification, leveraging opportunities, and the significance of having a long-term vision in financial planning. Kelley encourages listeners to invest in their financial education and seek personalized advice for their financial futures.

Reach Kelley at 800-810-8060.

California Wealth Advisors

www.californiawealthadvisors.com

 

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