Kelley discusses various strategies for managing 401k plans, including tax-saving techniques and the role of annuities in retirement planning. She emphasizes the importance of having a comprehensive financial plan that includes tax strategies, estate planning, and risk management. The conversation also addresses common misconceptions about annuities and the need for proper diversification in investment portfolios. Listeners are encouraged to take proactive steps in organizing their financial houses and to seek professional guidance for their unique situations.

Reach Kelley at 800-810-8060.

California Wealth Advisors

www.californiawealthadvisors.com

 

See omnystudio.com/listener for privacy information.