Kelley discusses the unique mindset and strategies of the wealthy when it comes to retirement planning. She emphasizes the importance of starting early, staying consistent, and maximizing tax-advantaged accounts. The conversation also covers common financial mistakes to avoid, such as trying to beat the market and keeping too much money in cash. Additionally, Kelley answers key retirement planning questions and addresses listener inquiries, providing valuable insights into effective wealth management and investment strategies.

Reach Kelley at 800-810-8060.

California Wealth Advisors

www.californiawealthadvisors.com

 

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