Kelley discusses various financial objectives, including budgeting, emergency funds, debt management, retirement goals, asset allocation, estate planning, life insurance, retirement savings, income needs, and longevityTopics covered include venturing into real estate as an income stream, building steady income in retirement, preparing for required minimum distributions (RMDs), preparing for retirement, and long-term care and leaving an inheritance. Kelley provides insights and advice on each topic, emphasizing the importance of diversification, risk management, and forward thinking.

You can reach Kelley by calling 800-810-8060.

California Wealth Advisors

See omnystudio.com/listener for privacy information.