Kelley's Bull Market News with Kelley Slaught
Kelley's Bull Market News brings you the latest retirement news and planning tips from leading expert Kelley Slaught of California Wealth Advisors. Tune in as we explore the world of maximizing social security, minimizing taxation and fees and making sure your dollars are working for you and not your broker.
Episodes
Kelley Slaught discusses essential strategies for maintaining financial stability in retirement. She emphasizes the importance of budgeting, adjusting withdrawal strategies, and exploring additional income sources. The conversation also delves into the significance of life insurance in wealth preservation and estate planning, highlighting its evolving role. Kelley shares practical tips and insights to help listeners navigate ...
Kelley talks about the multifaceted challenges of retirement planning, emphasizing the importance of addressing investment risks, inflation, healthcare costs, and market volatility. She highlights the need for proactive financial planning and budgeting to avoid pitfalls such as impulse spending and credit card debt. The discussion also touches on the significance of having a comprehensive financial plan that includes estate plannin...
Kelley discusses the critical aspects of retirement spending, including budgeting, income solutions, and common financial mistakes to avoid. She emphasizes the importance of having a structured financial plan and understanding the role of annuities in retirement. The conversation also highlights the need for diversification in investment portfolios and the significance of taking advantage of employer-sponsored retirement plans.
Re...
Kelley discusses the current financial landscape, focusing on inflation, tariffs, and social security, while also comparing how different generations approach retirement planning. The conversation emphasizes the importance of diversification, professional financial advice, and proactive strategies to prepare for retirement amidst economic uncertainties. Kelley discusses various aspects of wealth management, focusing on strate...
In this episode, Kelley Slaught discusses the unique challenges and opportunities for those retiring in 2025. She emphasizes the importance of early planning, understanding Medicare, managing inflation, and diversifying income streams. Kelley also highlights strategic approaches to Social Security, debt management, and the necessity of estate planning to ensure a secure financial future.
Reach Kelley at 800-810-8060.
Kelley discusses the essential steps to replace your paycheck in retirement, emphasizing the importance of a detailed budget and understanding various income streams. She highlights common mistakes made by baby boomers, such as underestimating longevity and ignoring inflation. Additionally, Kelley addresses the need for planning for long-term care and medical costs, advocating for a holistic approach to financial planning that incl...
Kelley discusses the latest Consumer Price Index (CPI) report, its implications for inflation, and how it affects retirees. She emphasizes the importance of having a solid financial plan that accounts for inflation and healthcare costs. The conversation transitions into retirement planning, addressing key questions that individuals nearing retirement should consider, including budgeting, income needs, and legacy planning. Kel...
Kelley Slaught discusses the financial strategies of wealthy individuals, emphasizing the importance of early and consistent investing, maximizing tax advantages, and diversifying investments. She highlights the need for professional guidance in financial planning and the significance of creating multiple income streams. The conversation also covers long-term planning, the strategic use of debt, and the critical nature of estate pl...
Kelley discusses essential strategies for investing in retirement, emphasizing the importance of diversification and having a solid plan. She highlights common mistakes people make in retirement planning, such as trying to beat the market or keeping too much money in cash. Kelley also addresses the challenges of managing real estate investments and the benefits of using annuities for income generation. The conversation is pac...
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, leverag...
Kelley Slaught discusses the multifaceted nature of retirement, emphasizing that it encompasses more than just financial numbers. She highlights the importance of defining personal retirement goals, creating a tailored retirement plan, and understanding the various phases of retirement. The discussion also touches on the significance of historical wisdom in financial planning and the necessity of continuous learning and adaptation ...
Kelley discusses essential strategies for achieving a financially healthy retirement. She covers topics such as the importance of budgeting, understanding retirement readiness, optimizing financial strategies, preparing for retirement expenses, managing healthcare costs, eliminating debt, optimizing social security benefits, and reassessing investment portfolios. The discussion emphasizes the need for comprehensive planning a...
Kelley Slaught discusses the critical concept of risk tolerance in retirement planning, emphasizing the importance of aligning investment strategies with individual risk profiles. She highlights the need for a protective financial strategy, including emergency funds and insurance, to safeguard retirement assets. The conversation also touches on the significance of planning for a fulfilling retirement, addressing common challenges r...
Kelley Slaught discusses the importance of understanding 401(k) plans and avoiding common blunders that can hinder retirement savings. She emphasizes the need for continuous contributions, the risks of taking loans from 401k accounts, and the significance of diversification in investment strategies. Kelley also highlights the emotional aspects of investing and the necessity of having a personalized investment strategy to navigate t...
Kelley shares timeless investment strategies that can help individuals grow their wealth and secure a comfortable retirement. The conversation covers essential topics such as the power of compounding, diversification, the importance of patience and discipline in investing, and the need for a customized approach to wealth management. Kelley also explores various cash management options, including savings accounts, money funds, and u...
Kelley discusses various financial strategies for the New Year, focusing on improving financial positions through budgeting, maximizing retirement contributions, evaluating insurance coverage, and understanding asset allocation. She emphasizes the importance of tailoring financial plans to individual needs and risk tolerances, while also addressing market volatility and inflation.
Reach Kelley Slaught at 800-810-8060.
Kelley Slaught discusses critical investment mistakes to avoid, the importance of diversification, and the risks associated with home equity. She emphasizes the need for professional financial planning, the significance of revisiting household budgets, and managing debt before retirement. Additionally, Kelly highlights the importance of setting and tracking financial goals, reassessing asset allocation for risk management, and prep...
Kelley Slaught discusses the impending wealth transfer from baby boomers to younger generations, emphasizing the importance of financial literacy, especially for women and millennials. She highlights the need for cultural competence in financial planning and the significance of having a professional wealth manager. The discussion also covers common retirement savings missteps, catch-up opportunities for late savers, and strategies ...
Kelley discusses various strategies to avoid taxes, particularly focusing on real estate and business sales. She emphasizes the importance of tax planning for high-income earners and the benefits of diversifying retirement accounts. The conversation also covers income generation in retirement, the role of annuities, and common blunders to avoid in retirement planning.
Reach Kelley at 800-810-8060.
Kelley discusses various strategies to avoid taxes, particularly focusing on real estate and business sales. She emphasizes the importance of tax planning for high-income earners and the benefits of diversifying retirement accounts. The conversation also covers income generation in retirement, the role of annuities, and common blunders to avoid in retirement planning.
Reach Kelley at 800-810-8060.
Popular Podcasts
Ding dong! Join your culture consultants, Matt Rogers and Bowen Yang, on an unforgettable journey into the beating heart of CULTURE. Alongside sizzling special guests, they GET INTO the hottest pop-culture moments of the day and the formative cultural experiences that turned them into Culturistas. Produced by the Big Money Players Network and iHeartRadio.
Daniel Jeremiah of Move the Sticks and Gregg Rosenthal of NFL Daily join forces to break down every team's needs this offseason.
Does hearing about a true crime case always leave you scouring the internet for the truth behind the story? Dive into your next mystery with Crime Junkie. Every Monday, join your host Ashley Flowers as she unravels all the details of infamous and underreported true crime cases with her best friend Brit Prawat. From cold cases to missing persons and heroes in our community who seek justice, Crime Junkie is your destination for theories and stories you won’t hear anywhere else. Whether you're a seasoned true crime enthusiast or new to the genre, you'll find yourself on the edge of your seat awaiting a new episode every Monday. If you can never get enough true crime... Congratulations, you’ve found your people. Follow to join a community of Crime Junkies! Crime Junkie is presented by audiochuck Media Company.
The World's Most Dangerous Morning Show, The Breakfast Club, With DJ Envy And Charlamagne Tha God!
The Clay Travis and Buck Sexton Show. Clay Travis and Buck Sexton tackle the biggest stories in news, politics and current events with intelligence and humor. From the border crisis, to the madness of cancel culture and far-left missteps, Clay and Buck guide listeners through the latest headlines and hot topics with fun and entertaining conversations and opinions.