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 discusses essential retirement planning strategies, including replacing your paycheck, avoiding common mistakes, and optimizing real estate and tax strategies to secure a comfortable retirement.
800-810-8060
See omnystudio.com/listener for privacy information.
Kelley discusses common retirement mistakes, the importance of personalized planning, and strategies to optimize your financial future. Learn how to avoid costly errors and create a tailored retirement plan that works for you.
800-810-8060
See omnystudio.com/listener for privacy information.
In this episode, Kelley discusses critical retirement planning topics including pension options, inherited IRAs, tax strategies, and the importance of personalized financial planning. Kelley shares insights to help listeners make informed decisions for a secure retirement.
800-810-8060
See omnystudio.com/listener for privacy information.
In this episode, Kelley discusses critical retirement planning strategies, including managing concentrated stock positions, inherited IRAs, and tax-efficient gifting. She emphasizes the importance of proactive planning to avoid costly mistakes and ensure a secure financial future.
800-810-8060
See omnystudio.com/listener for privacy information.
In this comprehensive episode, Kelley discusses essential retirement planning strategies, including early retirement considerations, homeownership decisions, spousal planning, and tax-efficient asset management. Perfect for those nearing or in retirement, this show offers expert insights to help you build confidence and craft a personalized financial plan.
800-810-8060
See omnystudio.com/listener for priva...
Kelley Slaught discusses retirement planning, building income streams, managing longevity risks, and handling life changes like divorce and the death of a spouse. This episode offers insights on creating a secure financial future and avoiding common pitfalls.
800-810-8060
See omnystudio.com/listener for privacy information.
Join Kelley Slaught, owner and CEO of California Wealth Advisors, as she shares insights on retirement income planning, tax strategies, estate planning, and navigating the complexities of retirement finances. Kelley also discusses a proactive approach with inflation during the retirement years. Learn how to avoid common blunders and create a tailored plan for a secure financial future.
800-810-8060
Kelley discusses essential retirement planning strategies, including Social Security timing, tax planning, and investment diversification, to help listeners build confidence and avoid common pitfalls in their financial journey.
800-810-8060
In this episode, Kelley discusses the impact of social media on financial perceptions, the FIRE movement, and how to navigate online financial advice. She emphasizes personalized strategies for retirement planning, avoiding trends, and making informed decisions to achieve financial security.
800-810-8060
See omnystudio.com/listener for privacy information.
Kelley discusses common retirement mistakes, the importance of personalized planning, and strategies to optimize your financial future. Learn how to avoid costly errors and create a tailored retirement plan that works for you.
800-810-8060
See omnystudio.com/listener for privacy information.
Kelley opens with the strategies necessary to help ensure retirees go through that retirement transition from saving to distributing with confidence and peace of mind. She then moves into the different layers of income in retirement while also stressing the need to be properly diversified.
Reach Kelley at 800-810-8060.
See omnystudio.com/listener for privacy information.
Kelley shares insights on retirement planning, risk management, and wealth strategies. Discover how to balance growth, income, and safety while avoiding common pitfalls in your financial journey.
Reach Kelley at 800-810-8060.
See omnystudio.com/listener for privacy information.
Kelley discusses comprehensive strategies for creating sustainable income in retirement, emphasizing layered income planning, tax diversification, and the importance of proactive planning to ensure financial confidence.
Reach Kelley at 800-810-8060.
See omnystudio.com/listener for privacy information.
Kelley Slaught, CEO of California Wealth Advisors, shares insights on retirement planning, risk management, and investment strategies to ensure a secure and prosperous retirement. Discover how to avoid common pitfalls, optimize income, and protect your assets in this comprehensive guide.
Reach Kelley at 800-810-8060.
See omnystudio.com/listener for privacy information.
In this episode of Kelley's Bull Market News, Kelly discusses critical red flags in financial planning and retirement, including budget pitfalls, tax strategies, healthcare costs, and exit planning for business owners. Learn how to identify canaries in the coal mine and avoid costly mistakes to secure your financial future.
Reach Kelley at 800-810-8060.
See omnystudio.com/listener for privacy informa...
Kelley discusses the impact of geopolitical events on the economy. More importantly, she focuses on the effects on our personal financial and retirement plan and how we can gain control in that area. Kelley also describes the benefits of running through a “practice” retirement before one actually retires. Other topics covered include estate planning and strategies for diversification and tax efficiency.
Reac...
In this comprehensive episode, Kelley Slaught discusses retirement myths, tax strategies, inheritance rules, and the new way of planning for non-spousal inherited IRAs since the stretch IRA was eliminated by original Secure Act. Learn how to optimize your retirement planning, avoid common pitfalls, and prepare for a secure financial future.
Reach California Wealth Advisors at 800-810-8060.
This episode features Kelley Slaught, a seasoned financial advisor, discussing the multifaceted aspects of retirement planning. Topics include emotional preparation, misunderstandings about investments, and the role of annuities, providing listeners with comprehensive strategies for a secure and fulfilling retirement.
Reach Kelley at 800-810-8060.
See omnystudio.com/listener for privacy information.
Kelley speaks to the critical need for proper planning even before you make that transition into retirement. She stresses what needs to be addressed in a good retirement plan including paycheck replacement income, your risk, and how your income from two years ago can determine what you pay in Medicare premium. Kelley also talks about good tax planning and some important things to be aware of if you start a business in r...
In this episode of Kelley's Bull Market News, Kelley Slaught discusses the evolving landscape of retirement, emphasizing the importance of planning for longer lifespans and the financial implications of longevity. She explores the outdated 4% rule, the risks associated with sequence of returns, and the necessity of tax strategies for a sustainable retirement. The conversation also highlights the rising healthcare costs and the intr...
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