Kelley's Bull Market News with Kelley Slaught

Kelley discusses various topics related to retirement and financial planning. She covers the need for proactive financial planning, concerns about the retirement crisis and Social Security, the benefits of annuities, and strategies for maximizing Social Security. She also touches on the impact of inflation on retirement savings. Kelley emphasizes the importance of taking a comprehensive approach to financial planning, considering f...

Kelley Slaught clears up misconceptions about retirement and provides tips for saving more. The first misconception is the 4% rule, which suggests that taking out 4% of your investment portfolio will last for your life. Kelley argues that it's important to take out income that matches your budget, rather than relying on a fixed percentage. She also emphasizes the need to save more in retirement and tailor-make portfolios based on i...

Kelley discusses the biggest financial regrets Americans face and provides tips on how to avoid them. She also emphasizes the importance of starting early, involving both spouses in financial planning, and creating a comprehensive retirement plan. Additionally, Kelley highlights the benefits of annuities and the importance of budgeting and managing spending in retirement.

Reach Kelley at 800-810-8060.

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Kelley discusses retirement savings strategies for those starting in their 50s. She emphasizes the importance of starting early and highlights the power of compounding. Kelley provides examples of how even starting later in life can still lead to significant savings. She also discusses the importance of reassessing retirement goals and considering downsizing or relocating to improve financial position. Kelley explores low-risk inve...

In this conversation, Kelley discusses various tips and strategies to help individuals prepare for retirement. She covers topics such as different types of retirement accounts, managing finances as a couple, the importance of organized financial records, and the benefits of diversification and risk management. Kelley also mentions upcoming webinars and seminars on real estate investment opportunities. In this conversation, Kelly Sl...

Kelley Slaught discusses five important questions about inflation and its impact on retirement plans. She also covers common financial blunders and the importance of having a long-term financial plan. Kelly emphasizes the need for diversification in portfolios and the potential risks of keeping all money in cash. She also addresses the issue of feeling trapped by real estate and offers strategies for maximizing assets. Finally, Kel...

In this episode, Kelley exposes the dangers of bad financial advice that goes viral on social media. She discusses the prevalence of misleading information and emphasizes the importance of consulting with a professional financial advisor. Kelley also highlights the significance of 401(k)s in building wealth and debunks misconceptions about the FIRE (Financial Independence Retire Early) movement. Lastly, she addresses a viral scam c...

In this conversation, Kelley Slaught discusses retirement planning concerns and strategies. The conversation covers topics such as the impact of the economy on retirement, challenges with interest rates and real estate, government spending and inflation, and the importance of a comprehensive financial plan. The conversation also explores the limitations of the 4% rule in retirement planning and the drawbacks of the 60-40 rule. Kell...

On this episode, Kelley discusses considerations before retiring early including managing debt and aligning investment portfolios with retirement goals. She also addresses health coverage considerations and the importance of mental preparation for retirement. Kelley then explores distribution strategies in retirement, focusing on the types of retirement accounts and their tax implications. She explains the order of withdrawals from...

In this episode, Kelley Slaught discusses various aspects of financial planning and provides valuable insights and advice. The conversation covers topics such as reviewing your financial house, building an emergency fund, paying off debt, boosting contributions to retirement accounts, assessing asset allocation, and avoiding emotional investment decisions. Kelley emphasizes the importance of having a personalized financial plan and...

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 leavin...

Kelley covers what is and isn’t taxable in retirement.  She describes how Social Security benefits, pensions, interest-bearing accounts, stocks, bonds, dividends, and your traditional 401(k) and IRA could be subject to taxation.  She also discusses annuities and life insurance.  She moves into the fun part of retirement with a conversation about defining your bucket list items and reminds listeners that she provides a good starting...

In this conversation, Kelley discusses the importance of estate planning and the various documents involved. She emphasizes the need to update trust documents regularly and highlights the importance of beneficiary designations. Kelley also counters bad financial advice, such as borrowing from retirement accounts during emergencies and relying solely on Social Security benefits in retirement. She stresses the importance of personali...

In this episode, Kelley Slaught discusses the importance of having a written plan for retirement and the benefits of a comprehensive and customized approach. She emphasizes the need for budgeting and tracking expenses, as well as creating income strategies in retirement. Kelley also highlights the importance of risk management, estate planning, and legacy passing. She provides insights into spousal financial strategies and ways to ...

In this episode, Kelley discusses important topics related to retirement planning. She covers mistakes to avoid in retirement investments, the cost of living longer, maximizing Social Security benefits, tax planning, implications of divorce in retirement, leaving unequal inheritances, working part-time in retirement, retiring at different times, putting losses into perspective, utilizing the mass proprietary process, and the import...

In this episode Kelley Slaught discusses various aspects of risk and retirement planning. She emphasizes the importance of assessing and altering risk in retirement, including managing health risks and long-term care. Kelley also highlights the significance of estate planning and the risks of improper or no estate planning. She addresses the risk of improper tax planning and the importance of asset allocation. Additionally, Kelly d...

In this episode, Kelley Slaught discusses the importance of keeping your financial house in order and the challenges that many people face in doing so. She emphasizes the need for a comprehensive financial plan that covers risk management, estate planning, and investment strategies. Kelley also addresses the importance of avoiding medical malpractice and probate issues. She provides insights into the benefits of diversification and...

We all know the bucket list so what would go in the un-bucket list?  That would be things to avoid so you can have a successful retirement.  That’s the discussion with Kelley at the beginning of the podcast as she talks about knowing when you can retire so you don’t work longer than necessary, not being lonely and now having an unfulfilled retirement, and not squandering the early “go-go” years.  Then the conversation moves to cons...