Kelley's Bull Market News with Kelley Slaught

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

May 17, 2024 52 mins

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.

California Wealth Advisors

S...

Mark as Played

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...

Mark as Played
May 3, 2024 53 mins

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...

Mark as Played
April 26, 2024 53 mins

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...

Mark as Played
April 19, 2024 53 mins

In this conversation, Kelley discusses lessons from golf that can be applied to retirement planning. She covers topics such as using the right tools for investment planning, avoiding mistakes, planning for and taking care of your financial house, and the importance of patience, discipline, and dedication.

Reach Kelley at 800-810-8060.

California Wealth Advisors

See omnystudio.com/listener for privacy information.

Mark as Played
April 12, 2024 52 mins

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...

Mark as Played
April 5, 2024 53 mins

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...

Mark as Played
March 29, 2024 57 mins

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...

Mark as Played
March 22, 2024 57 mins

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...

Mark as Played
March 15, 2024 57 mins

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...

Mark as Played
March 8, 2024 56 mins

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...

Mark as Played
March 1, 2024 57 mins

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...

Mark as Played
February 23, 2024 57 mins

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 ...

Mark as Played
February 16, 2024 55 mins

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...

Mark as Played
February 9, 2024 55 mins

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...

Mark as Played
February 2, 2024 55 mins

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...

Mark as Played
January 26, 2024 55 mins

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...

Mark as Played
January 19, 2024 55 mins

Kelley answers the most frequently asked questions about annuities.  How do they differ from traditional savings and brokerage accounts?  What are the benefits and potential drawbacks?  What types of annuities are there?  Get the answers in this podcast.  The conversation then shifts to that transition in your financial life from accumulation to the necessary strategies in retirement.

Contact Kelley Slaught at 800-810-8060.

Calif...

Mark as Played
January 12, 2024 55 mins

Warnings of what could harm your retirement start off the podcast with a discussion on having a budget, automating your savings and payments, planning for healthcare costs, and not relying too heavily on being able to work longer.  Then we take a look at what a retirement portfolio stress test could be for you.

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

California Wealth Advisors

See omnystudio.com/listener for privacy ...

Mark as Played
January 5, 2024 55 mins

Kelley provides the answers to some commonly asked and very important questions regarding proper retirement planning.  She also looks at what should be considered in shoring up your retirement in the new year.  These include revisiting your household budget, checking your emergency fund, tackling debt, establishing financial goals, and reviewing your asset allocation.

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

Californ...

Mark as Played

Popular Podcasts

    Current and classic episodes, featuring compelling true-crime mysteries, powerful documentaries and in-depth investigations.

    The Nikki Glaser Podcast

    Every week comedian and infamous roaster Nikki Glaser provides a fun, fast-paced, and brutally honest look into current pop-culture and her own personal life.

    Stuff You Should Know

    If you've ever wanted to know about champagne, satanism, the Stonewall Uprising, chaos theory, LSD, El Nino, true crime and Rosa Parks, then look no further. Josh and Chuck have you covered.

    Crime Junkie

    If you can never get enough true crime... Congratulations, you’ve found your people.

    Start Here

    A straightforward look at the day's top news in 20 minutes. Powered by ABC News. Hosted by Brad Mielke.

Advertise With Us
Music, radio and podcasts, all free. Listen online or download the iHeart App.

Connect

© 2024 iHeartMedia, Inc.