Kelley's Bull Market News with Kelley Slaught

Kelley discusses lessons from Warren Buffett's Investor's Playbook and how they can be applied to retirement planning. She emphasizes the importance of having a long-term strategy and sticking with it, as well as being patient and not jumping on every investment opportunity. Kelley also highlights the need for professional wealth management and diversification to mitigate risk. The episode covers various Buffett quotes that provide...

Kelley discusses various topics related to financial planning and investing. The conversation covers the importance of diversification, the role of a financial advisor, common misconceptions, and red flags to watch out for when choosing a financial professional. Kelley emphasizes the need for a personalized approach to financial planning and the importance of communication and transparency in the advisor-client relationship.

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Kelley discusses the impact of election years on investment decisions, the historical performance of the stock market during election years, and the importance of staying invested.  She also covers the significance of long-term investment strategies, the pitfalls of trying to time the market, and the role of professional wealth management in financial planning. The conversation covers a range of financial topics, including investme...

Kelley covers a comprehensive review of financial planning on a month-by-month basis, addressing topics such as financial goals, inflation, taxes, Medicare, Social Security, and long-term care. The discussion emphasizes the importance of planning, organization, and financial awareness to achieve financial independence and security.  Kelley Slaught, the owner and CEO of California Wealth Advisors, discusses the impact of inflation o...

The conversation covers a range of financial and retirement planning topics, including monetary policy, withdrawal rates, social security, and tax management. Kelley emphasizes the importance of personalized financial planning and the need to avoid one-size-fits-all approaches. She also discusses the role of financial advisors in managing assets and creating income streams for retirement. The conversation provides insights into the...

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.

California Wealth Advisors

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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...