Kelley discusses essential strategies for retirees to navigate the current economic landscape. She emphasizes the importance of revisiting retirement income plans, understanding market volatility, and creating a needs versus wants budget. Kelley also highlights the significance of rebalancing portfolios and the benefits of dollar cost averaging. Throughout the conversation, she addresses common concerns about long-term care and the psychological aspects of retirement planning, encouraging listeners to stay calm and focused on their financial goals.
Reach Kelley at 800-810-8060.
www.californiawealthadvisors.com
See omnystudio.com/listener for privacy information.
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