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April 11, 2025 56 mins

Kelley talks about the multifaceted challenges of retirement planning, emphasizing the importance of addressing investment risks, inflation, healthcare costs, and market volatility. She highlights the need for proactive financial planning and budgeting to avoid pitfalls such as impulse spending and credit card debt. The discussion also touches on the significance of having a comprehensive financial plan that includes estate planning and diversification of income sources.

 Reach Kelley at 800-810-8060.

California Wealth Advisors

www.californiawealthadvisors.com

 

See omnystudio.com/listener for privacy information.

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