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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 Slaught discusses the benefits of investing in real estate and offers upcoming seminars on the topic. She also emphasizes the importance of understanding and managing fees in financial planning portfolios.

Reach Kelley at 800-810-8060.

California Wealth Advisors

See omnystudio.com/listener for privacy information.

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