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 the potential advantages of investing in annuities. Overall, Kelley emphasizes the importance of working with a knowledgeable financial advisor to create a solid financial plan. The conversation covers various topics related to investment strategies and financial planning. The main themes include the volatility of stocks and the need for insured products, diversification and creating income, the difference between robo-advisors and personalized service, emotional investing and staying invested, creating a stable allocation of assets, fixing portfolio problems and looking at balance sheets, protecting family values and legacy, and contacting California Wealth Advisors.
You can reach Kelley Slaught at 800-810-8060.
See omnystudio.com/listener for privacy information.
Popular Podcasts
Dateline NBC
Current and classic episodes, featuring compelling true-crime mysteries, powerful documentaries and in-depth investigations.
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.
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.