Kelley addresses the pressing financial concerns facing individuals today, particularly those approaching retirement. The conversation covers strategies for navigating market volatility, the importance of diversification, and proactive tax planning. Kelley emphasizes the need for a comprehensive financial plan to mitigate risks associated with economic uncertainty and offers insights on how to identify trustworthy financial advisors. The episode aims to empower listeners with actionable strategies to secure their financial future.
Reach Kelley at 800-810-8060.
www.californiawealthadvisors.com
See omnystudio.com/listener for privacy information.
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