Kelley's Bull Market News with Kelley Slaught
Kelley's Bull Market News brings you the latest retirement news and planning tips from leading expert Kelley Slaught of California Wealth Advisors. Tune in as we explore the world of maximizing social security, minimizing taxation and fees and making sure your dollars are working for you and not your broker.
Episodes
The balance in your retirement account is only part of the picture when withdrawals begin. Kelley Slaught and Dave Perkins discuss strategies for managing 401(k) taxes, building a retirement income plan, and weighing investment choices against your needs. Call California Wealth Advisors at 800-810-8060 or visit californiawealthadvisors.com to start a conversation.
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Kelley talks about organizing your retirement dollars in a way that they are properly working for you. She also discusses building a plan that will give you confidence in your retirement spending.
800-810-8060
See omnystudio.com/listener for privacy information.
In this episode, Kelley discusses the critical aspects of retirement planning, including beneficiary designations, handling unexpected expenses, and making smart decisions for a secure financial future. Kelly shares insights on how to prepare for life's surprises and optimize your retirement strategy.
800-810-8060
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Kelley talks about your retirement target date by not just the year but rather the month. She explains the importance of being very precise on when you retire in order to implement the best strategies. She also looks at risks to avoid during the first five years of retirement and then moves into a discussion on inherited IRAs.
800-810-8060
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Kelley goes through a list of mistakes to avoid when the market creates that nervous feeling. She warns again panic selling, withdrawing too soon, and trying to “catch up.” She also suggests implementing tax-efficient strategies and a healthcare and long-term care plan. Kelley also discusses the sound strategies to help retirees enter that “decumulation” stage of their life.
800-810-8060
Kelley covers mistakes to avoid in retirement planning including thinking you can beat the market, keeping all money in cash, and improper diversification. She also runs down a good list of important considerations to check off before launching retirement and discusses five things everyone needs in a retirement plan.
800-810-8060
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Kelley defines the different types of annuities and discusses the pros and cons of each. She covers immediate, fixed, variable, and fixed index annuities. She also offers tips on the right questions to ask when you meet with a financial advisor.
800-810-8060
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Kelley explains how a solid plan beats a gut feeling, hope, or luck in order to potentially secure a successful retirement. She covers Social Security timing, smart debt management, healthcare, long-term care, estate, and lifestyle planning. She also speaks to the fear of spending many have in retirement and addresses way to bring more comfort into spending.
800-810-8060
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Kelley opens by explaining how focusing on just a big number like 1.46 million for retirement can create a false sense of secuityu. She stresses the need to have a retirement plan which includes built in income. The conversation also includes a warning from Kelley about being in the House-Rich Trap and offers tips on locating and properly allocating that old 401(k).
800-810-8060
See omnystudio....
Kelley Slaught discusses essential retirement planning strategies, including managing longevity risk, healthcare costs, tax planning, and early retirement considerations. This episode provides practical advice for building a secure and flexible retirement plan.
800-810-8060
See omnystudio.com/listener for privacy information.
In this episode, Kelley discusses essential retirement planning strategies, including spending, pensions, lump sums, working in retirement, and tax considerations. Kelley offers information to help listeners make informed decisions for a secure and confident retirement.
800-810-8060
See omnystudio.com/listener for privacy information.
In this episode, Kelley Slaught discusses essential retirement planning strategies, including Social Security timing, tax-efficient withdrawals, portfolio adjustments, and the importance of personalized financial plans. Learn how to optimize your income streams and avoid common pitfalls as you approach and enter retirement.
800-810-8060
See omnystudio.com/listener for privacy information.
In this episode of Kelley's Bull Market News, Kelley Slaught discusses essential strategies for retirement planning, including 401k rollovers, annuities, and tax planning to help listeners optimize their financial future.
800-810-8060
See omnystudio.com/listener for privacy information.
Kelley discusses essential retirement planning strategies, including replacing your paycheck, avoiding common mistakes, and optimizing real estate and tax strategies to secure a comfortable retirement.
800-810-8060
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Kelley discusses common retirement mistakes, the importance of personalized planning, and strategies to optimize your financial future. Learn how to avoid costly errors and create a tailored retirement plan that works for you.
800-810-8060
See omnystudio.com/listener for privacy information.
In this episode, Kelley discusses critical retirement planning topics including pension options, inherited IRAs, tax strategies, and the importance of personalized financial planning. Kelley shares insights to help listeners make informed decisions for a secure retirement.
800-810-8060
See omnystudio.com/listener for privacy information.
In this episode, Kelley discusses critical retirement planning strategies, including managing concentrated stock positions, inherited IRAs, and tax-efficient gifting. She emphasizes the importance of proactive planning to avoid costly mistakes and ensure a secure financial future.
800-810-8060
See omnystudio.com/listener for privacy information.
In this comprehensive episode, Kelley discusses essential retirement planning strategies, including early retirement considerations, homeownership decisions, spousal planning, and tax-efficient asset management. Perfect for those nearing or in retirement, this show offers expert insights to help you build confidence and craft a personalized financial plan.
800-810-8060
See omnystudio.com/listener for priva...
Kelley Slaught discusses retirement planning, building income streams, managing longevity risks, and handling life changes like divorce and the death of a spouse. This episode offers insights on creating a secure financial future and avoiding common pitfalls.
800-810-8060
See omnystudio.com/listener for privacy information.
Join Kelley Slaught, owner and CEO of California Wealth Advisors, as she shares insights on retirement income planning, tax strategies, estate planning, and navigating the complexities of retirement finances. Kelley also discusses a proactive approach with inflation during the retirement years. Learn how to avoid common blunders and create a tailored plan for a secure financial future.
800-810-8060
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