Goal: No Retirement Mistakes
Kelley's Bull Market News with Kelley Slaught
by Kelley Slaught
6d ago
In this episode, Kelley discusses important topics related to retirement planning. She covers mistakes to avoid in retirement investments, the cost of living longer, maximizing Social Security benefits, tax planning, implications of divorce in retirement, leaving unequal inheritances, working part-time in retirement, retiring at different times, putting losses into perspective, utilizing the mass proprietary process, and the importance of liquid reserves. The conversation covers the basics of annuities, estate planning and asset titling. You can reach Kelley by calling 800-810-8060. California ..read more
Visit website
Retirement Questions Answered
Kelley's Bull Market News with Kelley Slaught
by Kelley Slaught
2w ago
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 fi ..read more
Visit website
The Un-Bucket List
Kelley's Bull Market News with Kelley Slaught
by Kelley Slaught
3w ago
We all know the bucket list so what would go in the un-bucket list?  That would be things to avoid so you can have a successful retirement.  That’s the discussion with Kelley at the beginning of the podcast as she talks about knowing when you can retire so you don’t work longer than necessary, not being lonely and now having an unfulfilled retirement, and not squandering the early “go-go” years.  Then the conversation moves to considerations married couples must give to have a good team effort in retirement. You can reach Kelley Slaught at 800-810-8060. California Wealth Advisor ..read more
Visit website
Breaking Down Annuities
Kelley's Bull Market News with Kelley Slaught
by Kelley Slaught
1M ago
Kelley answers the most frequently asked questions about annuities.  How do they differ from traditional savings and brokerage accounts?  What are the benefits and potential drawbacks?  What types of annuities are there?  Get the answers in this podcast.  The conversation then shifts to that transition in your financial life from accumulation to the necessary strategies in retirement. Contact Kelley Slaught at 800-810-8060. California Wealth Advisors See omnystudio.com/listener for privacy information ..read more
Visit website
Avoid Sabotaging Your Retirement
Kelley's Bull Market News with Kelley Slaught
by Kelley Slaught
1M ago
Warnings of what could harm your retirement start off the podcast with a discussion on having a budget, automating your savings and payments, planning for healthcare costs, and not relying too heavily on being able to work longer.  Then we take a look at what a retirement portfolio stress test could be for you. You can reach Kelley Slaught by calling 800-810-8060. California Wealth Advisors See omnystudio.com/listener for privacy information ..read more
Visit website
Your Retirement Questions Answered
Kelley's Bull Market News with Kelley Slaught
by Kelley Slaught
1M ago
Kelley provides the answers to some commonly asked and very important questions regarding proper retirement planning.  She also looks at what should be considered in shoring up your retirement in the new year.  These include revisiting your household budget, checking your emergency fund, tackling debt, establishing financial goals, and reviewing your asset allocation. You can reach Kelley Slaught by calling 800-810-8060. California Wealth Advisors See omnystudio.com/listener for privacy information ..read more
Visit website
Learn From the Ghosts of Retirement Past
Kelley's Bull Market News with Kelley Slaught
by Kelley Slaught
2M ago
Kelley adds a Christmas theme in showing how we can learn from the ghosts of Christmas past for a more secure retirement future.  She covers market conditions, Social Security, taxes, inflation, long term care, and income. You can reach Kelley Slaught by calling 800-810-8060. California Wealth Advisors See omnystudio.com/listener for privacy information ..read more
Visit website
Harsh Retirement Realities
Kelley's Bull Market News with Kelley Slaught
by Kelley Slaught
2M ago
Kelley cuts through some harsh realities of retirement planning and offers solutions.  Some issues covered are the amount of bear markets to expect, needing more than Social Security, and longevity.  How should you mirror the traits of successful CEOs in our retirement?  That’s also covered in this podcast. You can reach Kelley Slaught at 800-810-8060. California Wealth Advisors See omnystudio.com/listener for privacy information ..read more
Visit website
The Clock Is Ticking For 2023
Kelley's Bull Market News with Kelley Slaught
by Kelley Slaught
2M ago
Kelley talks about what we need to consider strategically as the year draws to a close.  Most of the bullet points are about good tax moves.  She also looks at changes to Social Security coming in 2024 including the COLA, maximum taxable earnings increasing as well as the earnings test.  Then the conversation turns to what you may face in retirement such as restlessness and the need to re-define yourself. You can reach Kelley Slaught by calling 800-810-8060. California Wealth Advisors See omnystudio.com/listener for privacy information ..read more
Visit website
Financial Questions Answered
Kelley's Bull Market News with Kelley Slaught
by Kelley Slaught
2M ago
It’s all financial related questions answered by Kelley in this podcast.  Subjects include annuities, pensions, inheritance, 1031 exchanges, and 401(k)s. You can reach Kelley Slaught at 800-810-8060. California Wealth Advisors See omnystudio.com/listener for privacy information ..read more
Visit website

Follow Kelley's Bull Market News with Kelley Slaught on FeedSpot

Continue with Google
Continue with Apple
OR