Kelley's Bull Market News with Kelley Slaught Kelley Slaught
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- Affaires
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.
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Late Start Retirement Saving
Kelley discusses retirement savings strategies for those starting in their 50s. She emphasizes the importance of starting early and highlights the power of compounding. Kelley provides examples of how even starting later in life can still lead to significant savings. She also discusses the importance of reassessing retirement goals and considering downsizing or relocating to improve financial position. Kelley explores low-risk investment options such as real estate, bond funds, high-yield savings accounts, and municipal bonds. She highlights the need for regular portfolio reviews and updates to ensure that the plan aligns with the client's goals.
Reach Kelley at 800-810-8060.
California Wealth Advisors
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Old & New Retirement Strategies
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
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Inflation’s Impact on Retirement
Kelley Slaught discusses five important questions about inflation and its impact on retirement plans. She also covers common financial blunders and the importance of having a long-term financial plan. Kelly emphasizes the need for diversification in portfolios and the potential risks of keeping all money in cash. She also addresses the issue of feeling trapped by real estate and offers strategies for maximizing assets. Finally, Kelly warns against following bad advice and encourages listeners to seek professional guidance.
Reach Kelley at 800-810-8680.
California Wealth Advisors
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Retirement Par “Fore” the Course
In this conversation, Kelley discusses lessons from golf that can be applied to retirement planning. She covers topics such as using the right tools for investment planning, avoiding mistakes, planning for and taking care of your financial house, and the importance of patience, discipline, and dedication.
Reach Kelley at 800-810-8060.
California Wealth Advisors
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Beware Bad Financial Advice
In this episode, Kelley exposes the dangers of bad financial advice that goes viral on social media. She discusses the prevalence of misleading information and emphasizes the importance of consulting with a professional financial advisor. Kelley also highlights the significance of 401(k)s in building wealth and debunks misconceptions about the FIRE (Financial Independence Retire Early) movement. Lastly, she addresses a viral scam claiming that the Federal Reserve has secret million-dollar bank accounts for every American citizen. In this conversation, Kelley discusses the exclusive private client process, retirement planning questions, comprehensive financial planning, retirement income, preparing for retirement, building your financial house, creating a business plan for your life, and typical issues and challenges faced by clients.
Reach Kelley at 800-810-8060.
California Wealth Advisors
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Today’s Financial Challenges
In this conversation, Kelley Slaught discusses retirement planning concerns and strategies. The conversation covers topics such as the impact of the economy on retirement, challenges with interest rates and real estate, government spending and inflation, and the importance of a comprehensive financial plan. The conversation also explores the limitations of the 4% rule in retirement planning and the drawbacks of the 60-40 rule. Kelley emphasizes the need for tailor-made portfolios and diversification to meet individual retirement goals.
Reach Kelley at 800-810-8060.
California Wealth Advisors
See omnystudio.com/listener for privacy information.