Kelley's Bull Market News with Kelley Slaught Kelley Slaught

Kelley covers a comprehensive review of financial planning on a month-by-month basis, addressing topics such as financial goals, inflation, taxes, Medicare, Social Security, and long-term care. The discussion emphasizes the importance of planning, organization, and financial awareness to achieve financial independence and security.  Kelley Slaught, the owner and CEO of California Wealth Advisors, discusses the impact of inflation on the average American and provides insights into combating inflation through financial planning and investment strategies. The conversation also covers topics such as the Common Man CPI, the inception of the index, historical inflation data, and strategies for retirement planning and tax savings.

Reach Kelley at 800-810-8060.

California Wealth Advisors
See omnystudio.com/listener for privacy information.

The conversation covers a range of financial and retirement planning topics, including monetary policy, withdrawal rates, social security, and tax management. Kelley emphasizes the importance of personalized financial planning and the need to avoid one-size-fits-all approaches. She also discusses the role of financial advisors in managing assets and creating income streams for retirement. The conversation provides insights into the challenges and concerns faced by individuals in their financial planning journey.

Reach Kelley Slaught by calling 800-810-8060.

California Wealth Advisors
See omnystudio.com/listener for privacy information.

Kelley discusses various topics related to retirement and financial planning. She covers the need for proactive financial planning, concerns about the retirement crisis and Social Security, the benefits of annuities, and strategies for maximizing Social Security. She also touches on the impact of inflation on retirement savings. Kelley emphasizes the importance of taking a comprehensive approach to financial planning, considering factors such as taxes, estate planning, and risk management.

Reach Kelley Slaught at 800-810-8060.

California Wealth Advisors
See omnystudio.com/listener for privacy information.

Kelley Slaught clears up misconceptions about retirement and provides tips for saving more. The first misconception is the 4% rule, which suggests that taking out 4% of your investment portfolio will last for your life. Kelley argues that it's important to take out income that matches your budget, rather than relying on a fixed percentage. She also emphasizes the need to save more in retirement and tailor-make portfolios based on individual needs. Other misconceptions include underestimating how long you will live, believing you can live off less in retirement, and not considering the taxes you'll have to pay.

Reach Kelley at 800-810-8060.

California Wealth Advisors
See omnystudio.com/listener for privacy information.

Kelley discusses the biggest financial regrets Americans face and provides tips on how to avoid them. She also emphasizes the importance of starting early, involving both spouses in financial planning, and creating a comprehensive retirement plan. Additionally, Kelley highlights the benefits of annuities and the importance of budgeting and managing spending in retirement.

Reach Kelley at 800-810-8060.

California Wealth Advisors
See omnystudio.com/listener for privacy information.

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
See omnystudio.com/listener for privacy information.