Kelley's Bull Market News with Kelley Slaught

Kelley Slaught
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Kelley's Bull Market News with Kelley Slaught Podcast

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.

  1. 4 DAYS AGO

    Mimic the Millionaires

    Kelley discusses the habits and mindset of millionaires and how average Americans can learn from them.  She covers topics such as consistent investing, disciplined spending, diversifying income streams, and eliminating debt.  Kelley highlights the significance of diversification and the inclusion of alternative investments and insured products in a portfolio.  She addresses common misconceptions about annuities and emphasizes the importance of tailoring investment strategies to individual needs. Reach Kelley at 800-810-8060. California Wealth Advisors See omnystudio.com/listener for privacy information.

    56 min

  2. 13 SEPT

    The Economic Landscape

    Kelley covers various topics related to navigating turbulent markets, creating a great retirement, avoiding financial blunders, and generating income in retirement.  She also emphasizes the importance of having a plan, staying calm during market fluctuations, and working with a professional wealth advisor.  Kelley talks about the need for regular portfolio reviews and adjustments, as well as the significance of being proactive, setting retirement goals, and prioritizing financial strategies. Reach Kelley at 800-810-8060. California Wealth Advisors See omnystudio.com/listener for privacy information.

    56 min

  3. 6 SEPT

    A Sturdy Retirement Ship

    Kelley discusses strategies to navigate market volatility and protect retirement savings. She emphasizes the importance of proper diversification, including investments in the market, alternative investments, and safe money. Kelley also highlights the need for a cash reserve and income-producing investments, such as dividend-paying stocks and insured products. She advises on the optimal timing for taking Social Security benefits and explores the role of different baseball positions as metaphors for financial strategies. Kelley covers topics like employer-sponsored retirement plans, personal investments, real estate investments, pensions, emergency savings, and healthcare savings. Reach Kelley at 800-810-8060. California Wealth Advisors See omnystudio.com/listener for privacy information.

    56 min

  4. 30 AUG

    Learning from Financial History

    Kelley discusses the historical impact of financial crises and the lessons we can learn from them. She covers topics such as the Great Depression, the Great Recession, the solvency of Social Security, and inflation.  Kelley explores ways to assess and improve financial health, including budgeting, managing debt, and diversifying investments.  Reach Kelley at 800-810-8060. California Wealth Advisors See omnystudio.com/listener for privacy information.

    56 min

  5. 23 AUG

    Ready to Retire?

    Kelley discusses the signs that indicate it may be time to retire. She emphasizes the importance of being financially ready, having sufficient retirement savings to support your desired lifestyle. Emotional readiness and fulfillment are also crucial factors to consider. Health readiness, including having adequate health coverage, is another important aspect. Other considerations include age, retirement benefits, lifestyle changes, and having a professional wealth manager to guide your investments. Reach Kelley at 800-810-8060. California Wealth Advisors See omnystudio.com/listener for privacy information.

    56 min

  6. 16 AUG

    Today’s Retirement Challenges

    A study commissioned by the ALI Retirement Income Institute highlights a looming retirement crisis for baby boomers, particularly those set to retire between 2024 and 2030. The study shows that two-thirds of this group may struggle to maintain their current lifestyles post-retirement with assets of $250,000 or less. Kelley lists many of the challenges facing pre-retirees and strategies that can be implemented to address them. Reach Kelley at 800-810-8060. California Wealth Advisors See omnystudio.com/listener for privacy information.

    56 min

  7. 9 AUG

    Financial Questions

    Kelley answers questions from listeners about various financial topics such as real estate, creating income in retirement, long-term care, pensions, taxes, and annuities. Kelley provides insights and advice tailored to each individual's situation, emphasizing the importance of having a comprehensive plan and diversifying investments. She also highlights the benefits of working with California Wealth Advisors and the various programs they offer to help clients achieve their financial goals. Reach Kelley at 800-810-8060. California Wealth Advisors See omnystudio.com/listener for privacy information.

    56 min

  8. 2 AUG

    Inflation in Retirement

    Kelley discusses the importance of mitigating inflation risks and strategically choosing investments for retirement. She introduces her proprietary process, M.A.S., which stands for Market, Alternatives, Safe strategies.  Kelley emphasizes the need for diversification and downside protection, especially as retirement approaches. She also highlights the benefits of working with a professional wealth manager who can offer a wide range of investment options and tax strategies. Reach California Wealth Advisors at 800-810-8060. California Wealth Advisors See omnystudio.com/listener for privacy information.

    56 min
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About

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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