Kelley's Bull Market News with Kelley Slaught Kelley Slaught

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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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
See omnystudio.com/listener for privacy information.

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
See omnystudio.com/listener for privacy information.

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.

On this episode, Kelley discusses considerations before retiring early including managing debt and aligning investment portfolios with retirement goals. She also addresses health coverage considerations and the importance of mental preparation for retirement. Kelley then explores distribution strategies in retirement, focusing on the types of retirement accounts and their tax implications. She explains the order of withdrawals from retirement accounts and emphasizes the need for a comprehensive financial plan. The episode concludes with Kelley offering to help listeners get on track for retirement and answering retirement-related questions.

Reach Kelley Slaught by calling 800-810-8060.

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

In this episode, Kelley Slaught discusses various aspects of financial planning and provides valuable insights and advice. The conversation covers topics such as reviewing your financial house, building an emergency fund, paying off debt, boosting contributions to retirement accounts, assessing asset allocation, and avoiding emotional investment decisions. Kelley emphasizes the importance of having a personalized financial plan and a diversified portfolio. She also introduces the Mass Proprietary Process, which implements market, safe, and alternative strategies.

Reach Kelley at 800-810-8060.

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