Kelley's Bull Market News with Kelley Slaught

Kelley talks about organizing your retirement dollars in a way that they are properly working for you. She also discusses building a plan that will give you confidence in your retirement spending.

800-810-8060

California Wealth Advisors

In this episode, Kelley discusses the critical aspects of retirement planning, including beneficiary designations, handling unexpected expenses, and making smart decisions for a secure financial future. Kelly shares insights on how to prepare for life's surprises and optimize your retirement strategy.

800-810-8060

Kelley talks about your retirement target date by not just the year but rather the month. She explains the importance of being very precise on when you retire in order to implement the best strategies. She also looks at risks to avoid during the first five years of retirement and then moves into a discussion on inherited IRAs.

800-810-8060

Kelley goes through a list of mistakes to avoid when the market creates that nervous feeling. She warns again panic selling, withdrawing too soon, and trying to “catch up.” She also suggests implementing tax-efficient strategies and a healthcare and long-term care plan. Kelley also discusses the sound strategies to help retirees enter that “decumulation” stage of thei...