Kelley's Bull Market News with Kelley Slaught

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

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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.

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

See omnystudio.com/listener for privacy information.

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.