Episodes
100
Latest episode
Aug 2026
Language
EN-US
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.
In this episode, Kelley discusses essential retirement planning strategies, including spending, pensions, lump sums, working in retirement, and tax considerations. Kelley offers information to help listeners make informed decisions for a secure and confident retirement. 800-810-8060 California Wealth Advisors See omnystudio.com/listener for privacy information.
In this episode, Kelley Slaught discusses essential retirement planning strategies, including Social Security timing, tax-efficient withdrawals, portfolio adjustments, and the importance of personalized financial plans. Learn how to optimize your income streams and avoid common pitfalls as you approach and enter retirement. 800-810-8060 California Wealth Advisors See omnystudio.com/listener for privacy information.
In this episode of Kelley's Bull Market News, Kelley Slaught discusses essential strategies for retirement planning, including 401k rollovers, annuities, and tax planning to help listeners optimize their financial future. 800-810-8060 California Wealth Advisors See omnystudio.com/listener for privacy information.
Kelley discusses essential retirement planning strategies, including replacing your paycheck, avoiding common mistakes, and optimizing real estate and tax strategies to secure a comfortable retirement. 800-810-8060 California Wealth Advisors See omnystudio.com/listener for privacy information.
Kelley discusses common retirement mistakes, the importance of personalized planning, and strategies to optimize your financial future. Learn how to avoid costly errors and create a tailored retirement plan that works for you. 800-810-8060 California Wealth Advisors See omnystudio.com/listener for privacy information.
In this episode, Kelley discusses critical retirement planning topics including pension options, inherited IRAs, tax strategies, and the importance of personalized financial planning. Kelley shares insights to help listeners make informed decisions for a secure retirement. 800-810-8060 California Wealth Advisors See omnystudio.com/listener for privacy information.
In this episode, Kelley discusses critical retirement planning strategies, including managing concentrated stock positions, inherited IRAs, and tax-efficient gifting. She emphasizes the importance of proactive planning to avoid costly mistakes and ensure a secure financial future. 800-810-8060 California Wealth Advisors See omnystudio.com/listener for privacy information.
In this comprehensive episode, Kelley discusses essential retirement planning strategies, including early retirement considerations, homeownership decisions, spousal planning, and tax-efficient asset management. Perfect for those nearing or in retirement, this show offers expert insights to help you build confidence and craft a personalized financial plan. 800-810-8060 California Wealth Advisors See omnystudio.com/listener for privacy information.
Kelley Slaught discusses retirement planning, building income streams, managing longevity risks, and handling life changes like divorce and the death of a spouse. This episode offers insights on creating a secure financial future and avoiding common pitfalls. 800-810-8060 California Wealth Advisors See omnystudio.com/listener for privacy information.
Join Kelley Slaught, owner and CEO of California Wealth Advisors, as she shares insights on retirement income planning, tax strategies, estate planning, and navigating the complexities of retirement finances. Kelley also discusses a proactive approach with inflation during the retirement years. Learn how to avoid common blunders and create a tailored plan for a secure financial future. 800-810-8060 California Wealth Advisors See omnystudio.com/listener for privacy information.
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Russ Mathews
