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PODCAST

Kelley"s Bull Market News with Kelley Slaught

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.

business investing

All Episodes

55:35

Avoid Sabotaging Your Retirement

Kelley"s Bull Market News with Kelley Slaught ·

2024/01/12

Warnings of what could harm your retirement start off the podcast with a discussion on having a budget, automating your savings and payments, planning for healthcare costs, and not relying too heavily on being able to work longer. Then we take a look at what a retirement portfolio stress test could be for you. You can reach Kelley Slaught by calling 800-810-8060. California Wealth AdvisorsSee omnystudio.com/listener for privacy information.

en-US

55:03

Your Retirement Questions Answered

Kelley"s Bull Market News with Kelley Slaught ·

2024/01/05

Kelley provides the answers to some commonly asked and very important questions regarding proper retirement planning. She also looks at what should be considered in shoring up your retirement in the new year. These include revisiting your household budget, checking your emergency fund, tackling debt, establishing financial goals, and reviewing your asset allocation. You can reach Kelley Slaught by calling 800-810-8060. California Wealth AdvisorsSee omnystudio.com/listener for privacy

en-US

54:44

Learn From the Ghosts of Retirement Past

Kelley"s Bull Market News with Kelley Slaught ·

2023/12/22

Kelley adds a Christmas theme in showing how we can learn from the ghosts of Christmas past for a more secure retirement future. She covers market conditions, Social Security, taxes, inflation, long term care, and income. You can reach Kelley Slaught by calling 800-810-8060. California Wealth AdvisorsSee omnystudio.com/listener for privacy information.

en-US

54:46

Harsh Retirement Realities

Kelley"s Bull Market News with Kelley Slaught ·

2023/12/15

Kelley cuts through some harsh realities of retirement planning and offers solutions. Some issues covered are the amount of bear markets to expect, needing more than Social Security, and longevity. How should you mirror the traits of successful CEOs in our retirement? That’s also covered in this podcast. You can reach Kelley Slaught at 800-810-8060. California Wealth AdvisorsSee omnystudio.com/listener for privacy information.

en-US

55:14

The Clock Is Ticking For 2023

Kelley"s Bull Market News with Kelley Slaught ·

2023/12/09

Kelley talks about what we need to consider strategically as the year draws to a close. Most of the bullet points are about good tax moves. She also looks at changes to Social Security coming in 2024 including the COLA, maximum taxable earnings increasing as well as the earnings test. Then the conversation turns to what you may face in retirement such as restlessness and the need to re-define yourself. You can reach Kelley Slaught by calling 800-810-8060. California Wealth AdvisorsSee

en-US

55:18

Financial Questions Answered

Kelley"s Bull Market News with Kelley Slaught ·

2023/12/01

It’s all financial related questions answered by Kelley in this podcast. Subjects include annuities, pensions, inheritance, 1031 exchanges, and 401(k)s. You can reach Kelley Slaught at 800-810-8060. California Wealth AdvisorsSee omnystudio.com/listener for privacy information.

en-US

55:16

Win, Lose, or Withdraw

Kelley"s Bull Market News with Kelley Slaught ·

2023/11/24

Kelley discusses withdrawal in retirement and breaks down the potential win and lose strategies. What questions need to be answered in comprehensive retirement planning? That’s covered in categories such as Social Security and spousal claiming strategies, budgeting, 401(k) maneuvers, taxes, and income building. You can reach Kelley Slaught by calling 800-810-8060. California Wealth AdvisorsSee omnystudio.com/listener for privacy information.

en-US

55:05

Retirement Report Card

Kelley"s Bull Market News with Kelley Slaught ·

2023/11/18

The 2023 Mercer CFA Institute’s Global Pension Index recently rated retirement systems around the world. The U.S. earned a C+. Kelley examines that and discusses ten steps to strongly consider in an effort to score an A+ in your retirement. You can reach Kelley Slaught by calling 800-810-8060. California Wealth AdvisorsSee omnystudio.com/listener for privacy information.

en-US

55:09

Excuses for Retirement Procrastination

Kelley"s Bull Market News with Kelley Slaught ·

2023/11/10

Kelley runs through some common excuses people give for not seeking the help of a financial professional when nearing retirement. She counters these with good reasons why it is critical to work with a financial partner. Some excuses are: “I’m a DIY (do it yourself) person” Scary! “I’m already retired” Don’t forget second opinion. “I get my advice from friends and family” “I don’t know where to begin” A phone call is a good first step. You can reach Kelley Slaught by calling

en-US

55:09

Retirement Fears

Kelley"s Bull Market News with Kelley Slaught ·

2023/11/03

Kelley addresses common retirement fears and offers solutions to overcome them. Some of the fears include inflation, Social Security and the future of it, market volatility, and the cost of health care. Kelley also discusses some things you should do and some things you should avoid in your retirement planning process. You can reach Kelley Slaught at 800-810-8060. California Wealth AdvisorsSee omnystudio.com/listener for privacy information.

en-US

55:22

Scam Alerts

Kelley"s Bull Market News with Kelley Slaught ·

2023/10/27

Kelley offers good warnings on scams and tips on how to avoid becoming a scam victim. She also demonstrates how she acts as a coach for people in helping them maximize their savings before launching their retirement. You can reach Kelley Slaught at 800-810-8060. California Wealth AdvisorsSee omnystudio.com/listener for privacy information.

en-US

55:10

Dangerous Retirement Assumptions

Kelley"s Bull Market News with Kelley Slaught ·

2023/10/20

Kelley reminds us of what can happen when we make assumptions. It can be even more serious when they are retirement assumptions. She clarifies some common ones such as thinking you’ll retire at 65, underestimating how long you’ll live, and on how much you think you’ll spend in retirement. You can reach Kelley Slaught at 800-810-8060. California Wealth AdvisorsSee omnystudio.com/listener for privacy information.

en-US

55:07

Financial Jeopardy

Kelley"s Bull Market News with Kelley Slaught ·

2023/10/13

Honoring Financial Literacy Month, the game is Financial Jeopardy covering retirement facts to make sure you’re not in financial jeopardy. Categories include Important Retirement Ages, Penalties and Fees, Retirement Savings Vehicles, and Retirement Rules of Thumb. You can reach Kelley Slaught by calling 800-810-8060. California Wealth AdvisorsSee omnystudio.com/listener for privacy information.

en-US

55:24

Expenses in Retirement

Kelley"s Bull Market News with Kelley Slaught ·

2023/10/06

Kelley runs down some expenses that can eat away at your savings when you’re in retirement. They include healthcare, home ownership, inflation, taxes, and longevity. She also looks into having the financial and retirement mindset and strategies that can build confidence in your journey to and through retirement. You can reach Kelley Slaught by calling 800-810-8060. California Wealth Advisors See omnystudio.com/listener for privacy information.

en-US

55:21

Fact, Fiction, or Somewhere in Between

Kelley"s Bull Market News with Kelley Slaught ·

2023/09/29

Kelley starts the conversation by breaking down the massive baby boomer generation and discussing what needs to be considered by middle and late baby boomers. She devotes the rest of the podcast to cutting through misinformation and declaring whether retirement statements are fact, fiction, or somewhere in between. You can reach Kelley Slaught by calling 800-810-8060. California Wealth AdvisorsSee omnystudio.com/listener for privacy information.

en-US

55:19

Wisdom From Warren

Kelley"s Bull Market News with Kelley Slaught ·

2023/09/29

Kelley dissects some of the more notable quotes from legendary investor Warren Buffet. She discusses some words of wisdom from the Oracle of Omaha in his overall investment mindset, his number one rule in investing, and what he means when he says his mistakes have been of omission. Kelley also shares some strategies to implement and some to avoid in helping to make sure you don’t run out of money in retirement and then goes over some hypothetical case studies. You can reach Kelley Slaught by

en-US

55:12

How To Overcome Financial Procrastination

Kelley"s Bull Market News with Kelley Slaught ·

2023/09/15

Kelley starts with a look at a recent survey showing disturbing signs of insecurity among Americans approaching retirement. Great suggestions are offered in helping to build confidence. She also examines why people may procrastinate in implementing some good financial practices and discusses helpful tips in moving on these strategies. Reach out to Kelley at 800-810.8060. California Wealth AdvisorsSee omnystudio.com/listener for privacy information.

en-US

54:38

Questions for Kelley

Kelley"s Bull Market News with Kelley Slaught ·

2023/09/08

It's all listener questions on this podcast. Kelley's tackles questions such as: How do I save on taxes? How much do I need to retire? What should I do with my cash? and more You can reach Kelley at 800-810-8060. California Wealth AdvisorsSee omnystudio.com/listener for privacy information.

en-US

55:19

Celebrity Financial Mistakes

Kelley"s Bull Market News with Kelley Slaught ·

2023/09/01

We can learn from celebrities even when they make mistakes. Kelley covers some bad celebrity financial moves from not having proper estate planning to overspending to getting in trouble over taxes. She further gives tips on mistakes to avoid such as failing to have a tax plan, estate plan, or diversification. How can you beef up your savings? You’ll find some good suggestions in this podcast. You can reach Kelley Slaught at 800-810-8060. California Wealth AdvisorsSee omnystudio.com/listener for

en-US

55:20

Football Plays, Retirement Plays

Kelley"s Bull Market News with Kelley Slaught ·

2023/08/25

At the opening of football season, Kelley discusses good offensive and defensive strategies to consider in retirement planning. She talks about going on the offense with income built in, building wealth, diversifying, and creating a budget. Defensive measures include bridging gaps, building an emergency fund, creating an estate plan, considering appropriate insurance, and looking at protective long term care strategies. You can reach Kelley Slaught at 800-810-8060. California Wealth AdvisorsSee

en-US

194 results

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