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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

55:20

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

55:20

Financial Words of Wisdom

Kelley"s Bull Market News with Kelley Slaught ·

2023/08/18

Kelley interprets quotes from George Foreman, Chris Rock, and Jonathan Clements and ties them into good retirement thinking. 2024 is the year of Peak 65. The largest number of Americans ever will reach age 65. What should you be considering if you are nearing retirement. That is also part of the conversation. You can reach Kelley Slaught at 800-810-8060. California Wealth AdvisorsSee omnystudio.com/listener for privacy information.

en-US

55:08

Retirement in High Inflation, Interest Rates

Kelley"s Bull Market News with Kelley Slaught ·

2023/08/11

Kelley shares insight into our current climate and factors to consider given higher inflation and higher interest rates. She also breaks down a survey reflecting confidence levels of those in the Generation X and baby boomer generations. You can reach Kelley Slaught at 800-810-8060. California Wealth AdvisorsSee omnystudio.com/listener for privacy information.

en-US

55:27

Important Retirement Questions

Kelley"s Bull Market News with Kelley Slaught ·

2023/08/04

Kelley answers vital retirement questions ranging from FRA for Social Security to Roth strategies and from contribution limits to tax considerations. She then dives into five critical components of retirement financial planning. They are investment, tax, and income strategies, estate planning, and healthcare planning. You can reach Kelley Slaught at 800-810-8060. California Wealth AdvisorsSee omnystudio.com/listener for privacy information.

en-US

55:10

Building Retirement Income

Kelley"s Bull Market News with Kelley Slaught ·

2023/07/28

Kelley talks about the holistic approach to building income in a comprehensive retirement plan. She then moves into a conversation about the S in her MAS proprietary process which would be the safe strategies that are important to consider. You can reach Kelley Slaught by calling 800-810-8060. California Wealth AdvisorsSee omnystudio.com/listener for privacy information.

en-US

54:52

Standard Retirement Rules

Kelley"s Bull Market News with Kelley Slaught ·

2023/07/21

What are some of the standard retirement rules? How have they withstood the test of time? How could they be good starting points. Kelley covers the 4 percent rule, the Rule of 72, the 60/40 Stock/Bond Rule, and the Rule of 100. She also gives information on Social Security in the form of a quiz. You can reach Kelley Slaught by calling 800-810-8060. California Wealth AdvisorsSee omnystudio.com/listener for privacy information.

en-US

55:11

Steer Clear of Retirement Potholes

Kelley"s Bull Market News with Kelley Slaught ·

2023/07/14

What should you be considering now to help avoid retirement regrets? Kelley covers everything from proper savings strategies to strategies for couples and building a realistic spending plan. She also breaks down a lot of the claiming rules and strategies with Social Security. You can reach Kelley Slaught by calling 800-810-8060. California Wealth AdvisorsSee omnystudio.com/listener for privacy information.

en-US

54:55

Be Proactive Not Reactive

Kelley"s Bull Market News with Kelley Slaught ·

2023/07/07

Kelley discusses the best proactive responses to retirement strategies including long-term care, health care, living on pre-taxed income, and factoring inflation. She also addresses concerns of pre-retirees and retirees and offer good questions to ask of yourself. These include: “do I have a plan” “do I have a budget” “do I have income built into my plan” “am I working with a retirement specialist?” You can reach Kelley Slaught by calling 800-810-8060. California Wealth AdvisorsSee

en-US

55:12

The Game of Retirement Risk

Kelley"s Bull Market News with Kelley Slaught ·

2023/06/30

Kelley demonstrates all of the considerations in gauging someone’s risk tolerance with questions to help determine the kind of investor they are to how they would react in the event of negative market activity. She featured comments from Warren Buffett on staying the course and discussed how we should look at bonds in today’s climate. You can reach Kelley Slaught by calling 800-810-8060. California Wealth AdvisorsSee omnystudio.com/listener for privacy information.

en-US

55:33

Retirement Tax Strategies

Kelley"s Bull Market News with Kelley Slaught ·

2023/06/23

Kelley covers strategies to help build tax efficiency. They include considering an in-service rollover from your 401(k), Roth IRA conversion, and life insurance. Kelley devotes the rest of the podcast to answering questions from listeners. You can reach Kelley Slaught by calling 800-810-8060. California Wealth AdvisorsSee omnystudio.com/listener for privacy information.

en-US

55:51

Excuses for Putting Off Seeing a Retirement Pro

Kelley"s Bull Market News with Kelley Slaught ·

2023/06/16

Kelley addresses some of the reasons people give for putting off seeking the help of a financial retirement professional including a feeling of being overwhelmed by it, thinking they don’t have enough money, and thinking it would be too expensive. She looks how your financial strategies should be adjusted when you’re getting closer to retirement and then breaks down how retirement can be more expensive than most of us think and how to prepare for that. You can reach Kelley Slaught by calling

en-US

54:45

Listener Questions

Kelley"s Bull Market News with Kelley Slaught ·

2023/06/09

Kelley dedicates the entire podcast to answering listener questions on matters such as real estate, Social Security claiming strategies, long term care protection, and relocating after retirement. You can reach Kelley Slaught by calling 800-810-8060. California Wealth AdvisorsSee omnystudio.com/listener for privacy information.

en-US

55:27

65 is a Pivotal Year

Kelley"s Bull Market News with Kelley Slaught ·

2023/06/03

What is the significance of the age of 65 in the retirement universe? Kelley covers some things to consider when you reach this age such as Medicare signup, a bigger standard deduction, and decisions on Social Security as you’re not yet at full retirement age. She also offers tips on maximizing your retirement dollars and looks at rebalancing your 401(k) or IRA. You can reach Kelley Slaught by calling 800-810-8060. California Wealth AdvisorsSee omnystudio.com/listener for privacy information.

en-US

55:45

Top Answers in Retirement Survey

Kelley"s Bull Market News with Kelley Slaught ·

2023/05/26

Kelley discusses the top answers from participants in a 2023 EBRI Employee Benefit Research Institute retirement confidence survey. She cites results on concerns of pre-retirees and retirees in their comfort level on reaching retirement and living comfortably in retirement. Kelley moves into strategies to consider in the financial red zone, 5-10 years from retirement. She then discusses the advantages to consider when looking at the Roth IRA option. You can reach Kelley Slaught by calling

en-US

55:21

Cash Flow is King

Kelley"s Bull Market News with Kelley Slaught ·

2023/05/19

Kelley explains the importance of building income sources in your retirement and making sure they are in line with your expected expenses. She dives into the subject of behavioral finance and how all the components relate to retirement planning. She also highlights ways that money could be wasted in retirement such as excessive fees, overpayment in taxes, overspending, and ignoring healthcare costs. You can reach Kelley Slaught by calling 800-810-8060. California Wealth AdvisorsSee

en-US

55:26

Two Retirement Truths and a Lie

Kelley"s Bull Market News with Kelley Slaught ·

2023/05/12

We give three statements about retirement consideration and Kelley points out the one that is not true and explains why. She also expands on some of the ones that are true. She covers valid retirement related questions that begin with the word “when” and points out areas to address in the planning process to help ease the anxiety of challenging economic times. You can reach Kelley Slaught by calling 800-810-8060. California Wealth AdvisorsSee omnystudio.com/listener for privacy information.

en-US

53:02

Special Guest Coach Pete D’Arruda

Kelley"s Bull Market News with Kelley Slaught ·

2023/05/05

Kelley covers valid retirement related questions that begin with the word “when.” Kelley also welcomes her special guest, America’s Wealth Coach and best-selling author Coach Pete D’Arruda. You can reach Kelley Slaught by calling 800-810-8060. California Wealth AdvisorsSee omnystudio.com/listener for privacy information.

en-US

55:27

The Return of Retirement Myth Busters

Kelley"s Bull Market News with Kelley Slaught ·

2023/04/28

Kelley brings back the popular retirement myth busters in correcting some common misconceptions about long term care protection, debt, Social Security, and safe money. What are good questions to ask when meeting with a financial advisor? Kelley covers some of them in this podcast and also answers listener questions. You can reach Kelley Slaught by calling 800-810-8060. California Wealth AdvisorsSee omnystudio.com/listener for privacy information.

en-US

55:27

Top Financial Searches

Kelley"s Bull Market News with Kelley Slaught ·

2023/04/21

What are people searching for online when deciding to seek the help of a financial advisor? Kelley covers some of the top searches and relates them to his specialty of retirement strategies. Some include what to bring to the first meeting, how are financial advisors compensated, and why is a financial advisor better than a robo-advisor. She then explains why the age of 65 may be universally thought of as retirement age but that it’s different from person to person and explains why. Then Kelley

en-US

55:16

ESG Investing

Kelley"s Bull Market News with Kelley Slaught ·

2023/04/14

Following the failed attempt to override President Biden’s veto of the Labor Department ESG investment rule, Kelley explores the potential effects of that on the retirement savings efforts of Americans. She also discusses the most recent interest rate hike. What are red flags to watch out for when meeting with an investment advisor. Some of these are covered here including high pressure sales, downplaying risk, and encouragement to go “all in” on one investment. You can reach Kelley Slaught by

en-US

195 results

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