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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

55:12

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.

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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.

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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

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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.

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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.

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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

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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

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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.

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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.

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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.

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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

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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

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55:18

Banking Sector Crisis-What Happened?

Kelley"s Bull Market News with Kelley Slaught ·

2023/04/07

Kelley looks at the situation in the banking sector in explaining the root causes and possible effects. She also discusses protective strategies regarding this and the other financial challenges we face. She covers regrets that many retirees have and how to avoid them and he clears up misconceptions in the retirement arena in areas such as Social Security, annuities, taxes, and the 4% rule. You can reach Kelley Slaught by calling 800-810-8060. California Wealth AdvisorsSee omnystudio.com/listener

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56:00

Do You Have a Strong Retirement Plan?

Kelley"s Bull Market News with Kelley Slaught ·

2023/03/31

Do you have a retirement plan that eases the fear of running out of money? Kelley covers what to consider in helping to allay that fear including developing a spending plan, aggressively contributing to your retirement accounts, building an emergency fund, and preparing for health care costs. She offers suggestions to help you stay on track in your retirement. Kelley stresses to not give up on the stock market but to properly allocate your risk and to consider safer alternative investment

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56:01

Shape Your Retirement Income

Kelley"s Bull Market News with Kelley Slaught ·

2023/03/24

Kelley goes over strategies to consider in building your retirement income. She starts by discussing how retirement income building strategies are so much more important now than in the days when many people had a pension to count on. She talks about risk tolerance, using tools like annuities, and even taking a hard look at your retirement date and your Social Security claiming age in the effort to make your money last in retirement. She also breaks down the “rollover” strategies involving your

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54:50

Where To Save-Where Not to Save

Kelley"s Bull Market News with Kelley Slaught ·

2023/03/17

Kelley covers retirement savings strategies to consider and some to at least give a second thought. She discusses fixed annuities, Roth IRAs, Dividend Aristocrats, and Health Savings Accounts as some vehicles to strongly consider. She stresses being properly proportioned as to how much you keep in a savings account, the pros and cons of CDs and Money Markets, and how much you should have in low risk investments. She also talks about the Fed and the effect that rising interest rates could have on

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55:59

Retirement Distribution Plan

Kelley"s Bull Market News with Kelley Slaught ·

2023/03/10

Proper planning makes the transition from accumulation to distribution go much smoother. Kelley discusses the process with a conversation on moving away from accumulation and easing into distribution. She also addresses little ways in boosting accumulation in the financial red zone that can make a big difference. Kelley moves into good ways to help your grandchildren monetarily and by sharing your wisdom. You can reach Kelley Slaught by calling 800-810-8060. California Wealth AdvisorsSee

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55:31

Are you Ready to Retire?

Kelley"s Bull Market News with Kelley Slaught ·

2023/03/03

Kelley covers some strategies to help eliminate worrying about your retirement savings and running out of money in retirement. Those include paying off debt, determining retirement spending needs, practicing retirement spending, and investing in the right type of insurance. She then reveals some retirement stats related to longevity and planning for that, accessing retirement funds too early, and planning for the possibility of being forced into retirement before you’re ready. What are signs that

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56:12

Retirement Income Streams

Kelley"s Bull Market News with Kelley Slaught ·

2023/02/24

Kelley points out the way to help allay the fear of running out of money in retirement is by implementing good income streams. She talks about assessing your retirement income needs first and then looking at tools such as annuities and how you can possibly leverage higher interest rates. She gives her take on reverse mortgages and the need to look at how to maximum your Social Security claiming strategies. How are Americans coping with inflation? That’s also part of the conversation as well as

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55:49

New Savings and Tax Rules

Kelley"s Bull Market News with Kelley Slaught ·

2023/02/17

There are new savings and tax opportunities that could be utilized. Kelley covers new income tax brackets and withholdings, the raising of standard deductions, contribution limits, and the RMD age. She offers an in depth look at annuities including the different types and the pros and cons. She then discusses what to consider in the event of the passing of a spouse. Topics covered include the tax implications, the changes in income, and making sure to consider avoiding decisions such as

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187 results

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