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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

55:18

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

en-US

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

en-US

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

en-US

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

en-US

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

en-US

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

en-US

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

en-US

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

en-US

55:17

Taxes in Retirement-Retirement Milestone Ages

Kelley"s Bull Market News with Kelley Slaught ·

2023/02/10

Kelley discusses the impact of taxes on retirement and steps to counteract that impact. She explains how withdrawals from retirement accounts and pensions can be taxed. She also talks about the calculation of provisional income and how that can make your Social Security subject to taxation. What are the milestone ages in your retirement journey? Kelley goes over the important ages and even introduces a couple of new ones. You can reach Kelley Slaught by calling 800-838-8060. California Wealth

en-US

55:42

Not Your Parents’ Retirement

Kelley"s Bull Market News with Kelley Slaught ·

2023/02/03

Kelley highlights mistakes to avoid in retirement planning including not factoring inflation and longevity, overestimating income, and not finding the balance of conservative and aggressive in investing. She looks at life events when it is important to consult your financial professional. Those include job change or loss of job, marriage, divorce, loss of spouse, and caring for a parent. Then she moves into a conversation which points out how retirement of today is different from that of our

en-US

55:47

Retirement Strategies After 50

Kelley"s Bull Market News with Kelley Slaught ·

2023/01/27

While acknowledging that there are some things we can’t control like global macroeconomics and geopolitical events, Kelley points to the things we can control on our journey to and through retirement. These include auditing our beneficiaries, making the most of a health savings account if eligible, and leveraging your RMD. She also notes changes in strategies after age 50 in areas such as your risk, tracking down old accounts, and Social Security pre-strategies. Kelley then points out some

en-US

55:35

Challenges Women Face in Retirement

Kelley"s Bull Market News with Kelley Slaught ·

2023/01/20

Kelley discusses unique challenges women face in planning for retirement and much of this can be attributed to the longevity of women. She also offers good retirement planning tips for 2023 and strategies to consider in making sure you have enough money in retirement. You can reach Kelley Slaught by calling 800-838-8060. California Wealth AdvisorsSee omnystudio.com/listener for privacy information.

en-US

56:32

Retirement Income

Kelley"s Bull Market News with Kelley Slaught ·

2023/01/14

Kelley defines the retirement income replacement rate and looks at what needs to be considered in building income for your retirement. This includes determining how much income you will need compared to your pre-retirement income, how much you earn, how much you save, when you will retire, your tax rates, and what Social Security covers. She also looks at tax strategies that can help you presently and in the future. This includes tradition 401(k) and IRA saving strategies as well as Roth. Then

en-US

55:11

Planning For Retirement Income

Kelley"s Bull Market News with Kelley Slaught ·

2023/01/06

Kelley goes over a list of questions that a good comprehensive retirement plan will address when determining income strategies. Those include Social Security claiming strategies, your budget, your legacy wishes, what to do with the equity in your home, and what protective measures you may need such as long term care protection. She also stresses the importance of reevaluating your budget in times of high inflation and then answers some frequently asked financial questions. You can reach Kelley

en-US

54:55

Listener Questions-Retirement & General Financial

Kelley"s Bull Market News with Kelley Slaught ·

2022/12/30

Kelley devotes the entire podcast to answering listener questions on retirement and general financial matters such as portfolio diversification, safe investments, your 401(k) after retirement, and 1031 exchanges. You can reach Kelley Slaught by calling 800-810-8060. California Wealth AdvisorsSee omnystudio.com/listener for privacy information.

en-US

54:17

Avoid the Retirement Saving Obstacles

Kelley"s Bull Market News with Kelley Slaught ·

2022/12/23

Kelley stresses the need to make sure you stay on track with your retirement savings in the financial red zone and offers solutions to avoid the obstacles. Those include inflation, stock market volatility, unexpected expenses, and debt. She then offers detours around those roadblocks that could keep you from your retirement target date and clarifies some common misconceptions about your 401(k). You can reach Kelley Slaught by calling 800-810-8060. California Wealth AdvisorsSee

en-US

51:17

Reduce Your Retirement Taxes

Kelley"s Bull Market News with Kelley Slaught ·

2022/12/16

Kelley covers the approach you should take regarding tax strategies in retirement. This includes connecting taxing with outflow as well as income, spending down traditional IRAs, and the consideration of Roth conversions and contributions. She offers good spending habits to help stretch your retirement budget and then warns against advice from non-professionals. You can reach Kelley Slaught by calling 800-810-8060. California Wealth Advisors See omnystudio.com/listener for privacy

en-US

51:48

Kelley Answers More Financial & Retirement Questions

Kelley"s Bull Market News with Kelley Slaught ·

2022/12/09

Kelley again devotes the entire podcast to answering listener questions on retirement and general financial matters such as portfolio diversification, safe investments, your 401(k) after retirement, and 1031 exchanges. You can reach Kelley Slaught by calling 800-810-8060. California Wealth AdvisorsSee omnystudio.com/listener for privacy information.

en-US

50:50

Listener Questions-Retirement & General Financial

Kelley"s Bull Market News with Kelley Slaught ·

2022/12/02

Kelley devotes the entire podcast to answering listener questions on retirement and general financial matters such as portfolio diversification, safe investments, your 401(k) after retirement, and 1031 exchanges. You can reach Kelley Slaught by calling 800-810-8060. California Wealth AdvisorsSee omnystudio.com/listener for privacy information.

en-US

51:21

Impact of Inflation-Review of Secure Act

Kelley"s Bull Market News with Kelley Slaught ·

2022/11/25

What are good questions to ask your financial professional in times of economic turmoil? Kelley Slaught covers some of these including long-term planning, diversification, and whether or not to change course. She also warns of retirement mistakes to avoid and offers reminders of the changes to legacy planning which came with the original Secure Act. You can reach Kelley Slaught by calling 800-810-8060. California Wealth AdvisorsSee omnystudio.com/listener for privacy information.

en-US

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