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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

51:20

First Year of Retirement-Year End Strategies

Kelley"s Bull Market News with Kelley Slaught ·

2022/11/19

Kelley looks at strategies to have in place when you first retire. He covers the adjustment period, prioritizing expenses, continuing to save, having a Social Security Strategy, and seeking out professional help. Kelley also discusses the next wave of retirees-Generation X. These are the people born between 1965 and 1980. The older ones are clearly in the financial red zone but are they ready? She looks at a study survey that will give some insight. Then she moves into some things to consider

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50:44

Retirement Investment Strategies

Kelley"s Bull Market News with Kelley Slaught ·

2022/11/11

Your approach to investing in retirement can certainly be different than earlier in your life. Kelley runs through some things to consider and some practices to avoid. They include having a proper philosophy that can be flexible and able to change over time and to avoid questioning your plan due to volatility, trying to outperform the market, and letting your emotions get the best of you. Kelley looks at four financial gaps that could stand in your way to retirement. They include the knowledge,

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50:54

Social Security 2023 COLA-Factoring Inflation

Kelley"s Bull Market News with Kelley Slaught ·

2022/11/04

Kelley talks about the announced Social Security Cost of Living Adjustment for 2023 pointing out that it is the highest in forty years but also that inflation is as well. She discusses how this high inflation, volatility, and rising interest rates must be factored when planning for retirement. Kelley gets into the sudden shift for retirees when entering retirement and goes over the process of “de-accumulation.” Then she looks at retirement challenge solutions such as planning for inflation in

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51:05

Say No to “Do It Yourself Retirement”

Kelley"s Bull Market News with Kelley Slaught ·

2022/10/28

Kelley cites results of a J.D. Power study that revealed some pitfalls of utilizing digital resources in planning your own retirement. She breaks down the advantages and, in her opinion, the necessity of working with a professional to build and maintain your retirement. She also goes over some of the “curveballs” of retirement in the form of unexpected expenses and then offers strategies to stay on track in the current economic environment. You can reach Kelley Slaught by calling

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50:30

Retirement Income That May Not Be Taxable

Kelley"s Bull Market News with Kelley Slaught ·

2022/10/21

Kelley goes through various streams of retirement income that may not be subject to taxation and breaks down the strategies to achieve that goal. She also continues to monitor high inflation and its effects on retirement planning and discusses steps to take in order to maintain the lifestyle you want in retirement. You can reach Kelley Slaught by calling 800-810-8060. California Wealth Advisors See omnystudio.com/listener for privacy information.

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50:30

Retirement Statistics

Kelley"s Bull Market News with Kelley Slaught ·

2022/10/14

Kelley highlights four retirement statistics to open the podcast. She discusses longevity, expenses, the financial status of Social Security, and healthcare expenses retirees could face. She also looks at building retirement income that can withstand the toughest market conditions and then answers retirement and financial related questions. You can reach Kelley Slaught by calling 800-810-8060. California Wealth AdvisorsSee omnystudio.com/listener for privacy information.

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50:31

Secure Act 2.0

Kelley"s Bull Market News with Kelley Slaught ·

2022/10/07

Kelley breaks down proposals that are included in Securing a Strong Retirement Act of 2022 which is also known as Secure Act 2.0. Proposed changes include requiring employers to auto enroll employees in a 401(k) or 403(b), raising the RMD age, new rules for 401(k) retirement plans, and increases for catch up contributions. She also gives considerations on saving more and saving smarter for retirement such as factoring in longevity and inflation, looking at a health savings account, and considering

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51:34

Financial Concerns of Retirees

Kelley"s Bull Market News with Kelley Slaught ·

2022/09/30

In the wake of recent market volatility, what are the major concerns of retirees and pre-retirees? Kelley breaks that down in looking at how Americans feel about the future of their retirement, the level of their fear of running out of money, and their ability to cover living expenses. She then discusses his approach to a safe withdrawal rate and moves into RMD mistakes to avoid. You can reach Kelley Slaught by calling 800-810-8060. California Wealth AdvisorsSee omnystudio.com/listener for privacy

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51:08

The Hazards of Tax-Deferred Retirement Savings

Kelley"s Bull Market News with Kelley Slaught ·

2022/09/23

Kelley looks at the issues that will present themselves in the future with tax-deferred retirement savings and offers some solutions. Challenges you could potentially face include snowballing required minimum distributions, possible higher Medicare premiums, and a tax burden on your heirs. Solutions presented include shifting savings from pre-tax to Roth and considering Roth conversions. She also talks about retirement regrets to avoid and how to make sure you can enjoy the lifestyle you want and

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51:16

Retirement Risks-What To Do With Your 401(k)

Kelley"s Bull Market News with Kelley Slaught ·

2022/09/16

Kelley outlines five risks of retirement including longevity, healthcare costs, poor asset allocation, and inflation. She also covers the options you have with your 401(k) once you retire. Kelley then answers financial and retirement strategy questions. You can reach Kelley Slaught by calling 800-810-8060. California Wealth AdvisorsSee omnystudio.com/listener for privacy information.

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51:10

Frequently Asked Pre-Retiree Questions

Kelley"s Bull Market News with Kelley Slaught ·

2022/09/09

Kelley tackles some of the questions frequently asked by those before they enter retirement. Questions answered include concerns over inflation, wondering about retirement income necessary, and how to prepare for out-of-pocket health care costs. Kelley then moves into alternatives to traditional long term care insurance that can be used as protective elements and then warns of some retirement saving bad habits to avoid. You can reach Kelley Slaught by calling 800-810-8060. California Wealth

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50:31

Pre-Retirees “Go To” Saving Vehicles

Kelley"s Bull Market News with Kelley Slaught ·

2022/09/02

Kelley examines a BlackRock survey which asked retirees and savers to describe their favoriter savings and growth vehicles. She then takes a deep dive into annuities dispelling myths and clearing up misunderstandings. You can reach Kelley Slaught by calling 800-810-8060. California Wealth AdvisorsSee omnystudio.com/listener for privacy information.

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50:55

Recession, Inflation, and Your Retirement

Kelley"s Bull Market News with Kelley Slaught ·

2022/08/19

Kelley looks at the state of our economy and offers information on best protective strategies for retirees and soon to be retirees. She then turns to spousal retirement strategies when there is a significant age gap. Kelley closes with tips on stretching retirement dollars including the proper Social Security decisions for you, diversification of your portfolio, creating a budget, and building retirement pay checks. You can reach Kelley Slaught by calling 800-810-8060. California Wealth

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51:58

Retirees Are Returning To the Workforce, How to...

Kelley"s Bull Market News with Kelley Slaught ·

2022/08/12

Kelley looks at why more retirees are making the decision to return to the workforce. She points at what to consider in your planning to help make sure you only return to work by choice. She talks about how recession fears and high inflation are driving these decisions. Kelley then covers tips to keep your retirement finances in good shape such as understanding your lifestyle expenses, creating that retirement paycheck, and understanding the tax impact. She moves to some of the do’s and don’ts

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50:22

Retiring in a Bad Economic Climate-Putting Your...

Kelley"s Bull Market News with Kelley Slaught ·

2022/08/05

Kelley talks about properly managing the concerns felt by retirees in the middle of possible recession, the highest inflation in forty years, and rising interest rates. She discusses the inverse relationship between the stock and bond market and explains how proper planning can set retirees up with built in income streams that can help ease the anxiety. She discusses how she determines her client’s “numbers” to better custom plan for them. She includes the financial independence number, the

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49:49

Retirement Steps to Take Now-How Is Inflation...

Kelley"s Bull Market News with Kelley Slaught ·

2022/07/29

Kelley covers steps to take in the financial red zone, the five to ten years before you retire, that can help make sure your money takes you all the way through retirement. She covers creating tax-diversified sources of income, looking at opening a Health Savings Account for those eligible, eliminating debt, and creating that financial plan with a retirement specialist. What is the compounding effect of inflation and the loss of purchasing power and how is that affecting retirees and soon to be

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49:06

Small Retirement Strategies Can Make a Big...

Kelley"s Bull Market News with Kelley Slaught ·

2022/07/22

Kelley demonstrates how small measures could make a big difference in light of the current economic climate. Strategies discussed include using credit cards to your advantage, reevaluating your insurance coverage, and even looking at services to consider cutting such as streaming services you never use. She then moves to potentially costly mistakes to avoid such as accessing retirement funds early and failing to maximize your Social Security benefits. Kelley closes with a discussing on how to

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49:08

Retiree Regrets to Avoid-Inflation, Bear Market,...

Kelley"s Bull Market News with Kelley Slaught ·

2022/07/15

You want a retirement with as few regrets as possible. What are some things you can do in the financial red zone to avoid having those regrets? Kelley covers that in this podcast. She also addresses the current economic climate with the bear market, inflation, rising interest rates, recession possibly looming and what retirees and soon to be retirees should be considering. She closes with good financial red zone moves to make sure you launch a stronger retirement such as catch-up saving, paying

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46:40

The New Retirement-Expenses, Penalties, and...

Kelley"s Bull Market News with Kelley Slaught ·

2022/07/08

Kelley points out how retirement planning is different now due to many factors such as dwindling pensions and longevity. She talks about the importance of building income, protecting your wealth, and factoring in health care costs and inflation. She then moves into discovering fees you may be paying and avoiding unnecessary costs in retirement including penalties. Kelley then keeps the conversation grounded in reality as he debunks some retirement myths and old ways of thinking in crafting

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49:16

Costly Retirement Mistakes-Earlier...

Kelley"s Bull Market News with Kelley Slaught ·

2022/07/01

Kelley covers three retirement investment mistakes to avoid including maintaining the wrong asset allocation, failure to properly diversify, and investing without liquid savings. If you are of the mind to expedite your retirement date, she gives you some things to consider. Kelley also offers tips to help give you more comfort in your retirement spending such as developing a good, structured spending plan and exploring different potential income solutions. You can reach Kelley Slaught by calling

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