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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

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

en-US

51:17

Early Retirement Moves-Old Rules/New Rules-One Spouse...

Kelley"s Bull Market News with Kelley Slaught ·

2022/06/24

Kelley covers some important considerations when you first launch retirement to help preserve your wealth. She then moves into what could be new rules of retirement post-pandemic and given that people are living longer. Kelley then goes over the planning strategies in the scenario of one spouse retiring and the other still working. You can reach Kelley Slaught by calling 800-810-8060. California Wealth AdvisorsSee omnystudio.com/listener for privacy information.

en-US

47:12

The Retirement Planning Process-Old 401(k)-Running...

Kelley"s Bull Market News with Kelley Slaught ·

2022/06/17

Kelley explains what should be considered in formulating your retirement plan including knowing your vision, your day-to-day expenses, reviewing your assets, your risk, and your potential tax liability. The conversation then moves to options available with your old 401(k) and mistakes to avoid helping to make sure you don’t run out of money in retirement. You can reach Kelley Slaught by calling 800-810-8060. California Wealth AdvisorsSee omnystudio.com/listener for privacy information.

en-US

46:46

Inflation-Retirement Phases-FAQ

Kelley"s Bull Market News with Kelley Slaught ·

2022/06/10

Kelley covers the topic everybody’s talking about and that’s inflation. She talks about the need to have a growth aspect in your retirement plan, planning for healthcare costs, and even touches on TIPS and I-bonds. She closes by going through the different phases of retirement to pre-retirement planning, the big day, the honeymoon phase, and creating your new retirement identity. Kelley devotes half of the podcast to answering frequently asked questions on subjects such as RMDs, real estate,

en-US

46:23

Financial Literacy-Dividend Stocks-Retirement Basics

Kelley"s Bull Market News with Kelley Slaught ·

2022/06/03

Kelley stresses the importance of proper financial knowledge and in knowing what to expect when it comes to retirement planning. She also covers how retirement accounts and dividend stocks can be a great pairing and then goes over some basics to consider as you approach retirement such as time horizon, income needs, risk tolerance, estate planning, and long-term care protection. You can reach Kelley Slaught by calling 800-810-8060. California Wealth AdvisorsSee omnystudio.com/listener for privacy

en-US

46:29

Retirement and Financial Questions Answered

Kelley"s Bull Market News with Kelley Slaught ·

2022/05/27

Kelley answers frequently asked questions about retirement planning and general questions about financial strategies. Some of the topics covered include required minimum distributions, annuities, 1031 exchanges and more. You can reach Kelley Slaught by calling 800-810-8060. California Wealth Advisors See omnystudio.com/listener for privacy information.

en-US

46:37

Pre-Retirement Decisions-Volatile Market...

Kelley"s Bull Market News with Kelley Slaught ·

2022/05/20

Kelley goes over what should be considered when nearing retirement such as taking advantage of catch-up contributions, looking at your investment strategies, and making decisions about your Social Security. The discussion then moves into fortifying your portfolio and your retirement plan during times of market volatility and five mistakes to steer clear of when considering your retirement plan. You can reach Kelley Slaught by calling 800-810-8060. California Wealth AdvisorsSee

en-US

46:01

Taxes in Retirement-Secure Act 2.0

Kelley"s Bull Market News with Kelley Slaught ·

2022/05/13

Kelley breaks down the cumulative impact of federal and state taxes in retirement looking at Traditional IRAs and 401(k)s, Social Security, pension, annuities, and dividends. She also provides an update on Secure Act 2.0 and the proposed provisions as they stand now as this legislation works its way through Congress. She 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

46:35

Retirement Lifestyle-Spousal Strategies-Stretch Your...

Kelley"s Bull Market News with Kelley Slaught ·

2022/05/06

Kelley discusses what to consider in helping to make sure you maintain the lifestyle you want in retirement and how to watch for fees and elements that could be eating away at your retirement. She also stresses the importance of couples being on the same page when it comes to retirement planning. You can reach Kelley Slaught by calling 800-810-8060. California Wealth AdvisorsSee omnystudio.com/listener for privacy information.

en-US

46:42

Financial Anxiety-Inflation-Annuities

Kelley"s Bull Market News with Kelley Slaught ·

2022/04/29

There’s so much going on in the economy to cause anxiety and especially for those nearing or in retirement. Kelley offers some tips to help bring that anxiety down. She also tackles inflation with survival strategies and answers some frequently asked questions about annuities. You can reach Kelley Slaught by calling 800-810-8060. California Wealth AdvisorsSee omnystudio.com/listener for privacy information.

en-US

46:34

Taxes in Retirement-Tumultuous Times-Comfortable...

Kelley"s Bull Market News with Kelley Slaught ·

2022/04/22

Kelley outlines three tax strategies to help you keep more of what you’ve saved over the years. She then moves into the challenges we face such as high inflation and market volatility and the moves to help you navigate to and through your retirement such as generating lifetime income, proactive health care and tax strategies, and proper estate planning. You can reach Kelley Slaught by calling 800-810-8060. California Wealth AdvisorsSee omnystudio.com/listener for privacy information.

en-US

46:38

Inflation-Decumulation-5 Point Checkup

Kelley"s Bull Market News with Kelley Slaught ·

2022/04/15

As we’re seeing high inflation, how should you factor that in your retirement plan? Kelley explores the effects of inflation in your strategies and good moves to consider. She also discusses the psychological effect of transitioning from the accumulation phase of your life to one of decumulation and then talks about what she considers when meeting clients for their periodic portfolio review. You can reach Kelley Slaught at 800-810-8060. California Wealth AdvisorsSee omnystudio.com/listener for

en-US

47:22

Taxes in Retirement-Roth IRA-Risk in Retirement

Kelley"s Bull Market News with Kelley Slaught ·

2022/04/08

Taxes follow you into retirement. How do you make sure you pay only your fair share? Kelley addresses many things to consider regarding taxes in retirement such as lost tax deductions, income strategies, Social Security tax rules, and components that are and are not subject to taxation. She stays on the tax theme with looking at the proactive strategy of utilizing the Roth IRA and then covers risks in retirement from longevity to health care and sequence of returns risk. You can reach Kelley Slaught

en-US

46:43

Crypto in Retirement-Never Too Late-The New Retirement

Kelley"s Bull Market News with Kelley Slaught ·

2022/04/01

Does cryptocurrency belong in your retirement portfolio. Ben takes a close look at crypto and if or how to include it in your plan. He covers retirement planning strategies for those who started a little late and stresses that retirement planning of today is different from that of our parents’ generation. You can reach Kelley Slaught by calling 800-810-8060. California Wealth AdvisorsSee omnystudio.com/listener for privacy information.

en-US

46:39

Retirement Knowledge-Tax Perks-Expenses

Kelley"s Bull Market News with Kelley Slaught ·

2022/03/25

Knowledge is power and Kelley examines some things that retirees and pre-retirees don’t know that they don’t know. Three areas of insufficient knowledge are how much growth is needed to factor inflation, how much income Social Security will provide, and how much to safely withdraw. Kelley also goes over some tax benefits for those 50 and older and warns of expenses that could put a dent in your retirement savings. You can reach Kelley Slaught by callling 800-810.8060. California Wealth

en-US

46:36

Retirement Planning Mode-401(k)-Retirement Red Flags

Kelley"s Bull Market News with Kelley Slaught ·

2022/03/18

Kelley breaks down how your financial planning should change when you reach the age of 60. She then covers some important things to consider while utilizing your 401(k) and good strategies with that and other retirement saving tools and options. What are red flags you may be missing on your road to retirement? Kelley goes over a list of those and offers some solutions that could help you get back on track. You can reach Kelley by calling 800-810-8060. California Wealth AdvisorsSee

en-US

196 results

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