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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

56:24

A Modern Approach with Annuities

Kelley"s Bull Market News with Kelley Slaught ·

2025/08/22

Kelley talks about the importance of reviewing old annuities in light of current market conditions, strategies for a successful retirement, and how to manage income and spending effectively. She emphasizes the significance of debt management, estate planning, and healthcare considerations in retirement. Kelley also provides insights on creating a realistic budget and explores various income strategies to ensure financial stability. Listener questions are addressed, covering topics such as real

en-US

56:24

Retirement Myths

Kelley"s Bull Market News with Kelley Slaught ·

2025/08/15

Kelley talks about essential strategies for growing your nest egg wisely, busting common retirement myths, and the importance of estate planning. She emphasizes the need for proactive financial management, including maximizing retirement account contributions, understanding tax implications, and preparing for the future through effective estate planning. The episode also features listener questions, providing practical advice on various financial topics. Reach Kelley at 800-810-8060. California

en-US

56:20

Replacing Your Paycheck in Retirement

Kelley"s Bull Market News with Kelley Slaught ·

2025/08/08

Kelley covers strategies that can build an income component in your retirement that can mimic your paycheck. She talks about calculating your retirement expenses, assessing your savings, developing a withdrawal strategy, and exploring additional income sources. She also warns of retirement mistakes some boomers and older members of Generation X could be making. Kelley also covers real estate strategies in retirement. Reach Kelley at 800-810-8060. California Wealth Advisors

en-US

56:20

Wealthy Mindset: The Approach to Retirement Planning

Kelley"s Bull Market News with Kelley Slaught ·

2025/08/02

Kelley discusses the unique mindset and strategies of the wealthy when it comes to retirement planning. She emphasizes the importance of starting early, staying consistent, and maximizing tax-advantaged accounts. The conversation also covers common financial mistakes to avoid, such as trying to beat the market and keeping too much money in cash. Additionally, Kelley answers key retirement planning questions and addresses listener inquiries, providing valuable insights into effective wealth

en-US

56:35

Wealthy Retirement Strategies

Kelley"s Bull Market News with Kelley Slaught ·

2025/07/25

In this episode, Kelley Slaught discusses the evolving landscape of retirement planning for high net worth individuals and business owners. She emphasizes the need for tailored strategies that account for tax implications, healthcare costs, and legacy planning. The conversation also covers the impact of recent legislation, such as Secure Act 2.0, on retirement planning and the importance of proactive financial management. Reach Kelley at 800-810-8060. California Wealth Advisors

en-US

56:33

Retirement Readiness

Kelley"s Bull Market News with Kelley Slaught ·

2025/07/18

Kelley discusses the critical question of retirement readiness, exploring the signs that indicate one may be prepared to retire. She emphasizes the importance of financial planning, debt management, and healthcare coverage as key factors in achieving a secure and happy retirement. The conversation also delves into the emotional aspects of retirement, highlighting the significance of having a purpose and maintaining strong relationships. Listeners' questions about financial decisions and strategies

en-US

56:23

Strategies for Financial Success

Kelley"s Bull Market News with Kelley Slaught ·

2025/07/11

In this episode, Kelley Slaught discusses common financial mistakes that baby boomers make as they approach retirement. She emphasizes the importance of understanding Social Security, the necessity of early savings, and the rising healthcare costs that can impact retirement plans. Kelley also highlights the significance of balancing risk in investment portfolios, the emotional aspects of retirement decisions, and the need for flexibility in planning. Additionally, she addresses the importance of

en-US

56:32

Hidden Financial Gems

Kelley"s Bull Market News with Kelley Slaught ·

2025/07/04

Kelley discusses various strategies for retirement planning, focusing on hidden financial assets that can enhance retirement income. She emphasizes the importance of utilizing life insurance policies, health savings accounts, and alternative investments. The conversation also covers the concept of phased retirement, allowing individuals to transition gradually into retirement while maintaining income. Additionally, listener questions address common concerns about diversification, annuities, and tax

en-US

56:29

The Financial Truths

Kelley"s Bull Market News with Kelley Slaught ·

2025/06/27

Kelley discusses essential financial truths for those nearing or in retirement, emphasizing the need for personalized financial plans. The conversation covers universal financial truths, including the impact of inflation and taxes, and the importance of creating sustainable income in retirement. Kelley also revisits common parental financial advice, adapting it to modern realities, and highlights the significance of achieving peace of mind in financial planning. Reach Kelley at 800-810-8060

en-US

56:04

Maximizing Your 401k

Kelley"s Bull Market News with Kelley Slaught ·

2025/06/20

In this episode, Kelley Slaught discusses various strategies to optimize 401k plans, including tax-saving techniques and the benefits of annuities. She emphasizes the importance of understanding the nuances of retirement planning, including tax implications and the role of annuities in providing guaranteed income. The conversation also highlights common misconceptions about annuities and the need for professional guidance in selecting the right financial products for individual needs. Reach Kelley

en-US

56:17

The Blueprint for Retirement Success

Kelley"s Bull Market News with Kelley Slaught ·

2025/06/13

In this episode of Kelley's Bull Market News, Kelley Slaught discusses the importance of maintaining a comprehensive financial plan, which includes not only investments but also risk management, estate planning, and income strategies for retirement. She emphasizes the need for personalized plans that address individual circumstances, particularly in light of increasing longevity and the complexities of modern financial markets. Reach Kelley at 800-810-8060. California Wealth Advisors

en-US

56:28

Retirement Planning Amidst Market Volatility

Kelley"s Bull Market News with Kelley Slaught ·

2025/06/06

Kelley discusses essential strategies for retirement planning amidst market volatility. She emphasizes the importance of creating solid income streams, preparing for long-term care costs, and utilizing Roth conversions to optimize tax benefits. The conversation also covers innovative funding solutions for long-term care and the significance of a balanced investment strategy. Listeners are provided with a comprehensive checklist to ensure they are financially ready for retirement, highlighting the

en-US

56:19

The New Age of Retirement Planning

Kelley"s Bull Market News with Kelley Slaught ·

2025/05/30

Kelley covers the significant changes in retirement planning over the past two decades, emphasizing the need for personalized financial strategies. She highlights the importance of creating income streams for retirement, understanding the limitations of Medicare, and the necessity of planning for a longer life expectancy. The discussion also covers various strategies for maximizing retirement income, including the benefits of employer matching contributions and the importance of starting to save

en-US

56:09

Holistic Retirement Planning

Kelley"s Bull Market News with Kelley Slaught ·

2025/05/23

Kelley discusses the importance of holistic retirement planning, emphasizing that it encompasses more than just financial assets. She explains the differences between traditional and holistic planning, the role of technology, and various tax strategies that can enhance retirement outcomes. Reach Kelley at 800-810-8060. California Wealth Advisors www.californiawealthadvisors.com See omnystudio.com/listener for privacy information.

en-US

56:10

Action Steps for Retirement Readiness

Kelley"s Bull Market News with Kelley Slaught ·

2025/05/16

Kelley discusses essential strategies for retirees to navigate the current economic landscape. She emphasizes the importance of revisiting retirement income plans, understanding market volatility, and creating a needs versus wants budget. Kelley also highlights the significance of rebalancing portfolios and the benefits of dollar cost averaging. Throughout the conversation, she addresses common concerns about long-term care and the psychological aspects of retirement planning, encouraging listeners

en-US

56:31

Strategies for Pre-Retirees in Today's Economy

Kelley"s Bull Market News with Kelley Slaught ·

2025/05/09

Kelley addresses the pressing financial concerns facing individuals today, particularly those approaching retirement. The conversation covers strategies for navigating market volatility, the importance of diversification, and proactive tax planning. Kelley emphasizes the need for a comprehensive financial plan to mitigate risks associated with economic uncertainty and offers insights on how to identify trustworthy financial advisors. The episode aims to empower listeners with actionable strategies

en-US

56:05

Avoiding Financial Blunders

Kelley"s Bull Market News with Kelley Slaught ·

2025/05/02

Kelley stresses the importance of maintaining a steady investment strategy amidst market volatility. She emphasizes the need for sustainable withdrawal plans in retirement, the dangers of high-risk investments, and the significance of tax-efficient strategies. Kelley also highlights the importance of healthcare and long-term care planning, and the role of annuities in providing guaranteed income. The conversation wraps up with a focus on common investment blunders and how to avoid them, ensuring

en-US

55:56

Building a Lasting Business Legacy

Kelley"s Bull Market News with Kelley Slaught ·

2025/04/25

Kelley discusses the importance of planning for business succession and personal legacy as one approaches retirement. She emphasizes the need for clear communication regarding succession plans, financial organization, and the significance of creating a lasting impact beyond business. The discussion also explores the evolving concept of retirement, suggesting a shift towards a more fulfilling 'thrive time' rather than traditional retirement, and highlights the importance of leisure and personal

en-US

56:18

Smart Moves for Financial Stability

Kelley"s Bull Market News with Kelley Slaught ·

2025/04/18

Kelley Slaught discusses essential strategies for maintaining financial stability in retirement. She emphasizes the importance of budgeting, adjusting withdrawal strategies, and exploring additional income sources. The conversation also delves into the significance of life insurance in wealth preservation and estate planning, highlighting its evolving role. Kelley shares practical tips and insights to help listeners navigate their retirement planning effectively. Reach Kelley at 800-810-8060

en-US

56:39

Investment Risks and Longevity

Kelley"s Bull Market News with Kelley Slaught ·

2025/04/11

Kelley talks about the multifaceted challenges of retirement planning, emphasizing the importance of addressing investment risks, inflation, healthcare costs, and market volatility. She highlights the need for proactive financial planning and budgeting to avoid pitfalls such as impulse spending and credit card debt. The discussion also touches on the significance of having a comprehensive financial plan that includes estate planning and diversification of income sources. Reach Kelley at

en-US

194 results

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