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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

Retirement Spending Strategies

Kelley"s Bull Market News with Kelley Slaught ·

2025/04/04

Kelley discusses the critical aspects of retirement spending, including budgeting, income solutions, and common financial mistakes to avoid. She emphasizes the importance of having a structured financial plan and understanding the role of annuities in retirement. The conversation also highlights the need for diversification in investment portfolios and the significance of taking advantage of employer-sponsored retirement plans. Reach Kelley at 800-810-8060. California Wealth Advisors

en-US

56:15

The Financial Landscape: Insights for Retirement

Kelley"s Bull Market News with Kelley Slaught ·

2025/03/28

Kelley discusses the current financial landscape, focusing on inflation, tariffs, and social security, while also comparing how different generations approach retirement planning. The conversation emphasizes the importance of diversification, professional financial advice, and proactive strategies to prepare for retirement amidst economic uncertainties. Kelley discusses various aspects of wealth management, focusing on strategies for retirement, estate planning, and the importance of understanding

en-US

56:24

Navigating Retirement Challenges in 2025

Kelley"s Bull Market News with Kelley Slaught ·

2025/03/21

In this episode, Kelley Slaught discusses the unique challenges and opportunities for those retiring in 2025. She emphasizes the importance of early planning, understanding Medicare, managing inflation, and diversifying income streams. Kelley also highlights strategic approaches to Social Security, debt management, and the necessity of estate planning to ensure a secure financial future. Reach Kelley at 800-810-8060. California Wealth Advisors www.californiawealthadvisors.com See

en-US

56:07

Retirement Income Strategies

Kelley"s Bull Market News with Kelley Slaught ·

2025/03/14

Kelley discusses the essential steps to replace your paycheck in retirement, emphasizing the importance of a detailed budget and understanding various income streams. She highlights common mistakes made by baby boomers, such as underestimating longevity and ignoring inflation. Additionally, Kelley addresses the need for planning for long-term care and medical costs, advocating for a holistic approach to financial planning that includes estate planning and tax strategies. Reach Kelley at

en-US

56:27

Navigating Inflation: The CPI's Impact on Retirement

Kelley"s Bull Market News with Kelley Slaught ·

2025/03/07

Kelley discusses the latest Consumer Price Index (CPI) report, its implications for inflation, and how it affects retirees. She emphasizes the importance of having a solid financial plan that accounts for inflation and healthcare costs. The conversation transitions into retirement planning, addressing key questions that individuals nearing retirement should consider, including budgeting, income needs, and legacy planning. Kelley provides insights into various investment strategies and the importance

en-US

55:56

Mimicking the Wealthy

Kelley"s Bull Market News with Kelley Slaught ·

2025/02/28

Kelley Slaught discusses the financial strategies of wealthy individuals, emphasizing the importance of early and consistent investing, maximizing tax advantages, and diversifying investments. She highlights the need for professional guidance in financial planning and the significance of creating multiple income streams. The conversation also covers long-term planning, the strategic use of debt, and the critical nature of estate planning for legacy preparation. In this conversation, Kelley discusses

en-US

56:04

Proper Retirement Diversification

Kelley"s Bull Market News with Kelley Slaught ·

2025/02/21

Kelley discusses essential strategies for investing in retirement, emphasizing the importance of diversification and having a solid plan. She highlights common mistakes people make in retirement planning, such as trying to beat the market or keeping too much money in cash. Kelley also addresses the challenges of managing real estate investments and the benefits of using annuities for income generation. The conversation is packed with insights on how to achieve financial objectives and avoid costly

en-US

56:07

Understanding Financial Health

Kelley"s Bull Market News with Kelley Slaught ·

2025/02/14

Kelley discusses the importance of financial health, emphasizing the need for budgeting, managing debt, and creating a financial plan tailored to individual needs. She highlights the emotional aspects of money and its impact on mental health, while also providing insights into effective strategies for wealth management. The discussion transitions into lessons from historical figure Jacob Fugger, focusing on diversification, leveraging opportunities, and the significance of having a long-term vision

en-US

56:25

Defining Retirement

Kelley"s Bull Market News with Kelley Slaught ·

2025/02/07

Kelley Slaught discusses the multifaceted nature of retirement, emphasizing that it encompasses more than just financial numbers. She highlights the importance of defining personal retirement goals, creating a tailored retirement plan, and understanding the various phases of retirement. The discussion also touches on the significance of historical wisdom in financial planning and the necessity of continuous learning and adaptation throughout retirement. Kelley provides practical advice on budgeting,

en-US

56:23

Optimizing Your Financial Strategy

Kelley"s Bull Market News with Kelley Slaught ·

2025/01/31

Kelley discusses essential strategies for achieving a financially healthy retirement. She covers topics such as the importance of budgeting, understanding retirement readiness, optimizing financial strategies, preparing for retirement expenses, managing healthcare costs, eliminating debt, optimizing social security benefits, and reassessing investment portfolios. The discussion emphasizes the need for comprehensive planning and personalized financial advice to ensure a secure and enjoyable

en-US

56:30

Understanding Your Risk Tolerance

Kelley"s Bull Market News with Kelley Slaught ·

2025/01/24

Kelley Slaught discusses the critical concept of risk tolerance in retirement planning, emphasizing the importance of aligning investment strategies with individual risk profiles. She highlights the need for a protective financial strategy, including emergency funds and insurance, to safeguard retirement assets. The conversation also touches on the significance of planning for a fulfilling retirement, addressing common challenges retirees face, such as boredom and lack of purpose after leaving the

en-US

56:23

Understanding Your 401(k)

Kelley"s Bull Market News with Kelley Slaught ·

2025/01/17

Kelley Slaught discusses the importance of understanding 401(k) plans and avoiding common blunders that can hinder retirement savings. She emphasizes the need for continuous contributions, the risks of taking loans from 401k accounts, and the significance of diversification in investment strategies. Kelley also highlights the emotional aspects of investing and the necessity of having a personalized investment strategy to navigate the transition from accumulation to decumulation. Reach Kelley at

en-US

56:29

Unlocking the Secrets of Investing

Kelley"s Bull Market News with Kelley Slaught ·

2025/01/10

Kelley shares timeless investment strategies that can help individuals grow their wealth and secure a comfortable retirement. The conversation covers essential topics such as the power of compounding, diversification, the importance of patience and discipline in investing, and the need for a customized approach to wealth management. Kelley also explores various cash management options, including savings accounts, money funds, and ultra-short treasury ETFs, while emphasizing the significance of a

en-US

56:22

Your New Year Financial Approach

Kelley"s Bull Market News with Kelley Slaught ·

2025/01/03

Kelley discusses various financial strategies for the New Year, focusing on improving financial positions through budgeting, maximizing retirement contributions, evaluating insurance coverage, and understanding asset allocation. She emphasizes the importance of tailoring financial plans to individual needs and risk tolerances, while also addressing market volatility and inflation. Reach Kelley Slaught at 800-810-8060. California Wealth Advisors www.californiawealthadvisors.com See

en-US

56:17

Avoid Financial Blunders

Kelley"s Bull Market News with Kelley Slaught ·

2024/12/27

Kelley Slaught discusses critical investment mistakes to avoid, the importance of diversification, and the risks associated with home equity. She emphasizes the need for professional financial planning, the significance of revisiting household budgets, and managing debt before retirement. Additionally, Kelly highlights the importance of setting and tracking financial goals, reassessing asset allocation for risk management, and preparing key questions for retirement planning. Reach Kelley at

en-US

56:21

The Wealth Transfer

Kelley"s Bull Market News with Kelley Slaught ·

2024/12/20

Kelley Slaught discusses the impending wealth transfer from baby boomers to younger generations, emphasizing the importance of financial literacy, especially for women and millennials. She highlights the need for cultural competence in financial planning and the significance of having a professional wealth manager. The discussion also covers common retirement savings missteps, catch-up opportunities for late savers, and strategies for balancing risk and reward in investments. Reach Kelley at

en-US

55:29

Proper Tax Planning

Kelley"s Bull Market News with Kelley Slaught ·

2024/12/06

Kelley discusses various strategies to avoid taxes, particularly focusing on real estate and business sales. She emphasizes the importance of tax planning for high-income earners and the benefits of diversifying retirement accounts. The conversation also covers income generation in retirement, the role of annuities, and common blunders to avoid in retirement planning. Reach Kelley at 800-810-8060. California Wealth Advisors www.californiawealthadvisors.com See omnystudio.com/listener for privacy

en-US

56:17

Sound Tax Strategies

Kelley"s Bull Market News with Kelley Slaught ·

2024/11/29

Kelley discusses various strategies to avoid taxes, particularly focusing on real estate and business sales. She emphasizes the importance of tax planning for high-income earners and the benefits of diversifying retirement accounts. The conversation also covers income generation in retirement, the role of annuities, and common blunders to avoid in retirement planning. Reach Kelley at 800-810-8060. California Wealth Advisors www.californiawealthadvisors.com See omnystudio.com/listener for privacy

en-US

56:18

Overcome Retirement Fear

Kelley"s Bull Market News with Kelley Slaught ·

2024/11/22

Kelley addresses the complexities of retirement planning, focusing on overcoming fears associated with transitioning into retirement. They emphasize the importance of creating a budget and income strategy to ensure a successful retirement. The discussion also delves into the role of annuities as a financial tool, highlighting their benefits, including guaranteed income and downside protection. Reach Kelley at 800-810-8060. California Wealth Advisors www.californiawealthadvisors.com See

en-US

56:17

Financial Professional Shopping

Kelley"s Bull Market News with Kelley Slaught ·

2024/11/15

Kelley warns of red flags to spot when searching for the right financial professional. She used pre-produced skits spotlighting bad financial advisor traits as a fun way to show what to be vigilant about. Kelley also takes the time to provide answers to some of the most important retirement questions people ask. Reach Kelley at 800-810-8060. California Wealth Advisors www.californiawealthadvisors.com See omnystudio.com/listener for privacy information.

en-US

194 results

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