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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

56:30

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

56:22

Retirement Mistakes to Avoid

Kelley"s Bull Market News with Kelley Slaught ·

2024/10/25

Kelley discusses common investment mistakes that individuals make, particularly in the context of retirement planning. She emphasizes the importance of having a strategic plan tailored to individual needs, understanding investment risks and returns, and the significance of diversification. Kelley also addresses the challenges of spending in retirement, the potential pitfalls of real estate investments, and the necessity of balancing risk and return to ensure a stable income in retirement. Reach

en-US

56:23

What the Interest Rate Cut Means for Retirement

Kelley"s Bull Market News with Kelley Slaught ·

2024/10/18

In this episode of Kelley's Bull Market News, Kelley discusses the implications of recent interest rate cuts on investment portfolios, debunks common myths surrounding retirement spending, highlights frequent investment pitfalls, and answers listener questions about financial strategies. The conversation emphasizes the importance of personalized financial planning and diversification to mitigate risks and enhance retirement income. Reach Kelley at 800-810-8060. California Wealth AdvisorsSee

en-US

55:48

Financial Questions

Kelley"s Bull Market News with Kelley Slaught ·

2024/10/13

Kelley answers questions from listeners about various financial topics such as real estate, creating income in retirement, long-term care, pensions, taxes, and annuities. Kelley provides insights and advice tailored to each individual's situation, emphasizing the importance of having a comprehensive plan and diversifying investments. She also highlights the benefits of working with California Wealth Advisors and the various programs they offer to help clients achieve their financial goals. Reach

en-US

56:21

Value of a Retirement Professional

Kelley"s Bull Market News with Kelley Slaught ·

2024/10/04

Kelley discusses the importance of working with a financial advisor, the value they bring in terms of personalized financial planning, and the objective decision-making they provide. The conversation covers various topics including financial wisdom, risk management in retirement, and the significance of having a comprehensive financial strategy. Listeners are encouraged to consider their own financial situations and the potential benefits of professional guidance, especially in navigating complex

en-US

56:07

Mimic the Millionaires

Kelley"s Bull Market News with Kelley Slaught ·

2024/09/20

Kelley discusses the habits and mindset of millionaires and how average Americans can learn from them. She covers topics such as consistent investing, disciplined spending, diversifying income streams, and eliminating debt. Kelley highlights the significance of diversification and the inclusion of alternative investments and insured products in a portfolio. She addresses common misconceptions about annuities and emphasizes the importance of tailoring investment strategies to individual needs.

en-US

56:23

The Economic Landscape

Kelley"s Bull Market News with Kelley Slaught ·

2024/09/13

Kelley covers various topics related to navigating turbulent markets, creating a great retirement, avoiding financial blunders, and generating income in retirement. She also emphasizes the importance of having a plan, staying calm during market fluctuations, and working with a professional wealth advisor. Kelley talks about the need for regular portfolio reviews and adjustments, as well as the significance of being proactive, setting retirement goals, and prioritizing financial strategies. Reach

en-US

56:23

A Sturdy Retirement Ship

Kelley"s Bull Market News with Kelley Slaught ·

2024/09/06

Kelley discusses strategies to navigate market volatility and protect retirement savings. She emphasizes the importance of proper diversification, including investments in the market, alternative investments, and safe money. Kelley also highlights the need for a cash reserve and income-producing investments, such as dividend-paying stocks and insured products. She advises on the optimal timing for taking Social Security benefits and explores the role of different baseball positions as metaphors for

en-US

56:24

Learning from Financial History

Kelley"s Bull Market News with Kelley Slaught ·

2024/08/30

Kelley discusses the historical impact of financial crises and the lessons we can learn from them. She covers topics such as the Great Depression, the Great Recession, the solvency of Social Security, and inflation. Kelley explores ways to assess and improve financial health, including budgeting, managing debt, and diversifying investments. Reach Kelley at 800-810-8060. California Wealth AdvisorsSee omnystudio.com/listener for privacy information.

en-US

56:03

Ready to Retire?

Kelley"s Bull Market News with Kelley Slaught ·

2024/08/23

Kelley discusses the signs that indicate it may be time to retire. She emphasizes the importance of being financially ready, having sufficient retirement savings to support your desired lifestyle. Emotional readiness and fulfillment are also crucial factors to consider. Health readiness, including having adequate health coverage, is another important aspect. Other considerations include age, retirement benefits, lifestyle changes, and having a professional wealth manager to guide your investments.

en-US

56:12

Today’s Retirement Challenges

Kelley"s Bull Market News with Kelley Slaught ·

2024/08/16

A study commissioned by the ALI Retirement Income Institute highlights a looming retirement crisis for baby boomers, particularly those set to retire between 2024 and 2030. The study shows that two-thirds of this group may struggle to maintain their current lifestyles post-retirement with assets of $250,000 or less. Kelley lists many of the challenges facing pre-retirees and strategies that can be implemented to address them. Reach Kelley at 800-810-8060. California Wealth AdvisorsSee

en-US

184 results

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