x

75% of people globally want unbiased news (Pew Research) but are concerned they're not getting that.

Get balanced coverage with Symby. See how stories are covered across diverse outlets and spot when one side covers a story the other skips.

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

53:35

Get Proactive With Your Retirement

Kelley"s Bull Market News with Kelley Slaught ·

2024/05/31

Kelley discusses various topics related to retirement and financial planning. She covers the need for proactive financial planning, concerns about the retirement crisis and Social Security, the benefits of annuities, and strategies for maximizing Social Security. She also touches on the impact of inflation on retirement savings. Kelley emphasizes the importance of taking a comprehensive approach to financial planning, considering factors such as taxes, estate planning, and risk management. Reach

en-US

52:17

Retirement Misconceptions

Kelley"s Bull Market News with Kelley Slaught ·

2024/05/24

Kelley Slaught clears up misconceptions about retirement and provides tips for saving more. The first misconception is the 4% rule, which suggests that taking out 4% of your investment portfolio will last for your life. Kelley argues that it's important to take out income that matches your budget, rather than relying on a fixed percentage. She also emphasizes the need to save more in retirement and tailor-make portfolios based on individual needs. Other misconceptions include underestimating how

en-US

52:16

Avoid Financial Regrets

Kelley"s Bull Market News with Kelley Slaught ·

2024/05/17

Kelley discusses the biggest financial regrets Americans face and provides tips on how to avoid them. She also emphasizes the importance of starting early, involving both spouses in financial planning, and creating a comprehensive retirement plan. Additionally, Kelley highlights the benefits of annuities and the importance of budgeting and managing spending in retirement. Reach Kelley at 800-810-8060. California Wealth AdvisorsSee omnystudio.com/listener for privacy information.

en-US

53:12

Late Start Retirement Saving

Kelley"s Bull Market News with Kelley Slaught ·

2024/05/10

Kelley discusses retirement savings strategies for those starting in their 50s. She emphasizes the importance of starting early and highlights the power of compounding. Kelley provides examples of how even starting later in life can still lead to significant savings. She also discusses the importance of reassessing retirement goals and considering downsizing or relocating to improve financial position. Kelley explores low-risk investment options such as real estate, bond funds, high-yield savings

en-US

53:10

Old & New Retirement Strategies

Kelley"s Bull Market News with Kelley Slaught ·

2024/05/03

In this conversation, Kelley discusses various tips and strategies to help individuals prepare for retirement. She covers topics such as different types of retirement accounts, managing finances as a couple, the importance of organized financial records, and the benefits of diversification and risk management. Kelley also mentions upcoming webinars and seminars on real estate investment opportunities. In this conversation, Kelly Slaught discusses the benefits of investing in real estate and offers

en-US

53:02

Inflation’s Impact on Retirement

Kelley"s Bull Market News with Kelley Slaught ·

2024/04/26

Kelley Slaught discusses five important questions about inflation and its impact on retirement plans. She also covers common financial blunders and the importance of having a long-term financial plan. Kelly emphasizes the need for diversification in portfolios and the potential risks of keeping all money in cash. She also addresses the issue of feeling trapped by real estate and offers strategies for maximizing assets. Finally, Kelly warns against following bad advice and encourages listeners to

en-US

53:21

Retirement Par “Fore” the Course

Kelley"s Bull Market News with Kelley Slaught ·

2024/04/19

In this conversation, Kelley discusses lessons from golf that can be applied to retirement planning. She covers topics such as using the right tools for investment planning, avoiding mistakes, planning for and taking care of your financial house, and the importance of patience, discipline, and dedication. Reach Kelley at 800-810-8060. California Wealth AdvisorsSee omnystudio.com/listener for privacy information.

en-US

52:55

Beware Bad Financial Advice

Kelley"s Bull Market News with Kelley Slaught ·

2024/04/12

In this episode, Kelley exposes the dangers of bad financial advice that goes viral on social media. She discusses the prevalence of misleading information and emphasizes the importance of consulting with a professional financial advisor. Kelley also highlights the significance of 401(k)s in building wealth and debunks misconceptions about the FIRE (Financial Independence Retire Early) movement. Lastly, she addresses a viral scam claiming that the Federal Reserve has secret million-dollar bank

en-US

53:36

Today’s Financial Challenges

Kelley"s Bull Market News with Kelley Slaught ·

2024/04/05

In this conversation, Kelley Slaught discusses retirement planning concerns and strategies. The conversation covers topics such as the impact of the economy on retirement, challenges with interest rates and real estate, government spending and inflation, and the importance of a comprehensive financial plan. The conversation also explores the limitations of the 4% rule in retirement planning and the drawbacks of the 60-40 rule. Kelley emphasizes the need for tailor-made portfolios and diversification

en-US

57:15

Early Retirement

Kelley"s Bull Market News with Kelley Slaught ·

2024/03/29

On this episode, Kelley discusses considerations before retiring early including managing debt and aligning investment portfolios with retirement goals. She also addresses health coverage considerations and the importance of mental preparation for retirement. Kelley then explores distribution strategies in retirement, focusing on the types of retirement accounts and their tax implications. She explains the order of withdrawals from retirement accounts and emphasizes the need for a comprehensive

en-US

57:11

Reviewing Your Financial House

Kelley"s Bull Market News with Kelley Slaught ·

2024/03/22

In this episode, Kelley Slaught discusses various aspects of financial planning and provides valuable insights and advice. The conversation covers topics such as reviewing your financial house, building an emergency fund, paying off debt, boosting contributions to retirement accounts, assessing asset allocation, and avoiding emotional investment decisions. Kelley emphasizes the importance of having a personalized financial plan and a diversified portfolio. She also introduces the Mass Proprietary

en-US

57:17

Your Financial Objectives

Kelley"s Bull Market News with Kelley Slaught ·

2024/03/15

Kelley discusses various financial objectives, including budgeting, emergency funds, debt management, retirement goals, asset allocation, estate planning, life insurance, retirement savings, income needs, and longevityTopics covered include venturing into real estate as an income stream, building steady income in retirement, preparing for required minimum distributions (RMDs), preparing for retirement, and long-term care and leaving an inheritance. Kelley provides insights and advice on each topic,

en-US

56:42

Taxes in Retirement

Kelley"s Bull Market News with Kelley Slaught ·

2024/03/08

Kelley covers what is and isn’t taxable in retirement. She describes how Social Security benefits, pensions, interest-bearing accounts, stocks, bonds, dividends, and your traditional 401(k) and IRA could be subject to taxation. She also discusses annuities and life insurance. She moves into the fun part of retirement with a conversation about defining your bucket list items and reminds listeners that she provides a good starting point at her website: www.californiawealthadvisors.com.You can

en-US

57:11

Creating an Estate Plan

Kelley"s Bull Market News with Kelley Slaught ·

2024/03/01

In this conversation, Kelley discusses the importance of estate planning and the various documents involved. She emphasizes the need to update trust documents regularly and highlights the importance of beneficiary designations. Kelley also counters bad financial advice, such as borrowing from retirement accounts during emergencies and relying solely on Social Security benefits in retirement. She stresses the importance of personalized retirement plans and diversification in investment portfolios

en-US

57:13

Your Written Financial Plan

Kelley"s Bull Market News with Kelley Slaught ·

2024/02/23

In this episode, Kelley Slaught discusses the importance of having a written plan for retirement and the benefits of a comprehensive and customized approach. She emphasizes the need for budgeting and tracking expenses, as well as creating income strategies in retirement. Kelley also highlights the importance of risk management, estate planning, and legacy passing. She provides insights into spousal financial strategies and ways to boost retirement savings.You can reach Kelley by calling

en-US

55:05

Goal: No Retirement Mistakes

Kelley"s Bull Market News with Kelley Slaught ·

2024/02/16

In this episode, Kelley discusses important topics related to retirement planning. She covers mistakes to avoid in retirement investments, the cost of living longer, maximizing Social Security benefits, tax planning, implications of divorce in retirement, leaving unequal inheritances, working part-time in retirement, retiring at different times, putting losses into perspective, utilizing the mass proprietary process, and the importance of liquid reserves. The conversation covers the basics of

en-US

55:06

Know Your Risk

Kelley"s Bull Market News with Kelley Slaught ·

2024/02/09

In this episode Kelley Slaught discusses various aspects of risk and retirement planning. She emphasizes the importance of assessing and altering risk in retirement, including managing health risks and long-term care. Kelley also highlights the significance of estate planning and the risks of improper or no estate planning. She addresses the risk of improper tax planning and the importance of asset allocation. Additionally, Kelly discusses the changes in retirement planning over the past 50 years

en-US

55:10

Retirement Questions Answered

Kelley"s Bull Market News with Kelley Slaught ·

2024/02/02

In this episode, Kelley Slaught discusses the importance of keeping your financial house in order and the challenges that many people face in doing so. She emphasizes the need for a comprehensive financial plan that covers risk management, estate planning, and investment strategies. Kelley also addresses the importance of avoiding medical malpractice and probate issues. She provides insights into the benefits of diversification and the potential advantages of investing in annuities. Overall, Kelley

en-US

55:08

The Un-Bucket List

Kelley"s Bull Market News with Kelley Slaught ·

2024/01/26

We all know the bucket list so what would go in the un-bucket list? That would be things to avoid so you can have a successful retirement. That’s the discussion with Kelley at the beginning of the podcast as she talks about knowing when you can retire so you don’t work longer than necessary, not being lonely and now having an unfulfilled retirement, and not squandering the early “go-go” years. Then the conversation moves to considerations married couples must give to have a good team effort in

en-US

55:21

Breaking Down Annuities

Kelley"s Bull Market News with Kelley Slaught ·

2024/01/19

Kelley answers the most frequently asked questions about annuities. How do they differ from traditional savings and brokerage accounts? What are the benefits and potential drawbacks? What types of annuities are there? Get the answers in this podcast. The conversation then shifts to that transition in your financial life from accumulation to the necessary strategies in retirement. Contact Kelley Slaught at 800-810-8060. California Wealth AdvisorsSee omnystudio.com/listener for privacy

en-US

194 results

Similar Podcasts

TaxTalent.com The Golden Rule Podcast

Adam Golden

TaxTalent.com Podcast

Tony Santiago

Handelsblatt Crime - spannende Streitfälle der deutschen Wirtschaft

Ina Karabasz, Solveig Gode, Sönke Iwersen

Deffner und Zschäpitz – Der Wirtschafts-Talk von WELT

WELT

Black Box - La scatola nera della finanza

Guido Brera e Gian Luca Comandini -...