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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

56:26

Planning for Longevity: A Financial Necessity

Kelley"s Bull Market News with Kelley Slaught ·

2026/03/06

In this episode of Kelley's Bull Market News, Kelley Slaught discusses the evolving landscape of retirement, emphasizing the importance of planning for longer lifespans and the financial implications of longevity. She explores the outdated 4% rule, the risks associated with sequence of returns, and the necessity of tax strategies for a sustainable retirement. The conversation also highlights the rising healthcare costs and the introduction of TrumpRx as a potential solution for prescription savings

en-US

55:40

The Realities of Financial Planning

Kelley"s Bull Market News with Kelley Slaught ·

2026/02/27

Kelley Slaught discusses the complexities of retirement planning, emphasizing the importance of managing expectations, budgeting, and preparing for unexpected expenses. She highlights the psychological shifts that occur in retirement, the need for clear communication between partners, and the significance of having a shared financial plan. Kelley also addresses common retirement risks, the importance of flexibility in financial strategies, and answers listener questions about various financial

en-US

55:57

The Emotional Side of Financial Planning

Kelley"s Bull Market News with Kelley Slaught ·

2026/02/20

This conversation delves into the intricate world of behavioral finance, exploring how emotions and biases can significantly impact financial decisions, particularly in retirement planning. Kelley emphasizes the importance of having a structured financial plan, the role of professional wealth management, and the necessity of educating future generations about financial responsibility. The discussion also highlights common pitfalls in financial decision-making and the importance of communication in

en-US

56:24

Unlocking the Secrets to a Happy Retirement

Kelley"s Bull Market News with Kelley Slaught ·

2026/02/13

Kelley discusses the essential components of a happy retirement, emphasizing the importance of planning, budgeting, and maintaining strong relationships. She highlights the need for a structured income strategy, the significance of health and wealth, and the necessity of effective communication between partners regarding finances. The conversation also covers practical strategies for managing investments, preparing for emergencies, and navigating tax implications when selling assets. Listeners are

en-US

59:06

Portfolio Protection

Kelley"s Bull Market News with Kelley Slaught ·

2026/02/09

Kelley discusses strategies designed to keep your portfolio protected against all market scenarios. She also covers the aspects of behavioral finance and how everyone needs to maintain control over our emotions in financial planning. Kelley then moves into a discussion on today’s life insurance and all the opportunities that can be taken advantage of. Reach California Wealth Advisors at 800-810-8060. California Wealth Advisors www.californiawealthadvisors.com See omnystudio.com/listener for

en-US

59:06

Mastering Your Financial Game Plan

Kelley"s Bull Market News with Kelley Slaught ·

2026/02/08

In this episode, Kelley Slaught discusses essential financial strategies for retirement, focusing on the importance of planning in the financial red zone, estate planning, tax strategies, and managing debt. The conversation also includes listener questions, providing insights into annuities, retirement planning, and the significance of having a comprehensive financial plan. Kelley emphasizes the need for personalized strategies to ensure peace of mind and financial security in retirement. Reach

en-US

56:09

Debunking Retirement Myths

Kelley"s Bull Market News with Kelley Slaught ·

2026/01/24

Kelley discusses the importance of having a written retirement plan and dispels common myths that can mislead retirees. She emphasizes the significance of tax-free income strategies, investment diversification, and the necessity of estate planning. Kelley also addresses the impact of taxes and inflation on retirement savings, and provides insights into health savings accounts, municipal bonds, and the role of life insurance and annuities in retirement planning. The episode concludes with listener

en-US

56:07

Investment Strategies in Retirement

Kelley"s Bull Market News with Kelley Slaught ·

2026/01/17

Kelley discusses the importance of continuing to invest after retirement, emphasizing the need for proper asset allocation and withdrawal strategies to maximize retirement income. She also covers legacy planning, common investment mistakes, and answers listener questions about various financial concerns. The conversation highlights the significance of tailored financial planning and the unique services offered by California Wealth Advisors. Reach Kelley at 800-810-8060. California Wealth Advisors

en-US

55:54

Unlocking Wealth: The Mindset of the Affluent

Kelley"s Bull Market News with Kelley Slaught ·

2026/01/09

In this conversation, Kelley discusses the mindset and strategies of wealthy individuals regarding retirement savings and investments. She emphasizes the importance of starting early, staying consistent, and maximizing tax-advantaged accounts. Kelley also highlights common financial mistakes to avoid, such as emotional investing and not having a clear budget. The discussion includes listener questions addressing various financial concerns, providing practical advice for managing wealth and planning

en-US

56:06

Investing After Retirement: Why It's Essential

Kelley"s Bull Market News with Kelley Slaught ·

2026/01/02

Kelley discusses the importance of continuing to invest after retirement, emphasizing the need for proper asset allocation and withdrawal strategies to maximize retirement income. She also covers legacy planning, common investment mistakes, and answers listener questions about various financial concerns. The conversation highlights the significance of tailored financial planning and the unique services offered by California Wealth Advisors. Reach Kelley at 800-810-8060. California Wealth Advisors

en-US

56:19

Avoiding Retirement Mistakes: Key Strategies

Kelley"s Bull Market News with Kelley Slaught ·

2025/12/26

In this episode of Kelley's Bull Market News, Kelley Slaught discusses the common mistakes retirees make and how to avoid them. The conversation covers various traps in retirement planning, including the importance of having a clear income strategy, the risks of cashing out retirement accounts, and the need for effective tax planning. Kelley emphasizes the significance of diversification and modern strategies in retirement planning, as well as the lifestyle traps that can derail financial stability

en-US

56:21

Inflation and Surprise Costs of Retirement

Kelley"s Bull Market News with Kelley Slaught ·

2025/12/21

Kelley opens the podcast with a discussion on inflation and how attention needs to be paid to the right growth assets in retirement. She also stresses the importance of planning contingencies for the unexpected events and the costs that could derail your retirement. Reach Kelley at 800-810-8060. California Wealth Advisors www.californiawealthadvisors.com See omnystudio.com/listener for privacy information.

en-US

56:10

End-of-Year Wealth Strategies

Kelley"s Bull Market News with Kelley Slaught ·

2025/12/12

Kelley discusses various financial strategies for retirement planning, emphasizing the importance of making end-of-year financial moves, creating sustainable income plans, and addressing the needs of late starters. The discussion also includes listener questions, providing insights into real estate investing, managing high-interest debt, and the significance of diversification in a financial portfolio. Reach Kelley at 800-810-8060. California Wealth Advisors www.californiawealthadvisors.com See

en-US

56:11

It's Never Too Late: Starting Your Retirement Plan

Kelley"s Bull Market News with Kelley Slaught ·

2025/12/06

Kelley discusses essential strategies for retirement planning, emphasizing the importance of having a comprehensive plan that addresses retirement concerns such as inflation, taxes, and healthcare costs. She reassures listeners that it's never too late to start saving for retirement, even if they are in their 50s or 60s. The conversation also covers the significance of market volatility and how to create a diversified portfolio to manage risks. Additionally, Kelley answers listener questions,

en-US

56:18

Navigating Retirement: Strategies for a Secure Future

Kelley"s Bull Market News with Kelley Slaught ·

2025/11/28

Kelley discusses the importance of having a comprehensive retirement plan that considers longevity, income streams, healthcare costs, and inflation. She emphasizes the need for strategic planning to avoid common mistakes, such as underestimating life expectancy and relying solely on Social Security. Kelley also addresses year-end financial strategies, including required minimum distributions and Roth conversions, and answers listener questions about annuities and investment strategies. Reach Kelley

en-US

56:29

Universal Financial Truths

Kelley"s Bull Market News with Kelley Slaught ·

2025/11/21

In this conversation, Kelley Slaught discusses essential financial truths and strategies for individuals nearing or in retirement. She emphasizes the importance of having a written financial plan, understanding inflation and tax implications, and preparing for longevity. The discussion also covers practical steps for financial success, common retirement planning questions, and answers to listener inquiries, providing a comprehensive overview of retirement planning essentials. Reach Kelley at

en-US

56:18

Unlocking 401k Secrets: Tax Strategies Revealed

Kelley"s Bull Market News with Kelley Slaught ·

2025/11/14

Kelley discusses various strategies for managing 401k plans, including tax-saving techniques and the role of annuities in retirement planning. She emphasizes the importance of having a comprehensive financial plan that includes tax strategies, estate planning, and risk management. The conversation also addresses common misconceptions about annuities and the need for proper diversification in investment portfolios. Listeners are encouraged to take proactive steps in organizing their financial houses

en-US

56:13

Mastering Decumulation in Retirement

Kelley"s Bull Market News with Kelley Slaught ·

2025/11/07

Kelley discusses the critical phase of decumulation in retirement planning. She emphasizes the importance of creating a structured income strategy for retirees, addressing various risks such as market volatility, longevity, inflation, and healthcare costs. Kelley also highlights the significance of legacy planning and the need for tailored financial strategies to ensure a comfortable retirement. Listener questions reveal common challenges faced by retirees, including tax implications and the need

en-US

56:24

Retirement Exit Strategies for Business Owners

Kelley"s Bull Market News with Kelley Slaught ·

2025/10/31

In this episode of Kelley's Bull Market News, Kelley Slaught discusses essential strategies for retirement planning, focusing on business succession, financial legacy, and income generation. She emphasizes the importance of having a clear exit strategy for business owners, getting one's financial house in order, and planning for long-term care. The conversation also covers the significance of creating a personalized income plan, addressing debt management, and the risks associated with holding cash

en-US

56:18

Tax Strategies and Planning

Kelley"s Bull Market News with Kelley Slaught ·

2025/10/24

In this conversation, Kelley Slaught discusses various financial topics including tax strategies for real estate and businesses, retirement planning, common financial mistakes, and the importance of working with trustworthy financial advisors. The discussion emphasizes the need for comprehensive financial planning and the potential pitfalls that individuals may encounter in their financial journeys. Kelley also addresses listener questions, providing insights into managing investments and ensuring

en-US

202 results

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