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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

56:06

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

56:19

Retirement Mistakes to Avoid

Kelley"s Bull Market News with Kelley Slaught ·

2025/10/17

Kelley covers mistakes to avoid in your retirement. Some of the mistakes include selling investments in a panic mode, taking on too much risk, and ignoring tax strategies and the cost of healthcare and long-term care. She also points out that a good retirement plan can help you in the transition from accumulation into distribution. She stresses the importance of diversifying assets and separating income from investments. Reach Kelley at 800-810-8060. California Wealth Advisors

en-US

56:13

Retirement: From Saving to Spending

Kelley"s Bull Market News with Kelley Slaught ·

2025/10/10

Kelley explains how proper planning can help ease the panic many feel when they retire and lose that paycheck. She explains an income plan and a budget can help with the transition from saving to spending. The conversation then moves to proper tax strategies to avoid the retirement “tax trap” and then Kelley discusses the importance of proper estate planning. Reach Kelley at 800-810-8060. California Wealth Advisors www.californiawealthadvisors.com See omnystudio.com/listener for privacy

en-US

56:30

Maximizing Your Retirement Income

Kelley"s Bull Market News with Kelley Slaught ·

2025/10/03

Kelley discusses the critical aspects of retirement planning, focusing on taxes, required minimum distributions (RMDs), estate planning, and strategies for managing income in retirement. She emphasizes the importance of proactive tax strategies, the role of trusts in estate planning, and the benefits of life insurance as a financial tool. Kelley also addresses listener questions about annuities, social security, and the importance of diversification in retirement portfolios. Reach Kelley at

en-US

55:55

The $84 Trillion Wealth Transfer

Kelley"s Bull Market News with Kelley Slaught ·

2025/09/26

Kelley discusses the importance of early retirement planning, the significant wealth transfer expected from baby boomers, and effective tax strategies for retirement. The conversation emphasizes the need for proactive financial planning to prepare for unexpected life changes and the importance of educating heirs about managing inherited wealth. Listener questions cover various topics, including tax implications of selling a business and strategies for improving annuity performance. Reach Kelley at

en-US

56:32

The RMD Game: What You Need to Know

Kelley"s Bull Market News with Kelley Slaught ·

2025/09/19

Kelley talks about the critical strategies for retirement planning, focusing on the importance of understanding withdrawals from retirement accounts, the implications of Required Minimum Distributions (RMDs), and common mistakes to avoid. She also delves into the complexities of annuities, providing insights into their various types and how they can fit into a retirement strategy. Listener questions highlight the need for effective tax strategies and the importance of having a comprehensive

en-US

55:33

Retirement Strategies for Success

Kelley"s Bull Market News with Kelley Slaught ·

2025/09/12

Kelley discusses essential strategies for a successful retirement, debunks common myths, and addresses the unique challenges faced by couples who retire at different times. She emphasizes the importance of planning, budgeting, and understanding the implications of Social Security, taxes, and healthcare in retirement. The episode also features listener questions, providing expert insights on various financial topics. Reach Kelley at 800-810-8060. California Wealth Advisors

en-US

56:37

The Joy of Giving While Living

Kelley"s Bull Market News with Kelley Slaught ·

2025/09/05

Kelley Slaught discusses the importance of giving while living, exploring how retirees can share their wealth joyfully and strategically. The conversation transitions into the bucket strategy for income generation, emphasizing the need for a diversified approach to retirement planning. Kelley also revisits the 4% rule for retirement withdrawals, questioning its relevance in today's financial landscape. The episode concludes with listener questions, addressing various financial strategies and

en-US

56:25

Mastering Retirement Tax Strategies

Kelley"s Bull Market News with Kelley Slaught ·

2025/08/29

Kelley discusses essential strategies for retirees to manage their tax burdens, navigate market corrections, and make informed decisions for a smooth retirement. The conversation covers the importance of understanding tax implications, the benefits of Roth conversions, and the significance of passive income streams. Kelley also addresses common listener questions regarding retirement income and investment portfolios, emphasizing the need for personalized financial planning. Reach Kelley at

en-US

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

193 results

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