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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 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

56:24

Retirement Myths

Kelley"s Bull Market News with Kelley Slaught ·

2025/08/15

Kelley talks about essential strategies for growing your nest egg wisely, busting common retirement myths, and the importance of estate planning. She emphasizes the need for proactive financial management, including maximizing retirement account contributions, understanding tax implications, and preparing for the future through effective estate planning. The episode also features listener questions, providing practical advice on various financial topics. Reach Kelley at 800-810-8060. California

en-US

56:20

Replacing Your Paycheck in Retirement

Kelley"s Bull Market News with Kelley Slaught ·

2025/08/08

Kelley covers strategies that can build an income component in your retirement that can mimic your paycheck. She talks about calculating your retirement expenses, assessing your savings, developing a withdrawal strategy, and exploring additional income sources. She also warns of retirement mistakes some boomers and older members of Generation X could be making. Kelley also covers real estate strategies in retirement. Reach Kelley at 800-810-8060. California Wealth Advisors

en-US

56:20

Wealthy Mindset: The Approach to Retirement Planning

Kelley"s Bull Market News with Kelley Slaught ·

2025/08/02

Kelley discusses the unique mindset and strategies of the wealthy when it comes to retirement planning. She emphasizes the importance of starting early, staying consistent, and maximizing tax-advantaged accounts. The conversation also covers common financial mistakes to avoid, such as trying to beat the market and keeping too much money in cash. Additionally, Kelley answers key retirement planning questions and addresses listener inquiries, providing valuable insights into effective wealth

en-US

56:35

Wealthy Retirement Strategies

Kelley"s Bull Market News with Kelley Slaught ·

2025/07/25

In this episode, Kelley Slaught discusses the evolving landscape of retirement planning for high net worth individuals and business owners. She emphasizes the need for tailored strategies that account for tax implications, healthcare costs, and legacy planning. The conversation also covers the impact of recent legislation, such as Secure Act 2.0, on retirement planning and the importance of proactive financial management. Reach Kelley at 800-810-8060. California Wealth Advisors

en-US

56:33

Retirement Readiness

Kelley"s Bull Market News with Kelley Slaught ·

2025/07/18

Kelley discusses the critical question of retirement readiness, exploring the signs that indicate one may be prepared to retire. She emphasizes the importance of financial planning, debt management, and healthcare coverage as key factors in achieving a secure and happy retirement. The conversation also delves into the emotional aspects of retirement, highlighting the significance of having a purpose and maintaining strong relationships. Listeners' questions about financial decisions and strategies

en-US

56:23

Strategies for Financial Success

Kelley"s Bull Market News with Kelley Slaught ·

2025/07/11

In this episode, Kelley Slaught discusses common financial mistakes that baby boomers make as they approach retirement. She emphasizes the importance of understanding Social Security, the necessity of early savings, and the rising healthcare costs that can impact retirement plans. Kelley also highlights the significance of balancing risk in investment portfolios, the emotional aspects of retirement decisions, and the need for flexibility in planning. Additionally, she addresses the importance of

en-US

56:32

Hidden Financial Gems

Kelley"s Bull Market News with Kelley Slaught ·

2025/07/04

Kelley discusses various strategies for retirement planning, focusing on hidden financial assets that can enhance retirement income. She emphasizes the importance of utilizing life insurance policies, health savings accounts, and alternative investments. The conversation also covers the concept of phased retirement, allowing individuals to transition gradually into retirement while maintaining income. Additionally, listener questions address common concerns about diversification, annuities, and tax

en-US

56:29

The Financial Truths

Kelley"s Bull Market News with Kelley Slaught ·

2025/06/27

Kelley discusses essential financial truths for those nearing or in retirement, emphasizing the need for personalized financial plans. The conversation covers universal financial truths, including the impact of inflation and taxes, and the importance of creating sustainable income in retirement. Kelley also revisits common parental financial advice, adapting it to modern realities, and highlights the significance of achieving peace of mind in financial planning. Reach Kelley at 800-810-8060

en-US

56:04

Maximizing Your 401k

Kelley"s Bull Market News with Kelley Slaught ·

2025/06/20

In this episode, Kelley Slaught discusses various strategies to optimize 401k plans, including tax-saving techniques and the benefits of annuities. She emphasizes the importance of understanding the nuances of retirement planning, including tax implications and the role of annuities in providing guaranteed income. The conversation also highlights common misconceptions about annuities and the need for professional guidance in selecting the right financial products for individual needs. Reach Kelley

en-US

184 results

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