Kelley's Bull Market News with Kelley Slaught
175 episodes - English - Latest episode: about 20 hours ago -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.
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Episodes
Red Flags in Search of Financial Professional
July 12, 2024 18:00 - 56 minutes - 51.4 MBKelley discusses various topics related to financial planning and investing. The conversation covers the importance of diversification, the role of a financial advisor, common misconceptions, and red flags to watch out for when choosing a financial professional. Kelley emphasizes the need for a personalized approach to financial planning and the importance of communication and transparency in the advisor-client relationship. Reach Kelley at 800-810-8060. California Wealth Advisors See ...
Financial Questions and Concerns
July 05, 2024 16:00 - 56 minutes - 51.3 MBKelley devotes the podcast to answering frequently asked financial and retirement questions in the areas of saving money on taxes and what to do with cash in the bank. She also clears up confusion over annuities in answering a certain question. Reach Kelley at 800-891-8680. California Wealth Advisors See omnystudio.com/listener for privacy information.
Copy the Millionaires
June 28, 2024 16:00 - 56 minutes - 51.4 MBKelley highlights many habits of millionaires and how we could mimic them to possibly be more successful in our financial lives. She also talks about the critical importance of utilizing the proper strategies to build income in retirement. Reach Kelley at 800-810-8060. California Wealth Advisors See omnystudio.com/listener for privacy information.
Elections and the Economy
June 21, 2024 18:00 - 56 minutes - 51.4 MBKelley discusses the impact of election years on investment decisions, the historical performance of the stock market during election years, and the importance of staying invested. She also covers the significance of long-term investment strategies, the pitfalls of trying to time the market, and the role of professional wealth management in financial planning. The conversation covers a range of financial topics, including investment strategies, wealth management, retirement planning, and th...
Retirement Planning by the Months
June 14, 2024 16:00 - 54 minutes - 50 MBKelley covers a comprehensive review of financial planning on a month-by-month basis, addressing topics such as financial goals, inflation, taxes, Medicare, Social Security, and long-term care. The discussion emphasizes the importance of planning, organization, and financial awareness to achieve financial independence and security. Kelley Slaught, the owner and CEO of California Wealth Advisors, discusses the impact of inflation on the average American and provides insights into combating i...
The Role of a Good Financial Advisor
June 07, 2024 17:00 - 54 minutes - 49.8 MBThe conversation covers a range of financial and retirement planning topics, including monetary policy, withdrawal rates, social security, and tax management. Kelley emphasizes the importance of personalized financial planning and the need to avoid one-size-fits-all approaches. She also discusses the role of financial advisors in managing assets and creating income streams for retirement. The conversation provides insights into the challenges and concerns faced by individuals in their financ...
Get Proactive With Your Retirement
May 31, 2024 21:00 - 53 minutes - 49.1 MBKelley 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. ...
Retirement Misconceptions
May 24, 2024 16:00 - 52 minutes - 47.9 MBKelley 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...
Avoid Financial Regrets
May 17, 2024 16:00 - 52 minutes - 47.9 MBKelley 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 Advisors See omnystudio.com/listener for privacy information.
Late Start Retirement Saving
May 10, 2024 22:00 - 53 minutes - 48.8 MBKelley 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 sa...
Old & New Retirement Strategies
May 03, 2024 16:00 - 53 minutes - 48.7 MBIn 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 ...
Inflation’s Impact on Retirement
April 26, 2024 16:00 - 53 minutes - 48.6 MBKelley 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 listener...
Retirement Par “Fore” the Course
April 19, 2024 21:00 - 53 minutes - 48.9 MBIn 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 Advisors See omnystudio.com/listener for privacy information.
Beware Bad Financial Advice
April 12, 2024 21:00 - 52 minutes - 48.5 MBIn 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 ba...
Today’s Financial Challenges
April 05, 2024 18:00 - 53 minutes - 49.1 MBIn 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 diversi...
Early Retirement
March 29, 2024 16:00 - 57 minutes - 52.5 MBOn 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 comprehens...
Reviewing Your Financial House
March 22, 2024 20:00 - 57 minutes - 52.4 MBIn 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 Propri...
Your Financial Objectives
March 15, 2024 23:00 - 57 minutes - 52.5 MBKelley 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...
Taxes in Retirement
March 08, 2024 20:00 - 56 minutes - 52 MBKelley 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. Y...
Creating an Estate Plan
March 01, 2024 22:00 - 57 minutes - 52.4 MBIn 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 portfo...
Your Written Financial Plan
February 23, 2024 22:00 - 57 minutes - 52.4 MBIn 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 ...
Goal: No Retirement Mistakes
February 16, 2024 23:00 - 55 minutes - 50.5 MBIn 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 o...
Know Your Risk
February 09, 2024 21:00 - 55 minutes - 50.5 MBIn 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 ...
Retirement Questions Answered
February 02, 2024 22:00 - 55 minutes - 50.6 MBIn 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,...
The Un-Bucket List
January 26, 2024 22:00 - 55 minutes - 50.5 MBWe 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 effo...
Breaking Down Annuities
January 19, 2024 20:00 - 55 minutes - 50.7 MBKelley 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 Advisors See omnystudio.com/listener for priv...
Avoid Sabotaging Your Retirement
January 12, 2024 20:00 - 55 minutes - 50.9 MBWarnings of what could harm your retirement start off the podcast with a discussion on having a budget, automating your savings and payments, planning for healthcare costs, and not relying too heavily on being able to work longer. Then we take a look at what a retirement portfolio stress test could be for you. You can reach Kelley Slaught by calling 800-810-8060. California Wealth Advisors See omnystudio.com/listener for privacy information.
Your Retirement Questions Answered
January 05, 2024 21:00 - 55 minutes - 50.5 MBKelley provides the answers to some commonly asked and very important questions regarding proper retirement planning. She also looks at what should be considered in shoring up your retirement in the new year. These include revisiting your household budget, checking your emergency fund, tackling debt, establishing financial goals, and reviewing your asset allocation. You can reach Kelley Slaught by calling 800-810-8060. California Wealth Advisors See omnystudio.com/listener for privacy...
Learn From the Ghosts of Retirement Past
December 22, 2023 19:00 - 54 minutes - 50.2 MBKelley adds a Christmas theme in showing how we can learn from the ghosts of Christmas past for a more secure retirement future. She covers market conditions, Social Security, taxes, inflation, long term care, and income. You can reach Kelley Slaught by calling 800-810-8060. California Wealth Advisors See omnystudio.com/listener for privacy information.
Harsh Retirement Realities
December 15, 2023 21:00 - 54 minutes - 50.2 MBKelley cuts through some harsh realities of retirement planning and offers solutions. Some issues covered are the amount of bear markets to expect, needing more than Social Security, and longevity. How should you mirror the traits of successful CEOs in our retirement? That’s also covered in this podcast. You can reach Kelley Slaught at 800-810-8060. California Wealth Advisors See omnystudio.com/listener for privacy information.
The Clock Is Ticking For 2023
December 09, 2023 00:00 - 55 minutes - 50.6 MBKelley talks about what we need to consider strategically as the year draws to a close. Most of the bullet points are about good tax moves. She also looks at changes to Social Security coming in 2024 including the COLA, maximum taxable earnings increasing as well as the earnings test. Then the conversation turns to what you may face in retirement such as restlessness and the need to re-define yourself. You can reach Kelley Slaught by calling 800-810-8060. California Wealth Advisors S...
Financial Questions Answered
December 01, 2023 20:00 - 55 minutes - 50.7 MBIt’s all financial related questions answered by Kelley in this podcast. Subjects include annuities, pensions, inheritance, 1031 exchanges, and 401(k)s. You can reach Kelley Slaught at 800-810-8060. California Wealth Advisors See omnystudio.com/listener for privacy information.
Win, Lose, or Withdraw
November 24, 2023 17:00 - 55 minutes - 50.6 MBKelley discusses withdrawal in retirement and breaks down the potential win and lose strategies. What questions need to be answered in comprehensive retirement planning? That’s covered in categories such as Social Security and spousal claiming strategies, budgeting, 401(k) maneuvers, taxes, and income building. You can reach Kelley Slaught by calling 800-810-8060. California Wealth Advisors See omnystudio.com/listener for privacy information.
Retirement Report Card
November 18, 2023 18:00 - 55 minutes - 50.5 MBThe 2023 Mercer CFA Institute’s Global Pension Index recently rated retirement systems around the world. The U.S. earned a C+. Kelley examines that and discusses ten steps to strongly consider in an effort to score an A+ in your retirement. You can reach Kelley Slaught by calling 800-810-8060. California Wealth Advisors See omnystudio.com/listener for privacy information.
Excuses for Retirement Procrastination
November 10, 2023 17:00 - 55 minutes - 50.5 MBKelley runs through some common excuses people give for not seeking the help of a financial professional when nearing retirement. She counters these with good reasons why it is critical to work with a financial partner. Some excuses are: “I’m a DIY (do it yourself) person” Scary! “I’m already retired” Don’t forget second opinion. “I get my advice from friends and family” “I don’t know where to begin” A phone call is a good first step. You can reach Kelley Slaught by calling 800-...
Retirement Fears
November 03, 2023 16:00 - 55 minutes - 50.5 MBKelley addresses common retirement fears and offers solutions to overcome them. Some of the fears include inflation, Social Security and the future of it, market volatility, and the cost of health care. Kelley also discusses some things you should do and some things you should avoid in your retirement planning process. You can reach Kelley Slaught at 800-810-8060. California Wealth Advisors See omnystudio.com/listener for privacy information.
Scam Alerts
October 27, 2023 16:00 - 55 minutes - 50.7 MBKelley offers good warnings on scams and tips on how to avoid becoming a scam victim. She also demonstrates how she acts as a coach for people in helping them maximize their savings before launching their retirement. You can reach Kelley Slaught at 800-810-8060. California Wealth Advisors See omnystudio.com/listener for privacy information.
Dangerous Retirement Assumptions
October 20, 2023 16:00 - 55 minutes - 50.6 MBKelley reminds us of what can happen when we make assumptions. It can be even more serious when they are retirement assumptions. She clarifies some common ones such as thinking you’ll retire at 65, underestimating how long you’ll live, and on how much you think you’ll spend in retirement. You can reach Kelley Slaught at 800-810-8060. California Wealth Advisors See omnystudio.com/listener for privacy information.
Financial Jeopardy
October 13, 2023 18:00 - 55 minutes - 50.5 MBHonoring Financial Literacy Month, the game is Financial Jeopardy covering retirement facts to make sure you’re not in financial jeopardy. Categories include Important Retirement Ages, Penalties and Fees, Retirement Savings Vehicles, and Retirement Rules of Thumb. You can reach Kelley Slaught by calling 800-810-8060. California Wealth Advisors See omnystudio.com/listener for privacy information.
Expenses in Retirement
October 06, 2023 16:00 - 55 minutes - 50.8 MBKelley runs down some expenses that can eat away at your savings when you’re in retirement. They include healthcare, home ownership, inflation, taxes, and longevity. She also looks into having the financial and retirement mindset and strategies that can build confidence in your journey to and through retirement. You can reach Kelley Slaught by calling 800-810-8060. California Wealth Advisors See omnystudio.com/listener for privacy information.
Fact, Fiction, or Somewhere in Between
September 29, 2023 22:00 - 55 minutes - 50.7 MBKelley starts the conversation by breaking down the massive baby boomer generation and discussing what needs to be considered by middle and late baby boomers. She devotes the rest of the podcast to cutting through misinformation and declaring whether retirement statements are fact, fiction, or somewhere in between. You can reach Kelley Slaught by calling 800-810-8060. California Wealth Advisors See omnystudio.com/listener for privacy information.
Wisdom From Warren
September 29, 2023 22:00 - 55 minutes - 50.7 MBKelley dissects some of the more notable quotes from legendary investor Warren Buffet. She discusses some words of wisdom from the Oracle of Omaha in his overall investment mindset, his number one rule in investing, and what he means when he says his mistakes have been of omission. Kelley also shares some strategies to implement and some to avoid in helping to make sure you don’t run out of money in retirement and then goes over some hypothetical case studies. You can reach Kelley Slaugh...
How To Overcome Financial Procrastination
September 15, 2023 16:00 - 55 minutes - 50.6 MBKelley starts with a look at a recent survey showing disturbing signs of insecurity among Americans approaching retirement. Great suggestions are offered in helping to build confidence. She also examines why people may procrastinate in implementing some good financial practices and discusses helpful tips in moving on these strategies. Reach out to Kelley at 800-810.8060. California Wealth Advisors See omnystudio.com/listener for privacy information.
Questions for Kelley
September 08, 2023 19:00 - 54 minutes - 50.1 MBIt's all listener questions on this podcast. Kelley's tackles questions such as: How do I save on taxes? How much do I need to retire? What should I do with my cash? and more You can reach Kelley at 800-810-8060. California Wealth Advisors See omnystudio.com/listener for privacy information.
Celebrity Financial Mistakes
September 01, 2023 18:27 - 55 minutes - 50.7 MBWe can learn from celebrities even when they make mistakes. Kelley covers some bad celebrity financial moves from not having proper estate planning to overspending to getting in trouble over taxes. She further gives tips on mistakes to avoid such as failing to have a tax plan, estate plan, or diversification. How can you beef up your savings? You’ll find some good suggestions in this podcast. You can reach Kelley Slaught at 800-810-8060. California Wealth Advisors See omnystudio.com...
Football Plays, Retirement Plays
August 25, 2023 21:00 - 55 minutes - 50.7 MBAt the opening of football season, Kelley discusses good offensive and defensive strategies to consider in retirement planning. She talks about going on the offense with income built in, building wealth, diversifying, and creating a budget. Defensive measures include bridging gaps, building an emergency fund, creating an estate plan, considering appropriate insurance, and looking at protective long term care strategies. You can reach Kelley Slaught at 800-810-8060. California Wealth Ad...
Financial Words of Wisdom
August 18, 2023 16:00 - 55 minutes - 50.7 MBKelley interprets quotes from George Foreman, Chris Rock, and Jonathan Clements and ties them into good retirement thinking. 2024 is the year of Peak 65. The largest number of Americans ever will reach age 65. What should you be considering if you are nearing retirement. That is also part of the conversation. You can reach Kelley Slaught at 800-810-8060. California Wealth Advisors See omnystudio.com/listener for privacy information.
Retirement in High Inflation, Interest Rates
August 11, 2023 16:00 - 55 minutes - 50.5 MBKelley shares insight into our current climate and factors to consider given higher inflation and higher interest rates. She also breaks down a survey reflecting confidence levels of those in the Generation X and baby boomer generations. You can reach Kelley Slaught at 800-810-8060. California Wealth Advisors See omnystudio.com/listener for privacy information.
Important Retirement Questions
August 04, 2023 18:00 - 55 minutes - 50.8 MBKelley answers vital retirement questions ranging from FRA for Social Security to Roth strategies and from contribution limits to tax considerations. She then dives into five critical components of retirement financial planning. They are investment, tax, and income strategies, estate planning, and healthcare planning. You can reach Kelley Slaught at 800-810-8060. California Wealth Advisors See omnystudio.com/listener for privacy information.
Building Retirement Income
July 28, 2023 19:00 - 55 minutes - 50.6 MBKelley talks about the holistic approach to building income in a comprehensive retirement plan. She then moves into a conversation about the S in her MAS proprietary process which would be the safe strategies that are important to consider. You can reach Kelley Slaught by calling 800-810-8060. California Wealth Advisors See omnystudio.com/listener for privacy information.