Next Episode: The Un-Bucket List

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 Advisors

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