Know Your Risk
Kelley's Bull Market News with Kelley Slaught
English - February 09, 2024 21:00 - 55 minutes - 50.5 MBInvesting Business Education Self-Improvement 401k 403b california care invest medicare plan risk volatility wealth Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
In 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 years and the need to prepare for longer retirements. Lastly, she highlights the four pillars of service offered by California Wealth Advisors, which include investment management, risk management, estate planning, and creating a family office.
You can reach Kelley by calliing 800-810-8060.
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