Simplify Your Planning-Financial Gaps

Kelley's Bull Market News with Kelley Slaught

English - November 12, 2021 17:00 - 48 minutes - 44.7 MB
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Realizing that retirement planning can be complicated, Kelley offers tips to help simplify the process. She talks about shifting your viewpoint from accumulation to distribution, knowing your Social Security benefits, factoring in inflation and health care costs, and developing a good tax strategy. Kelly also reviews some financial gaps that could have a serious impact on your retirement planning.

You can reach Kelley Slaught at 800-810-8060.

California Wealth Advisors

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