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Your Written Financial Plan
Kelley's Bull Market News with Kelley Slaught
English - February 23, 2024 22:00 - 57 minutes - 52.4 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
Previous Episode: Goal: No Retirement Mistakes
Next Episode: Creating an Estate Plan
In 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 800-810-8060.
See omnystudio.com/listener for privacy information.