Kelley's Bull Market News with Kelley Slaught
175 episodes - English - Latest episode: about 23 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
Retirement Steps to Take Now-How Is Inflation Affecting Retirement-Behavioral Challenges to Overcome
July 29, 2022 19:05 - 49 minutes - 45.7 MBKelley covers steps to take in the financial red zone, the five to ten years before you retire, that can help make sure your money takes you all the way through retirement. She covers creating tax-diversified sources of income, looking at opening a Health Savings Account for those eligible, eliminating debt, and creating that financial plan with a retirement specialist. What is the compounding effect of inflation and the loss of purchasing power and how is that affecting retirees and soon ...
Small Retirement Strategies Can Make a Big Difference-Avoiding Costly Mistakes in Retirement-Retirement Planning Mistakes to Avoid
July 22, 2022 07:15 - 49 minutes - 45 MBKelley demonstrates how small measures could make a big difference in light of the current economic climate. Strategies discussed include using credit cards to your advantage, reevaluating your insurance coverage, and even looking at services to consider cutting such as streaming services you never use. She then moves to potentially costly mistakes to avoid such as accessing retirement funds early and failing to maximize your Social Security benefits. Kelley closes with a discussing on ho...
Retiree Regrets to Avoid-Inflation, Bear Market, Rising Interest Rates: What Should Retirees Do-Retirement Planning and Saving
July 15, 2022 19:30 - 49 minutes - 45 MBYou want a retirement with as few regrets as possible. What are some things you can do in the financial red zone to avoid having those regrets? Kelley covers that in this podcast. She also addresses the current economic climate with the bear market, inflation, rising interest rates, recession possibly looming and what retirees and soon to be retirees should be considering. She closes with good financial red zone moves to make sure you launch a stronger retirement such as catch-up saving,...
The New Retirement-Expenses, Penalties, and Fees-Retirement Myths
July 08, 2022 21:00 - 46 minutes - 42.8 MBKelley points out how retirement planning is different now due to many factors such as dwindling pensions and longevity. She talks about the importance of building income, protecting your wealth, and factoring in health care costs and inflation. She then moves into discovering fees you may be paying and avoiding unnecessary costs in retirement including penalties. Kelley then keeps the conversation grounded in reality as he debunks some retirement myths and old ways of thinking in craftin...
Costly Retirement Mistakes-Earlier Retirement-Confidence in Spending
July 01, 2022 16:00 - 49 minutes - 45.2 MBKelley covers three retirement investment mistakes to avoid including maintaining the wrong asset allocation, failure to properly diversify, and investing without liquid savings. If you are of the mind to expedite your retirement date, she gives you some things to consider. Kelley also offers tips to help give you more comfort in your retirement spending such as developing a good, structured spending plan and exploring different potential income solutions. You can reach Kelley Slaught by ...
Early Retirement Moves-Old Rules/New Rules-One Spouse Retired, The Other Working
June 24, 2022 16:00 - 51 minutes - 47 MBKelley covers some important considerations when you first launch retirement to help preserve your wealth. She then moves into what could be new rules of retirement post-pandemic and given that people are living longer. Kelley then goes over the planning strategies in the scenario of one spouse retiring and the other still working. You can reach Kelley Slaught by calling 800-810-8060. California Wealth Advisors See omnystudio.com/listener for privacy information.
The Retirement Planning Process-Old 401(k)-Running Out of Money
June 17, 2022 21:00 - 47 minutes - 43.3 MBKelley explains what should be considered in formulating your retirement plan including knowing your vision, your day-to-day expenses, reviewing your assets, your risk, and your potential tax liability. The conversation then moves to options available with your old 401(k) and mistakes to avoid helping to make sure you don’t run out of money in retirement. You can reach Kelley Slaught by calling 800-810-8060. California Wealth Advisors See omnystudio.com/listener for privacy information.
Inflation-Retirement Phases-FAQ
June 10, 2022 22:30 - 46 minutes - 42.9 MBKelley covers the topic everybody’s talking about and that’s inflation. She talks about the need to have a growth aspect in your retirement plan, planning for healthcare costs, and even touches on TIPS and I-bonds. She closes by going through the different phases of retirement to pre-retirement planning, the big day, the honeymoon phase, and creating your new retirement identity. Kelley devotes half of the podcast to answering frequently asked questions on subjects such as RMDs, real estat...
Financial Literacy-Dividend Stocks-Retirement Basics
June 03, 2022 16:00 - 46 minutes - 42.5 MBKelley stresses the importance of proper financial knowledge and in knowing what to expect when it comes to retirement planning. She also covers how retirement accounts and dividend stocks can be a great pairing and then goes over some basics to consider as you approach retirement such as time horizon, income needs, risk tolerance, estate planning, and long-term care protection. You can reach Kelley Slaught by calling 800-810-8060. California Wealth Advisors See omnystudio.com/listener f...
Retirement and Financial Questions Answered
May 27, 2022 19:00 - 46 minutes - 42.6 MBKelley answers frequently asked questions about retirement planning and general questions about financial strategies. Some of the topics covered include required minimum distributions, annuities, 1031 exchanges and more. You can reach Kelley Slaught by calling 800-810-8060. California Wealth Advisors See omnystudio.com/listener for privacy information.
Pre-Retirement Decisions-Volatile Market Navigation-Pitfalls
May 20, 2022 16:00 - 46 minutes - 42.7 MBKelley goes over what should be considered when nearing retirement such as taking advantage of catch-up contributions, looking at your investment strategies, and making decisions about your Social Security. The discussion then moves into fortifying your portfolio and your retirement plan during times of market volatility and five mistakes to steer clear of when considering your retirement plan. You can reach Kelley Slaught by calling 800-810-8060. California Wealth Advisors See omnystudi...
Taxes in Retirement-Secure Act 2.0
May 13, 2022 16:00 - 46 minutes - 42.2 MBKelley breaks down the cumulative impact of federal and state taxes in retirement looking at Traditional IRAs and 401(k)s, Social Security, pension, annuities, and dividends. She also provides an update on Secure Act 2.0 and the proposed provisions as they stand now as this legislation works its way through Congress. She also answers listener questions. You can reach Kelley Slaught by calling 800-810-8060. California Wealth Advisors See omnystudio.com/listener for privacy information.
Retirement Lifestyle-Spousal Strategies-Stretch Your Dollars
May 06, 2022 16:00 - 46 minutes - 42.7 MBKelley discusses what to consider in helping to make sure you maintain the lifestyle you want in retirement and how to watch for fees and elements that could be eating away at your retirement. She also stresses the importance of couples being on the same page when it comes to retirement planning. You can reach Kelley Slaught by calling 800-810-8060. California Wealth Advisors See omnystudio.com/listener for privacy information.
Financial Anxiety-Inflation-Annuities
April 29, 2022 16:00 - 46 minutes - 42.8 MBThere’s so much going on in the economy to cause anxiety and especially for those nearing or in retirement. Kelley offers some tips to help bring that anxiety down. She also tackles inflation with survival strategies and answers some frequently asked questions about annuities. You can reach Kelley Slaught by calling 800-810-8060. California Wealth Advisors See omnystudio.com/listener for privacy information.
Taxes in Retirement-Tumultuous Times-Comfortable Retirement
April 22, 2022 16:00 - 46 minutes - 42.7 MBKelley outlines three tax strategies to help you keep more of what you’ve saved over the years. She then moves into the challenges we face such as high inflation and market volatility and the moves to help you navigate to and through your retirement such as generating lifetime income, proactive health care and tax strategies, and proper estate planning. You can reach Kelley Slaught by calling 800-810-8060. California Wealth Advisors See omnystudio.com/listener for privacy information.
Inflation-Decumulation-5 Point Checkup
April 15, 2022 16:00 - 46 minutes - 42.7 MBAs we’re seeing high inflation, how should you factor that in your retirement plan? Kelley explores the effects of inflation in your strategies and good moves to consider. She also discusses the psychological effect of transitioning from the accumulation phase of your life to one of decumulation and then talks about what she considers when meeting clients for their periodic portfolio review. You can reach Kelley Slaught at 800-810-8060. California Wealth Advisors See omnystudio.com/list...
Taxes in Retirement-Roth IRA-Risk in Retirement
April 08, 2022 21:00 - 47 minutes - 43.4 MBTaxes follow you into retirement. How do you make sure you pay only your fair share? Kelley addresses many things to consider regarding taxes in retirement such as lost tax deductions, income strategies, Social Security tax rules, and components that are and are not subject to taxation. She stays on the tax theme with looking at the proactive strategy of utilizing the Roth IRA and then covers risks in retirement from longevity to health care and sequence of returns risk. You can reach Ke...
Crypto in Retirement-Never Too Late-The New Retirement
April 01, 2022 17:15 - 46 minutes - 42.8 MBDoes cryptocurrency belong in your retirement portfolio. Ben takes a close look at crypto and if or how to include it in your plan. He covers retirement planning strategies for those who started a little late and stresses that retirement planning of today is different from that of our parents’ generation. You can reach Kelley Slaught by calling 800-810-8060. California Wealth Advisors See omnystudio.com/listener for privacy information.
Retirement Knowledge-Tax Perks-Expenses
March 25, 2022 16:00 - 46 minutes - 42.8 MBKnowledge is power and Kelley examines some things that retirees and pre-retirees don’t know that they don’t know. Three areas of insufficient knowledge are how much growth is needed to factor inflation, how much income Social Security will provide, and how much to safely withdraw. Kelley also goes over some tax benefits for those 50 and older and warns of expenses that could put a dent in your retirement savings. You can reach Kelley Slaught by callling 800-810.8060. California Wealth A...
Retirement Planning Mode-401(k)-Retirement Red Flags
March 18, 2022 21:00 - 46 minutes - 42.7 MBKelley breaks down how your financial planning should change when you reach the age of 60. She then covers some important things to consider while utilizing your 401(k) and good strategies with that and other retirement saving tools and options. What are red flags you may be missing on your road to retirement? Kelley goes over a list of those and offers some solutions that could help you get back on track. You can reach Kelley by calling 800-810-8060. California Wealth Advisors See omn...
Questionable Tips-Women in Retirement-Planning Mistakes
March 11, 2022 17:15 - 47 minutes - 43.6 MBThere are many people who may want to give “well-intentioned” but questionable tips on retirement. Kelley stresses the importance of consulting a professional before making any decisions and she covers some commonly given questionable advice. She also covers how retirement planning can be different for women and highlights some retirement mistakes to avoid. You can reach Kelley Slaught by calling 800-810-8060. California Wealth Advisors See omnystudio.com/listener for privacy information.
Rules of Thumb-Couples’ Retirement-Retirement Recipe
March 04, 2022 20:00 - 46 minutes - 42.9 MBRules of thumb are approximate methods for doing something and certainly may need to be tweaked to adapt to changing times and situations. Kelley discusses some investment and retirement rules of thumb everyone should know. She also breaks down retirement planning for couples and how each spouse may view retirement differently. She then covers much of what needs to be considered for retirement planning and how the strategies and line of thinking could be unique to that stage of your life...
Face The Challenges-Important Questions
February 25, 2022 17:00 - 46 minutes - 43 MBHow do you keep your finances in order when heading to retirement facing challenges like inflation and volatility? Kelley discusses good measures in that regard as well as pointing out things to make sure you do not overlook as you’re heading to retirement. She also covers some important questions that sometimes clients are hesitant to ask. You can reach Kelley by calling 800-810-8060. California Wealth Advisors See omnystudio.com/listener for privacy information.
Protection from Retirement Threats
February 18, 2022 17:00 - 47 minutes - 43.3 MBInflation, taxes, and investment challenges are three major threats that could impact your retirement. Paul offers suggestions of protection and proactive measures that can be implemented. He also discusses planning long term for retirement to help alleviate the risk of longevity and explains why the help of a professional is so critical in today’s retirement planning. You can reach Kelley Slaught by calling 800-810-8060. California Wealth Advisors See omnystudio.com/listener for privac...
Prepare for the Bear-Starting Late-Retirement Date
February 11, 2022 17:00 - 48 minutes - 44.3 MBNo one can accurately predict the next bear market and when it will occur, but one thing is for sure. You can prepare yourself for it and should if you are approaching retirement. Kelley outlines some moves that can help protect your retirement plan. She also outlines ways to supercharge your retirement savings if you got a late start and covers some calculations to consider in helping determine your retirement launch date. You can reach Kelley Slaught at 800-810-8060. California Wealt...
Financial Workout-Retirement Costs-Calm in Volatility
January 28, 2022 17:00 - 49 minutes - 45.2 MBHow can you give your retirement accounts a good New Year’s workout? Kelley discusses knowing your financial costs in retirement, understanding the impact of taxes, and creating a retirement paycheck. She also covers five expenses that could hurt your retirement savings and introduces ways to keep the calm in times of market volatility. You can reach Kelley Slaught by calling 800-810-8060. California Wealth Advisors See omnystudio.com/listener for privacy information.
Financial Red Zone Mistakes-Financial Saving Resolutions
January 21, 2022 17:00 - 49 minutes - 45.2 MBYour fifties can be a critical time in your retirement saving process. It’s the financial red zone. Kelley warns against serious mistakes often made during this stage of your life when you’re so close to retirement. She also shares some of the questions she asks of clients to get a better understanding of their financial situation and how they see their retirement. She wraps it up with financial saving resolutions that can help strengthen your nest egg. You can reach Kelley Slaught at C...
Face The Challenges of 2022-Build Income in Retirement
January 14, 2022 22:30 - 49 minutes - 45.1 MB2022 will present some challenges such as inflation and possibly higher interest rates. That’s why our retirement plans need to be robust as we meet those challenges head on. Kelley Slaught gives us some things to consider such as tools and strategies to consider to help against inflation, higher interest rates, and possible slower economic growth. She also presents options and strategies to build income streams in retirement and tips to boost your retirement nest egg. You can reach Kell...
Maximize Your Savings-401(k) Stats-Retirement Regrets
December 31, 2021 17:00 - 49 minutes - 45 MBThe discussion centers around proper management of your savings to maximize your retirement portfolio. Kelley Slaught talks about fees to be aware of, the importance of having a flexible plan, maximizing your contributions, creating income streams, and having good tax strategies. 401(k) statistics and learning from the mistakes and regrets of some current retirees are also part of the discussion. You can reach Kelley Slaught at California Wealth Advisors by calling 800--810-8060. Califor...
Retirement Saving-ROI-Market Landscape
December 24, 2021 17:00 - 49 minutes - 45 MBWhat if you start a little late saving for retirement? Kelley reminds us it is never too late but cautions us not to panic, to be careful with risk, and to seek the help of a professional. She also discusses some important returns on investment for all of your retirement saving including time and your health. Then she moves into strategies to weather the storm of a jittery market. You can reach Kelley Slaught at California Wealth Advisors by calling 800-810-8060 or by texting KRLA to 800...
Q&A
December 17, 2021 17:23 - 49 minutes - 45.2 MBKelley spends the entire podcast answering questions. Topics covered include required minimum distributions, retirement savings vehicles, taxes on highly appreciated assets, 1031 exchanges, the living benefit of life insurance and much more. You can reach Kelley Slaught by calling 800-810-8060 or by texting KRLA to 800-810-8060. California Wealth Advisors See omnystudio.com/listener for privacy information.
Economic Uncertainty-Tax Strategies-FAQ
December 10, 2021 17:00 - 49 minutes - 45.7 MBRetirement risk worries loom large as we face inflation and uncertainty in the markets. Kelley covers what should be considered in safeguarding your retirement. She also outlines some good proactive strategies that can help in securing as tax free a retirement as possible and Kelley goes over some commonly asked questions financial professionals get from their clients. You can reach Kelley Slaught by calling 800-810-8060. California Wealth Advisors See omnystudio.com/listener for priv...
Retirement Warning Signs-New Contribution Limits-Your Questions
December 03, 2021 17:00 - 49 minutes - 45.3 MBKelley Slaught breaks down six things you could be doing that can sabotage your retirement. Some of these include not having a retirement budget, supported others at your expense, and not accounting for rising healthcare costs. She also goes over new 2022 contribution limits for 401(k)’s, IRA’s, and HSA’s. Kelley closes the podcast by answering listener questions. You can reach Kelley at 800-810-8060. Submit your question to be answered on this podcast: kelley@californiawealthadvisors...
Tax Policy-Retirement Safety-Listener Questions
November 26, 2021 17:00 - 49 minutes - 45.1 MBPlanning for today’s retirees involves looking at possible tax changes in the future. Kelley discusses how much of your retirement income will be taxable and proactive strategies to help. Safety in your financial red zone and retirement years is also part of the discussion. Kelley closes by answering listener questions. You can submit a question for Kelley to answer on the podcast by emailing [email protected] 800-810-8060 California Wealth Advisors See omnystudio...
Outdated Strategies-2022 Retirement Changes-Retirement Risks
November 19, 2021 17:00 - 49 minutes - 45.2 MBWhat are retirement strategies that are somewhat outdated today? Kelley covers how we should approach mainstays such as the 60/40 split, the 4% rule, and a heavy concentration on dividend stocks. She also discusses some retirement changes on the horizon for 2022 and warns of the potential risks such as longevity, sequence of returns, and long-term care. You can reach Kelley at 800-810-8060. California Wealth Advisors See omnystudio.com/listener for privacy information.
Simplify Your Planning-Financial Gaps
November 12, 2021 17:00 - 48 minutes - 44.7 MBRealizing 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 See omnystudio....
Retirement Withdrawal-Retirement Red Flags-Retirement Spending
November 05, 2021 16:00 - 49 minutes - 45.2 MBKelley points out that withdrawing money from your retirement accounts the wrong way could cost you tens of thousands of dollars over time. She talks about good, sound withdrawal strategies. She also looks at red flags that could be an indication that your retirement plan needs and overhaul and offers tips on how to be more comfortable with spending in retirement. You can reach Kelley Slaught by calling 800-810-8060 or by visiting the website below. California Wealth Advisors See omny...
Inflation-Portfolio Stress Test-Retirement Spending
October 29, 2021 16:00 - 48 minutes - 44.8 MBKelley talks about inflation and steps to take to make sure it doesn't impact your financial security in retirement. She offers some information on how your dollar can lose value over time and how to ensure that is factored in. Kelley also discusses how she can perform a stress test on your portfolio and how she can utilize a bucket strategy in your retirement plan. She also realizes some retirees may be hesitant to loosen the purse strings so tips are offered on how to build confidence i...
Market Volatility-401(k) Options-4th Quarter Strategies
October 22, 2021 16:00 - 49 minutes - 45.5 MBKelley Slaught covers the conversations she has with her clients to make sure their nest egg is properly protected in the event of a market downtown. She covers cash management, investment strategies, and income distribution. She also discusses the options of what to do with a 401 (k) you left at our old job and gives ideas on good fourth quarter financial steps to take. California Wealth Advisors 800-810-8060 See omnystudio.com/listener for privacy information.
Retirement Mistakes-Portfolio Protection
October 15, 2021 16:00 - 49 minutes - 45.4 MBWhat are some of the common mistakes people make when saving and preparing for retirement? Kelley Slaught highlights some of those to help you avoid them. She also discusses the proper ways to correct those mistakes. Finally, she covers three steps to help ensure your portfolio is properly protected. Kelley devotes half of the podcast to answering questions from listeners. 800-810-8060 California Wealth Advisors See omnystudio.com/listener for privacy information.
How To Deal With An Unplanned Retirement - Advice For Singles In Retirement
October 08, 2021 16:00 - 49 minutes - 45.3 MBAn unexpected retirement can be overwhelming. Kelley Slaught will discuss what you need to know to deal with this unforeseen situation. Single? Well, you are not alone when it comes to planning for your retirement on your own. Kelley will go over important information for the 45.2% of the U.S. population living an independent lifestyle. And your questions! To get your questions answered, contact Kelley and her team of advisors, just call or text KRLA to (800) 810-8060 See omnystudio.c...
Questions, Questions and More Questions!
October 01, 2021 16:00 - 50 minutes - 45.8 MBKelley Slaught answers your questions about fees on IRA's, how to save taxes on highly appreciated assets and more! To get your questions answered, contact Kelley and her team of advisors, just call or text KRLA to (800) 810-8060 See omnystudio.com/listener for privacy information.
Tip Top Finances - Do’s & Don’ts of Retirement Planning
September 24, 2021 16:00 - 50 minutes - 45.9 MBKelley Slaught goes over tips like when to start social security and RMD’s to keep your finances in excellent shape. There are so many moving parts of a retirement plan. Kelley will take a step back and look at what you should and shouldn’t be doing and your questions! To get your questions answered, contact Kelley and her team of advisors, just call or text KRLA to (800) 810-8060 See omnystudio.com/listener for privacy information.
Making Smart Decisions With Decumulation - Avoiding Mistakes In Planning Your Retirement
September 17, 2021 16:00 - 49 minutes - 45.4 MBKelley Slaught talks about things to consider when planning for decumulation or drawing down your retirement dollars, including how to set up your investments. She will also talk about how to avoid pitfalls and anxiety when it comes to not being properly prepared for retirement and your questions! To get your questions answered, contact Kelley and her team of advisors, just call or text KRLA to (800) 810-8060 See omnystudio.com/listener for privacy information.
How A 401k Works After Retirement - Long Term Care Insurance Alternatives
September 10, 2021 16:00 - 51 minutes - 46.9 MBOn this week’s show, Kelley Slaught talks about what you can do with a 401k once you enter into retirement and it’s all dependent on your age, when you retire and the rules your company has regarding the 401k. Most people will need some type of long term care as they age. Kelley will talk about long term care insurance alternatives and a lot more. Plus, your questions! To get your questions answered, contact Kelley and her team of advisors, just call or text KRLA to (800) 810-8060 ...
Put Your Foot On The Retirement Accelerator - How To Use Money In Old 401k Accounts
September 03, 2021 16:00 - 51 minutes - 46.7 MBOn this week’s show, Kelley Slaught takes a look to see if you are ready to start your retirement journey sooner. Over a trillion dollars is left behind in old 401k’s. Yep, you read that right. Kelley will explain what you can do to retrieve yours if you have one and put it to work for you in your retirement. Plus, your questions! To get your questions answered, contact Kelley and her team of advisors, just call or text KRLA to (800) 810-8060 See omnystudio.com/listener for priv...
Helping Baby Boomers Ease Into Retirement and Your Questions!
August 27, 2021 16:00 - 49 minutes - 45.6 MBKelley Slaught will break down some universal things that apply to baby boomers everywhere, and, by popular demand, your questions, like, "I hear that annuities are a scam. Why would I want to do one?" "Do you work with people that need to do 1031 Exchanges?" and a lot more! To get your questions answered, contact Kelley and her team of advisors, just call or text KRLA to (800) 810-8060 See omnystudio.com/listener for privacy information.
Your Questions!!!!!
August 20, 2021 16:00 - 50 minutes - 46.1 MBComing up on this week’s show, Kelley Slaught takes time to answer your questions like "is a fixed and variable annuity good investment for monthly income?" "What are some other ways to provide long term care coverage without buying a policy? " To get your questions answered, contact Kelley and her team of advisors, just call or text KRLA to (800) 810-8060 See omnystudio.com/listener for privacy information.
Your Questions!!!!
August 20, 2021 16:00 - 50 minutes - 70 MBComing up on this week’s show, Kelley Slaught takes time to answer your questions like "is a fixed and variable annuity good investment for monthly income?" "What are some other ways to provide long term care coverage without buying a policy? " To get your questions answered, contact Kelley and her team of advisors, just call or text KRLA to (800) 810-8060
Tax Tips - Kicking Your Retirement Into High Gear - Do’s and Don’ts For a Successful Retirement
August 13, 2021 16:00 - 50 minutes - 46.2 MBComing up on this week’s show, Kelley Slaught has some tax savings strategies for your retirement. She also has some simple steps that can help you jump start your retirement savings as you get closer to your target date. Kelley will also take a look at a Morningstar report with some great retirement savings tips that have been gathered over the years. That and a lot more To get your questions answered, contact Kelley and her team of advisors, just call or text KRLA to (800) 810-806...