Kelley's Bull Market News with Kelley Slaught artwork

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.

Investing Business Education Self-Improvement 401k 403b california care invest medicare plan risk volatility wealth
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Episodes

C’mon Get Happy! Savings Questions and More!

August 06, 2021 16:00 - 49 minutes - 69.3 MB

Is there such a thing as a “happy retirement plan”  Believe it or not, there is and on this week’s show,  Kelley Slaught will tell you how you can get one! She'll also separate facts from fiction when it comes to how much you need to have saved for such things like healthcare expenses.  That and a lot more!   To get your questions answered, contact Kelley and her team of advisors, just call or text KRLA to (800) 810-8060 

C’mon Get Happy! Savings Questions! Signs You Are Ready To Retire! And More!

August 06, 2021 16:00 - 49 minutes - 45.6 MB

Is there such a thing as a “happy retirement plan”  Believe it or not, there is and on this week’s show,  Kelley Slaught will tell you how you can get one! She'll also separate facts from fiction when it comes to how much you need to have saved for such things like healthcare expenses.  That and a lot more!   To get your questions answered, contact Kelley and her team of advisors, just call or text KRLA to (800) 810-8060  See omnystudio.com/listener for privacy information.

Listener Questions!

July 30, 2021 16:00 - 49 minutes - 45.3 MB

Kelley Slaught answers listener questions on this week's show, including questions like:  What is the difference between a 401k and a pension plan?  A question about how to live off retirement in another country and so much 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.

How To Have The Retirement You Always Wanted - Rethinking Your Retirement - Acquisition to Distribution

July 23, 2021 16:00 - 48 minutes - 44.8 MB

Kelley Slaught talks about the three things you need to have as you navigate the next phase of your life.  She’ll also outline some things to keep in mind to make your retirement plan better, how to have the best retirement distribution plan 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.

Roth IRA vs Roth 401k - Things To Do In Retirement - Financial Red Zone Tips and More!

July 16, 2021 16:00 - 49 minutes - 45.5 MB

Kelley Slaught takes a look at the differences between Roth IRA’s and Roth 401k’s and talks about which one may be best for you.  She'll also talk about things you can do when you are in retirement.  Taking up tennis and cruising may be top of mind but there are some important things that you need to do that will make your retirement stress free.  She'll explain.  The decade leading up to retirement is crucial to the retirement benefits you’ll have and how much you will be able to spend.  Ke...

Retirement Savings Ideas - Retirement Begins With A Plan - Retirement Myths and More!

July 09, 2021 16:00 - 49 minutes - 45.5 MB

On this week’s show, Kelley Slaught will show you the  areas that can help your retirement be successful.  She'll also show you how to make sure you are on the right track with the best retirement plan for you and give you tips on realistic retirement planning strategies 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.

Retirement Planning Errors - Phased Retirement - One Retirement At A Time

July 02, 2021 16:00 - 49 minutes - 45.5 MB

Kelley Slaught will take a look at retirement planning myths and how to avoid them destroying your retirement savings.  Ever hear of phased retirement?  You’re not alone if you haven’t.  Kelley will explain what it is and if it is right for you.  She'll also talk about when one spouse retires while the other does not and how to make a smooth transition and make sure to have enough retirement income and much more! To get your questions answered, contact Kelley and her team of advisors, just...

Retirement Milestones -Tax Saving Strategies-401k Alternatives

June 25, 2021 16:00 - 49 minutes - 68.7 MB

On this week’s show, Kelley Slaught will highlight some retirement milestones and why you should celebrate them. She will also go over some strategies to position yourself into a tax efficient retirement.  No 401k?  No problem!    She will go over options that you can use to save for retirement, even if you are self employed 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 

Divorce Mistakes After 50 - How To Get The Most Out of Your Nest Egg In Retirement - Market Volatility Tips

June 18, 2021 16:00 - 49 minutes - 45.3 MB

Kelley Slaught will give tips on how to protect your financial future by avoiding common mistakes in divorce after 50.  He will also offer advice about the decumulation process and what you should and shouldn’t be doing and what steps you need to take to weather a market volatility storm and so much 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.

Secure Act 2.0 - What You Need To Know - Recession Fears - Good News/Bad News On Expenses In Retirement

June 11, 2021 16:00 - 51 minutes - 47.4 MB

Coming up on this week’s show, Kelley Slaught explains what you need to know about Secure Act 2.0 and why it has a good possibility of passing in Congress.  Economic experts say we had a recession of sorts when COVID-19 hit last year but will we have a longer one sooner than later?  Kelley will give us the scoop on that.  Plus, she will also talk about expenses in retirement and why it is so important to have a plan in place and so much more! To get your questions answered, contact Kelley ...

How To Have A Smooth Transition Into Retirement - Dealing With The Loss Of A Spouse and Dealing With Risk

June 04, 2021 16:00 - 50 minutes - 46 MB

Coming up on this week’s show, Kelley Slaught will give you the steps on how to have a smooth transition into retirement and  it all begins with a plan.  Losing a spouse is never easy and that includes making financial decisions.  She’ll explain how not to make costly mistakes when going through that difficult time.   Kelley will also take a look at some common risks and see if they are worth taking and a whole lot more! To get your questions answered, contact Kelley and her team of adviso...

Golden Years Contentment - Retirement Planning Blunder - Annuity Basics

May 28, 2021 16:00 - 50 minutes - 46.6 MB

Money is definitely important when it comes to your retirement years but it’s not everything. Kelley Slaught will outline a few secrets that could lead to a happy retirement.  She will also discuss how not taking taxes into consideration could wreck your retirement and how knowing about annuities can complement your retirement portfolio.  She’ll break that down and more!  To get your questions answered, contact Kelley and her team of advisors, just call or text KRLA to (800) 810-8060  See...

Retirement “Truth Bombs” - The Pandemic’s Impact On Retirement - The Complements of a Roth IRA and a Lot More!

May 21, 2021 16:00 - 51 minutes - 47.2 MB

On this week’s show, Kelley Slaught  will break down some retirement “truth bombs” that will help avoid a financial crunch down the line; She will also take a look at a study of those who plan to delay and to accelerate their retirement and how you may relate; having a 401K is a good thing but Kelley  is going show you how a Roth IRA can complement it 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 omn...

Timely Retirement Tips, Avoiding Rookie Retirement Mistakes and More!

May 14, 2021 16:00 - 51 minutes - 47.1 MB

Preparing for retirement may feel like a full-time job with so much to know but on this week's show, Kelley Slaught has some tips to prepare you for your golden years, including having a budget and retirement goal age.  She also talks about how to avoid rookie retirement mistakes, how to keep your taxes in check  and minimize the impact  and a lot more!  To get your questions answered, contact Kelley and her team of advisors, just call or text (800) 810-8060  See omnystudio.com/listener f...

Retirement Tips for Turbulent Times - Clear Savings Strategies - Grown Up Retirement Checklist and More!

May 07, 2021 16:00 - 51 minutes - 47.4 MB

Retirement Tips for Turbulent Times - Clear Savings Strategies - Grown Up Retirement Checklist and More! On this week's episode, Kelley Slaught has some good advice on how to avoid making retirement mistakes in challenging financial times including retiring too soon; Common sense planning tips including how to minimize “financial termites”; how to plan for retirement like an adult, yep, including not spending beyond your means and a lot more!  To get your questions answered, contact Kelley...

Retirement Tips for Turbulent Times - Clear Savings Strategies - Grown Up Retirement Checklist and More!

May 07, 2021 16:00 - 51 minutes - 72 MB

Retirement Tips for Turbulent Times - Clear Savings Strategies - Grown Up Retirement Checklist and More! On this week's episode, Kelley Slaught has some good advice on how to avoid making retirement mistakes in challenging financial times including retiring too soon; Common sense planning tips including how to minimize “financial termites”; how to plan for retirement like an adult, yep, including not spending beyond your means and a lot more!  To get your questions answered, contact Kelley...

Avoiding Potential Retirement Stressors and Errors, Spending=Saving and A Lot More!

April 30, 2021 16:00 - 51 minutes - 47.2 MB

On this week's episode, Kelley Slaught has the remedies to cure certain stressors that may be plaguing you in your retirement goals; She will also go into some errors you could be making when it comes to your retirement; She will also explain how to figure out how much you are spending as you approach retirement and how to stick to a budget and a whole lot more!   To get your questions answered, contact Kelley and her team of advisors, just call or text (800) 810-8060  See omnystudio.com/...

Avoiding Potential Retirement Mistakes and Solutions, Options For a Retirement Paycheck and More!

April 23, 2021 16:00 - 51 minutes - 46.7 MB

On this week's episode, Kelley Slaught talks about some potential mistakes you may have made when it comes to retirement and if you have, solutions on how to fix them; He also talks about 401k's, annuities, how to avoid making serious blunders, including outliving your money and much more!  To get your questions answered, contact Kelley and her team of advisors, just call or text (800) 810-8060  See omnystudio.com/listener for privacy information.

Ideal Retirement Withdrawal Rate, Financial "Deadly Sins", Avoiding Pitfalls and More!

April 16, 2021 16:00 - 51 minutes - 47.2 MB

On this week's episode, Kelley Slaught gives some tips on how not to run out of money in retirement, including looking at your rate of return and inflation; She also breaks down some financial deadly sins and how not to let your emotions get the better of you when it comes to your retirement and she outlines some steps to take to avoid pitfalls in retirement, including a well-crafted plan and much more!  To get your questions answered, contact Kelley and her team of advisors, just call or ...

Stress Free Money Strategies for Retirement, In's and Out's of the Roth IRA and More!

April 09, 2021 16:00 - 50 minutes - 46.4 MB

On this week's episode, Kelley Slaught talks about how to make the right decisions when it comes to your retirement income streams; she breaks down the IRA and the 5 Year Rule, including consequences and exceptions and she takes a look at how some old advice like paying off a mortgage may not be the best advice and a lot more!  To get your questions answered, contact Kelley and her team of advisors, just call or text (800) 810-8060  See omnystudio.com/listener for privacy information.

Protecting Your Retirement Dollars, Tackling Tough Retirement Questions and More!

April 02, 2021 16:00 - 49 minutes - 45.3 MB

On this week's episode, Kelley Slaught points out some signs to be aware of when it comes to running out of money in retirement and how to avoid them; four retirement questions to ask yourself before the big one - How much should you save.  She also tackles some tough questions you may be hesitant to ask your advisor   and a lot more. To get your questions answered, contact Kelley and her team of advisors, just call or text (800) 810-8060  See omnystudio.com/listener for privacy information.

Stress Free Retirement Solutions, Non-Taxable Sources of Income

March 26, 2021 16:00 - 51 minutes - 71.7 MB

Kelley Slaught talks about her mass proprietary process and more when it comes to avoiding stress in your portfolio; five sources of retirement income that are not taxable, including the Roth IRA. , how to avoid mistakes when planning your retirement and a lot more. To get your questions answered, contact Kelley and her team of advisors, just call or text (800) 810-8060 

Stress Free Retirement Solutions, Non-Taxable Sources of Income

March 26, 2021 16:00 - 51 minutes - 47.2 MB

Kelley Slaught talks about her mass proprietary process and more when it comes to avoiding stress in your portfolio; five sources of retirement income that are not taxable, including the Roth IRA. , how to avoid mistakes when planning your retirement and a lot more. To get your questions answered, contact Kelley and her team of advisors, just call or text (800) 810-8060  See omnystudio.com/listener for privacy information.

Successful Retirement Steps -Minimize RMD's and More!

March 19, 2021 16:00 - 51 minutes - 47.3 MB

Kelley Slaught has some great advice when it comes to getting the retirement that you always dreamed of and more. She also goes over how to lessen RMD's, including Roth Conversions and some ways to make sure your retirement dollars are growing. To get your questions answered, contact Kelley and her team of advisors, just call or text (800) 810-8060  See omnystudio.com/listener for privacy information.

Retirement Statistics, Decumulation vs Accumulation, and more!

March 09, 2021 21:47 - 51 minutes - 47.4 MB

Kelley Slaught highlights some statistics about retirement and some may really surprise you. The good news, there’s still time to get yourself on track.  She will also talk about why decumulation is the new accumulation buzzword in retirement, dispel three myths about retirement:  social security, the stock market, savings and more. To get your questions answered, contact Kelley and her team of advisors, just call or text (800) 810-8060  See omnystudio.com/listener for privacy information.