PLAY PODCASTS
Debunking Retirement Myths

Debunking Retirement Myths

Kelley's Bull Market News with Kelley Slaught · Kelley Slaught

January 24, 202656m 9s

Audio is streamed directly from the publisher (traffic.omny.fm) as published in their RSS feed. Play Podcasts does not host this file. Rights-holders can request removal through the copyright & takedown page.

Show Notes

Kelley discusses the importance of having a written retirement plan and dispels common myths that can mislead retirees. She emphasizes the significance of tax-free income strategies, investment diversification, and the necessity of estate planning. Kelley also addresses the impact of taxes and inflation on retirement savings, and provides insights into health savings accounts, municipal bonds, and the role of life insurance and annuities in retirement planning. The episode concludes with listener questions, offering practical advice for various retirement scenarios.

Reach Kelley at 800-810-8060.\California Wealth Advisors

www.californiawealthadvisors.com

 

See omnystudio.com/listener for privacy information.

Topics

Financialfinancesretirementfinancial planretirement planretirement podcastfinancial podcasteducationbreaking newsbreakingnewsannuitiesSocial Securitypensionwithdrawalwithdrawal strategybond laddersladdersladdering approachladdering strategiesdividendsdividend paying stocksrental incomeretirement expenseshealthcarehealthcare expensesMedicareHSAHealth Savings AccountIRARoth IRA401(k)Roth 401(k)long term careETFsmutual fundsfixed indexed annuitiesfixed annuitiesvariable annuitiesAIartificial intelligencecryptocurrencyBitcoinavoid scamsinterest ratesinflationeconomic newsfinancial newsWall Streetinvestinvestinginvestments1031 exchangesretirement rulesRMDsgainsplanningtax planningRoth accountsprincipal protected growthmarket riskoutliving moneytaxesunderperformancefeeslong-term carecase studyKelley SlaughtCalifornia Wealth AdvisorsThe Great Retirement MysteryKelley’s Bull Market News with Kelley SlaughtKelley’s Bull Market News podcast with Kelley Slaught