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End-of-Year Wealth Strategies

End-of-Year Wealth Strategies

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

December 12, 202556m 10s

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Show Notes

Kelley discusses various financial strategies for retirement planning, emphasizing the importance of making end-of-year financial moves, creating sustainable income plans, and addressing the needs of late starters. The discussion also includes listener questions, providing insights into real estate investing, managing high-interest debt, and the significance of diversification in a financial portfolio.

Reach Kelley at 800-810-8060.

California Wealth Advisors

www.californiawealthadvisors.com

 

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