Holistic Retirement Planning
Kelley's Bull Market News with Kelley Slaught · Kelley Slaught
May 23, 202556m 9s
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Show Notes
Kelley discusses the importance of holistic retirement planning, emphasizing that it encompasses more than just financial assets. She explains the differences between traditional and holistic planning, the role of technology, and various tax strategies that can enhance retirement outcomes.
Reach Kelley at 800-810-8060.
www.californiawealthadvisors.com
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