Retirement: From Saving to Spending
Kelley's Bull Market News with Kelley Slaught · Kelley Slaught
October 10, 202556m 13s
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 explains how proper planning can help ease the panic many feel when they retire and lose that paycheck. She explains an income plan and a budget can help with the transition from saving to spending. The conversation then moves to proper tax strategies to avoid the retirement “tax trap” and then Kelley discusses the importance of proper estate planning.
Reach Kelley at 800-810-8060.
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