PLAY PODCASTS
The Emotional Side of Financial Planning

The Emotional Side of Financial Planning

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

February 20, 202655m 57s

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

This conversation delves into the intricate world of behavioral finance, exploring how emotions and biases can significantly impact financial decisions, particularly in retirement planning.  Kelley emphasizes the importance of having a structured financial plan, the role of professional wealth management, and the necessity of educating future generations about financial responsibility. The discussion also highlights common pitfalls in financial decision-making and the importance of communication in legacy planning.

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