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The Realities of Financial Planning

The Realities of Financial Planning

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

February 27, 202655m 40s

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Show Notes

Kelley Slaught discusses the complexities of retirement planning, emphasizing the importance of managing expectations, budgeting, and preparing for unexpected expenses. She highlights the psychological shifts that occur in retirement, the need for clear communication between partners, and the significance of having a shared financial plan. Kelley also addresses common retirement risks, the importance of flexibility in financial strategies, and answers listener questions about various financial topics.

Reach Kelley at 800-810-8060.

California Wealth Advisors

www.californiawealthadvisors.com

 

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