Wealthy Retirement Strategies
Kelley's Bull Market News with Kelley Slaught · Kelley Slaught
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
In this episode, Kelley Slaught discusses the evolving landscape of retirement planning for high net worth individuals and business owners. She emphasizes the need for tailored strategies that account for tax implications, healthcare costs, and legacy planning. The conversation also covers the impact of recent legislation, such as Secure Act 2.0, on retirement planning and the importance of proactive financial management.
Reach Kelley at 800-810-8060.
www.californiawealthadvisors.com
See omnystudio.com/listener for privacy information.