Podcast Episodes
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Unlocking 401k Secrets: Tax Strategies Revealed
Kelley discusses various strategies for managing 401k plans, including tax-saving techniques and the role of annuities in retirement planning. She emphasizes the importance of having a comprehensive …
Published on 11 hours ago
Mastering Decumulation in Retirement
Kelley discusses the critical phase of decumulation in retirement planning. She emphasizes the importance of creating a structured income strategy for retirees, addressing various risks such as marke…
Published on 1 week ago
Retirement Exit Strategies for Business Owners
In this episode of Kelley's Bull Market News, Kelley Slaught discusses essential strategies for retirement planning, focusing on business succession, financial legacy, and income generation. She emph…
Published on 2 weeks ago
Tax Strategies and Planning
In this conversation, Kelley Slaught discusses various financial topics including tax strategies for real estate and businesses, retirement planning, common financial mistakes, and the importance of …
Published on 3 weeks ago
Retirement Mistakes to Avoid
Kelley covers mistakes to avoid in your retirement. Some of the mistakes include selling investments in a panic mode, taking on too much risk, and ignoring tax strategies and the cost of healthcare …
Published on 4 weeks ago
Retirement: From Saving to Spending
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 sp…
Published on 1 month ago
Maximizing Your Retirement Income
Kelley discusses the critical aspects of retirement planning, focusing on taxes, required minimum distributions (RMDs), estate planning, and strategies for managing income in retirement. She emphasiz…
Published on 1 month, 1 week ago
The $84 Trillion Wealth Transfer
Kelley discusses the importance of early retirement planning, the significant wealth transfer expected from baby boomers, and effective tax strategies for retirement. The conversation emphasizes the …
Published on 1 month, 2 weeks ago
The RMD Game: What You Need to Know
Kelley talks about the critical strategies for retirement planning, focusing on the importance of understanding withdrawals from retirement accounts, the implications of Required Minimum Distribution…
Published on 1 month, 3 weeks ago
Retirement Strategies for Success
Kelley discusses essential strategies for a successful retirement, debunks common myths, and addresses the unique challenges faced by couples who retire at different times. She emphasizes the importa…
Published on 2 months ago