Episode Details

Kelley Slaught discusses the critical concept of risk tolerance in retirement planning, emphasizing the importance of aligning investment strategies with individual risk profiles. She highlights the need for a protective financial strategy, including emergency funds and insurance, to safeguard retirement assets. The conversation also touches on the significance of planning for a fulfilling retirement, addressing common challenges retirees face, such as boredom and lack of purpose after leaving the workforce.

Reach Kelley at 800-810-8060.

California Wealth Advisors

www.californiawealthadvisors.com

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