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Hidden Financial Gems
Kelley discusses various strategies for retirement planning, focusing on hidden financial assets that can enhance retirement income. She emphasizes the importance of utilizing life insurance policies, health savings accounts, and alternative investments. The conversation also covers the concept of phased retirement, allowing individuals to transition gradually into retirement while maintaining income. Additionally, listener questions address common concerns about diversification, annuities, and tax strategies when selling assets. Kelley encourages proactive planning to ensure a comfortable retirement.
Reach Kelley at 800-810-8060.
www.californiawealthadvisors.com
See omnystudio.com/listener for privacy information.
Published on 6 months ago