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Universal Financial Truths
In this conversation, Kelley Slaught discusses essential financial truths and strategies for individuals nearing or in retirement. She emphasizes the importance of having a written financial plan, understanding inflation and tax implications, and preparing for longevity. The discussion also covers practical steps for financial success, common retirement planning questions, and answers to listener inquiries, providing a comprehensive overview of retirement planning essentials.
Reach Kelley at 800-810-8060.
www.californiawealthadvisors.com
See omnystudio.com/listener for privacy information.
Published on 1 month, 2 weeks ago