Podcast Episodes

The Un-Bucket List

We all know the bucket list so what would go in the un-bucket list?  That would be things to avoid so you can have a successful retirement.  That’s the discussion with Kelley at the beginning of the …

Published on 1 year, 9 months ago

Breaking Down Annuities

Kelley answers the most frequently asked questions about annuities.  How do they differ from traditional savings and brokerage accounts?  What are the benefits and potential drawbacks?  What types of…

Published on 1 year, 9 months ago

Avoid Sabotaging Your Retirement

Warnings of what could harm your retirement start off the podcast with a discussion on having a budget, automating your savings and payments, planning for healthcare costs, and not relying too heavil…

Published on 1 year, 10 months ago

Your Retirement Questions Answered

Kelley provides the answers to some commonly asked and very important questions regarding proper retirement planning.  She also looks at what should be considered in shoring up your retirement in the…

Published on 1 year, 10 months ago

Learn From the Ghosts of Retirement Past

Kelley adds a Christmas theme in showing how we can learn from the ghosts of Christmas past for a more secure retirement future.  She covers market conditions, Social Security, taxes, inflation, long…

Published on 1 year, 10 months ago

Harsh Retirement Realities

Kelley cuts through some harsh realities of retirement planning and offers solutions.  Some issues covered are the amount of bear markets to expect, needing more than Social Security, and longevity. …

Published on 1 year, 10 months ago

The Clock Is Ticking For 2023

Kelley talks about what we need to consider strategically as the year draws to a close.  Most of the bullet points are about good tax moves.  She also looks at changes to Social Security coming in 20…

Published on 1 year, 11 months ago

Financial Questions Answered

It’s all financial related questions answered by Kelley in this podcast.  Subjects include annuities, pensions, inheritance, 1031 exchanges, and 401(k)s.

You can reach Kelley Slaught at 800-810-8060.…

Published on 1 year, 11 months ago

Win, Lose, or Withdraw

Kelley discusses withdrawal in retirement and breaks down the potential win and lose strategies.  What questions need to be answered in comprehensive retirement planning?  That’s covered in categorie…

Published on 1 year, 11 months ago

Retirement Report Card

The 2023 Mercer CFA Institute’s Global Pension Index recently rated retirement systems around the world.  The U.S. earned a C+.  Kelley examines that and discusses ten steps to strongly consider in a…

Published on 1 year, 11 months ago